Defined Benefit (Pension) · DOL Form 5500 · 2024

Kerry Inc. Pension Plan

Data updated 2026-08-11

$68M
Total assets
209
Participants
87th
Percentile by assets
$324,882
Avg per participant
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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.

  • 87th percentile by assets (of 123,622 plans)
  • #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.

$68M
total plan assets (2024 EOY)
209
covered participants
87th
percentile by assets (of 123,622 plans)
$324,882
avg assets per participant

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.

Where Kerry Inc. Employees Retirement Plan sits 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

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

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.

See the national 2023→2024 release diff →

State
Wisconsin
Industry
Manufacturing

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Kerry Inc. Employees Retirement Plan reports 209 participants - about 37% of that state average ($68M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$68M
Net Income-$5M
Employer EIN510274193
Plan Effective Date1985-11-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Kerry Inc.)

$500M$550M$600M$650M$700M 202220232024 $548M $672M ▲ +22.7%
Total plan assets by year, all Kerry Inc. plans on file
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.

Kerry Inc. Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Kerry Inc. Employees…, Total assets ($B): 0.067900324 · Participants: 209Kerry Inc. Employees…Building Trades Unit…, Total assets ($B): 3.531588718 · Participants: 10236Building Trades Unit…The Northwestern Mut…, Total assets ($B): 3.254287792 · Participants: 8254The Northwestern Mut…The Northwestern Mut…, Total assets ($B): 2.075823689 · Participants: 7653The Northwestern Mut…Harley-Davidson Reti…, Total assets ($B): 1.851962731 · Participants: 1414Harley-Davidson Reti…North Central States…, Total assets ($B): 1.83166949 · Participants: 5105North Central States…
Kerry Inc. Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Kerry Inc. Employees Retirement Plan side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Kerry Inc. Employees Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Kerry Inc. Employees Retirement Plan assets move in 2024? ▼
Kerry Inc. Employees Retirement Plan pulled back noticeably - down 6.3% during 2024, from $73M to $68M. Reported net income was -$5M.
How have Kerry Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kerry Inc.'s sponsor-wide assets grew 22.7%, from $548M to $672M.
Where does Kerry Inc. Employees Retirement Plan rank by assets among Form 5500 filers? ▼
Kerry Inc. Employees Retirement Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Kerry Inc. Employees Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Income Plan for Bargaining Unit Employees of Datex-Ohmeda, Inc. in IL ($68M, 131 participants).

Next read for Kerry Inc. Employees Retirement Plan

Filing takeaways

Ways to act on Kerry Inc. Employees Retirement Plan's numbers.

  • By total assets, Kerry Inc. Employees Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Wisconsin. Compare plans
  • Kerry Inc.'s sponsor-wide assets have grown 22.7% since 2022 across 3 plan years on file. More Manufacturing plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 510274193.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.