Defined Benefit (Pension) · DOL Form 5500 · 2024
Kerry Inc. Pension Plan
Data updated 2026-08-25
- $68M
- Total assets Below avg plan size
- 209
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $324,882
- Avg per participant High balance/head
Official DOL plan name: Kerry Inc. Employees Retirement Plan · Sponsored by Kerry Inc. · Wisconsin · Manufacturing
$68M in assets, 209 participants
Kerry Inc.'s Kerry Inc. Employees Retirement Plan reported $68M in total assets and 209 participants in its 2024 DOL Form 5500 filing, ranking in the 87th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #14,501 in Manufacturing (17,777 peers)
Coverage in Wisconsin
Kerry Inc. Employees Retirement Plan covers 209 participants in Wisconsin, about 37% of the average Wisconsin filer (state average ~563 per filing). Assets: $68M.
- #14,501
- in Manufacturing (17,777 peers)
- -6.3%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kerry Inc. Employees Retirement Plan's outsized position by total assets
Kerry Inc. Employees Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$67,900,324 Top 13% higher than 87% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Kerry Inc. Employees Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kerry Inc. Employees Retirement Plan sits mid-pack in the medium band (209 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kerry Inc. Employees Retirement Plan reported net income fell from $3M in the plan year 2023 filing to -$5M in the plan year 2024 filing.
- Kerry Inc. Employees Retirement Plan reported participants fell from 276 in the plan year 2023 filing to 209 in the plan year 2024 filing.
- Kerry Inc. Employees Retirement Plan end-of-year assets fell from $73M in the plan year 2023 filing to $68M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 510274193 · Kerry Inc. PY 2024 · Defined Benefit (Pension)
Kerry Inc. Employees Retirement Plan · $68M · 209 · 87th
- RANK $68M
- PHOTO 209
- IND 87th
- EOY Defined Benefit (Pension)
- 5500 near Retirement Income Plan for Bargaining Unit Employees of Datex-Ohmeda, Inc.
- ASSETS ind #14501
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Wisconsin →
Kerry Inc. Employees Retirement Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $73M |
|---|---|
| Net Assets (End of Year) | $68M |
| Net Income | -$5M |
| Employer EIN | 510274193 |
| Plan Effective Date | 1985-11-10 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kerry Inc.)
Sponsor-wide plan assets over time
All Kerry Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $672M 22.744793237808008% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 6,124 | $548M |
| 2023 | 2 | 6,426 | $617M |
| 2024 | 2 | 5,362 | $672M |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.5B · 10,236
- The Northwestern Mutual Employee Retirement Plan $3.3B · 8,254
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,653
- Harley-Davidson Retirement Plan $1.9B · 1,414
- North Central States Regional Council of Carpenters Pension Fund $1.8B · 5,105
Kerry Inc. Employees Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Retirement Income Plan for Bargaining Unit Employees of Datex-Ohmeda, Inc. in IL ($68M); by covered participants it is Cohen & Company Cash Balance Plan in OH (209 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($68M here).
- Retirement Income Plan for Bargaining Unit Employees of Datex-Ohmeda, Inc. (IL) $68M · 131
- Neighbors Federal Credit Union Cash Balance Defined Benefit Plan and Trust (LA) $68M · 207
- Acuity Brands, Inc. Pension Plan (GA) $68M · 857
- Financial Institutions, Inc. Pension Plan as a Member of the New York State Bankers Retirement System (NY) $68M · 597
Similar participant headcount
Nearest other-state filings by covered participants (209 participants); asset peers above are excluded.
- Cohen & Company Cash Balance Plan (OH) 209 · 0 off
- Retirement Income Plan for Employees of Ahf, LLC (PA) 209 · 0 off
- Diocese of Youngstown Retirement Income Plan (OH) 209 · 0 off
- King & Spalding LLP Cash Balance Pension Plan (GA) 210 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.