401(k) · DOL Form 5500 · 2024

Southerncarlson, Inc. 401(k) Plan

Data updated 2026-08-25

$93M
Total assets Below avg plan size
1,626
Participants Near avg headcount
90th
Percentile by assets National rank
$57,277
Avg per participant Low balance/head
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Official DOL plan name: Kyocera Industrial Tools, Inc. 401(k) Plan · Sponsored by Southerncarlson, Inc. · Nebraska · Retail Trade

$93M in assets, 1,626 participants

Southerncarlson, Inc.'s Kyocera Industrial Tools, Inc. 401(k) Plan reported $93M in total assets and 1,626 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,590 in Retail Trade (8,048 peers)

Coverage in Nebraska

Kyocera Industrial Tools, Inc. 401(k) Plan covers 1,626 participants in Nebraska, 2.9x the typical Nebraska plan (state average ~552 per filing). Assets: $93M.

#7,590
in Retail Trade (8,048 peers)
+17.0%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Kyocera Industrial Tools, Inc. 401(k) Plan's outsized position by total assets

Kyocera Industrial Tools, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$93,131,718 Top 10% higher than 90% of 123,620 filed plans

This plan $0 $2,050,000,000 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

Kyocera Industrial Tools, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kyocera Industrial Tools, Inc. 401(k) Plan lands in the large band (1,626 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kyocera Industrial Tools, Inc. 401(k) Plan end-of-year assets rose from $80M in the plan year 2023 filing to $93M in the plan year 2024 filing.
  • Kyocera Industrial Tools, Inc. 401(k) Plan reported participants rose from 1,393 in the plan year 2023 filing to 1,626 in the plan year 2024 filing.
  • Kyocera Industrial Tools, Inc. 401(k) Plan reported net income fell from $16M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 270815326 · Southerncarlson, Inc. PY 2024 · 401(k)

Kyocera Industrial Tools, Inc. 401(k) Plan · $93M · 1,626 · 90th

  • TYPE $93M
  • TYPE 1,626
  • TYPE 90th
  • TYPE 401(k)
  • TYPE near Tindall Savings and Profit Sharing Plan
  • TYPE ind #7590

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 Retail Trade retirement plans → · Plans in Nebraska →

Kyocera Industrial Tools, Inc. 401(k) Plan in the asset neighbourhood

First Dakota Financial Corporation 401(k) PlanFirst Dakota Financial Corpo…$93MAnderson Holdings 401(k) Savings PlanAnderson Holdings 401(k) Sav…$93MKyocera Industrial Tools, Inc. 401(k) PlanKyocera Industrial Tools, In…$93MTindall Savings and Profit Sharing PlanTindall Savings and Profit S…$93MMimecast North America, Inc. 401(k) PlanMimecast North America, Inc.…$93M
End-of-year total assets ($M) among Kyocera Industrial Tools, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Nebraska filing particulars

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$93M
Net Income$14M
Employer EIN270815326
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southerncarlson, Inc.)

Sponsor-wide plan assets over time

All Southerncarlson, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$93M 46.059171049746304% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $63.8M $93.1M ▲ +46.1%
Year Plans Participants Total Assets
2022 1 1,209 $64M
2023 1 1,393 $80M
2024 1 1,626 $93M

Nearby 401(k) Plans in Nebraska

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Kyocera Industrial Tools, Inc. 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 -20246810 Total assets ($B) Participants Kyocera Industrial Tools, Inc. 401(k) Plan, Total assets ($B): 0.093131718 · Participants: 1626Kyocera Industrial Tools, Inc. 401(k) PlanHdr, Inc. Best Plan and ESOP, Total assets ($B): 7.698378085 · Participants: 11460Hdr, Inc. Best Plan and ESOPPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 2.800326806 · Participants: 17030Peter Kiewit Sons, Inc. Retirement Savings PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 2.389799139 · Participants: 28813Union Pacific Agreement Employee 401(k) Retirement Thrift PlanUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.304431309 · Participants: 5350Union Pacific Corporation Thrift PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 1.045428819 · Participants: 4950First National of Nebraska, Inc. First Savings Plan
Kyocera Industrial Tools, Inc. 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Kyocera Industrial Tools, Inc. 401(k) Plan side-by-side with 3 peers →

Kyocera Industrial Tools, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Tindall Savings and Profit Sharing Plan in SC ($93M); by covered participants it is Envestnet 401(k) Retirement Plan in PA (1,626 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($93M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,626 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kyocera Industrial Tools, Inc. 401(k) Plan assets move in 2024? ▼
Kyocera Industrial Tools, Inc. 401(k) Plan grew sharply - up 17.0% during 2024, from $80M to $93M. Reported net income was $14M.
How have Southerncarlson, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southerncarlson, Inc.'s sponsor-wide assets grew 46.1%, from $64M to $93M.
Where does Kyocera Industrial Tools, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Kyocera Industrial Tools, Inc. 401(k) Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Kyocera Industrial Tools, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tindall Savings and Profit Sharing Plan in SC ($93M, 1,167 participants).
Which 401(k) plans cover a similar participant headcount to Kyocera Industrial Tools, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Envestnet 401(k) Retirement Plan in PA (1,626 participants, $347M in assets).

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 270815326.

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.