401(k) · DOL Form 5500 · 2024
Kerry Inc. 401(k) Plan
Data updated 2026-08-25
- $604M
- Total assets Above avg plan size
- 5,153
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $117,254
- Avg per participant Below avg balance/head
Official DOL plan name: Kerry Inc. Savings Plan · Sponsored by Kerry Inc. · Wisconsin · Manufacturing
$604M in assets, 5,153 participants
Kerry Inc.'s Kerry Inc. Savings Plan reported $604M in total assets and 5,153 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #17,098 in Manufacturing (17,777 peers)
Coverage in Wisconsin
Kerry Inc. Savings Plan covers 5,153 participants in Wisconsin, 9.2x the typical Wisconsin plan (state average ~563 per filing). Assets: $604M.
- #17,098
- in Manufacturing (17,777 peers)
- +10.9%
- assets growth YoY
- 6.1×
- vs typical plan assets (national mean)
Kerry Inc. Savings Plan's outsized position by total assets
Kerry Inc. Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$604,211,331 Top 2% higher than 98% 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. Savings 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. Kerry Inc. Savings Plan lands in the large band (5,153 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kerry Inc. Savings Plan reported participants fell from 6,150 in the plan year 2023 filing to 5,153 in the plan year 2024 filing.
- Kerry Inc. Savings Plan reported net income fell from $68M in the plan year 2023 filing to $59M in the plan year 2024 filing.
- Kerry Inc. Savings Plan end-of-year assets rose from $545M in the plan year 2023 filing to $604M in the plan year 2024 filing.
DOL schedule card
Filing strip 510274193 · Kerry Inc. PY 2024 · 401(k)
Kerry Inc. Savings Plan · $604M · 5,153 · 98th
- NET $604M
- NET 5,153
- NET 98th
- NET 401(k)
- NET near Nationstar Mortgage 401(k) Retirement Plan
- NET ind #17098
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. Savings Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $545M |
|---|---|
| Net Assets (End of Year) | $604M |
| Net Income | $59M |
| Employer EIN | 510274193 |
| Plan Effective Date | 1988-10-31 |
| 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 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Scale composition for Kerry Inc. Savings Plan
Kerry Inc. Savings Plan reports $604M in end-of-year assets across 5,153 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $117,254 per participant (85% of the national average assets-per-participant) . Net income for plan year 2024 was $59M.
This plan identity (EIN 510274193, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $478M to $604M (+26.4%) while covered participants moved from 5,817 to 5,153 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,817 | $478M | Open filing |
| 2023 | 6,150 | $545M | Open filing |
| 2024 · index core | 5,153 | $604M | This page |
Kerry Inc. Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Nationstar Mortgage 401(k) Retirement Plan in TX ($604M); by covered participants it is Arcbest 401(k) and DC Retirement Plan in AR (5,150 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($604M here).
- Nationstar Mortgage 401(k) Retirement Plan (TX) $604M · 4,583
- The Cleveland-Cliffs Steel Corporation Thrift Plan C (OH) $604M · 4,363
- Veradigm LLC. Retirement Savings Plan (NC) $605M · 1,690
- Electric Power Research Institute, Inc. 401(k) Plan (CA) $605M · 1,263
Similar participant headcount
Nearest other-state filings by covered participants (5,153 participants); asset peers above are excluded.
- Arcbest 401(k) and DC Retirement Plan (AR) 5,150 · 3 off
- Capital Accumulation Plan (IL) 5,158 · 5 off
- IBEW Local No. 716 Retirement Plan (TX) 5,147 · 6 off
- Consolidated 401(a) and 401(k) Program of Mass General Brigham and Member Organizations (MA) 5,146 · 7 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.