401(k) · DOL Form 5500 · 2024

Kerberrose S.C. 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
243
Participants Below avg headcount
80th
Percentile by assets National rank
$152,670
Avg per participant Above avg balance/head
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Official DOL plan name: Kerberrose S.C. 401(k) Profit Sharing Plan · Sponsored by Kerberrose S.C. · Wisconsin · Professional & Technical Services

$37M in assets, 243 participants

Kerberrose S.C.'s Kerberrose S.C. 401(k) Profit Sharing Plan reported $37M in total assets and 243 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,301 in Professional & Technical Services (20,173 peers)

Coverage in Wisconsin

Kerberrose S.C. 401(k) Profit Sharing Plan covers 243 participants in Wisconsin, about 43% of the average Wisconsin filer (state average ~563 per filing). Assets: $37M.

#16,301
in Professional & Technical Services (20,173 peers)
+14.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Kerberrose S.C. 401(k) Profit Sharing Plan's outsized position by total assets

Kerberrose S.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$37,098,736 Top 20% higher than 80% 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

Kerberrose S.C. 401(k) Profit Sharing 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. Kerberrose S.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (243 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kerberrose S.C. 401(k) Profit Sharing Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Kerberrose S.C. 401(k) Profit Sharing Plan end-of-year assets rose from $33M in the plan year 2023 filing to $37M in the plan year 2024 filing.
  • Kerberrose S.C. 401(k) Profit Sharing Plan reported participants rose from 227 in the plan year 2023 filing to 243 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 391658423 · Kerberrose S.C. PY 2024 · 401(k)

Kerberrose S.C. 401(k) Profit Sharing Plan · $37M · 243 · 80th

  • EIN $37M
  • EIN 243
  • EIN 80th
  • EIN 401(k)
  • EIN near Harmonia Holdings Group, LLC 401(k) Plan
  • EIN ind #16301

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

Kerberrose S.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Kerberrose S.C. 401(k) Profit Sharing PlanKerberrose S.C. 401(k) Profi…$37MHarmonia Holdings Group, LLC 401(k) PlanHarmonia Holdings Group, LLC…$37MDiscover Vision Centers 401(k) PlanDiscover Vision Centers 401(…$37MCssi, Inc. Employee 401(k) PlanCssi, Inc. Employee 401(k) P…$37MCalifornia Medical Association Employees' Retirement Savings PlanCalifornia Medical Associati…$37M
End-of-year total assets ($M) among Kerberrose S.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$37M
Net Income$5M
Employer EIN391658423
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kerberrose S.C.)

Sponsor-wide plan assets over time

All Kerberrose S.C. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 37.45628805950645% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27M $37.1M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 214 $27M
2023 1 227 $33M
2024 1 243 $37M

Nearby 401(k) Plans in Wisconsin

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

Kerberrose S.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Kerberrose S.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.037098736 · Participants: 243Kerberrose S.C. 401(k) Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Kerberrose S.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Kerberrose S.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Kerberrose S.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Harmonia Holdings Group, LLC 401(k) Plan in VA ($37M); by covered participants it is Validatek Retirement Savings Plan in VA (243 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (243 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 Kerberrose S.C. 401(k) Profit Sharing Plan assets move in 2024? ▼
Kerberrose S.C. 401(k) Profit Sharing Plan grew at a solid clip - up 14.1% during 2024, from $33M to $37M. Reported net income was $5M.
How have Kerberrose S.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kerberrose S.C.'s sponsor-wide assets grew 37.5%, from $27M to $37M.
Where does Kerberrose S.C. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Kerberrose S.C. 401(k) Profit Sharing Plan ranks in the 80th 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 401(k) plans are similar in size to Kerberrose S.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Harmonia Holdings Group, LLC 401(k) Plan in VA ($37M, 352 participants).
Which 401(k) plans cover a similar participant headcount to Kerberrose S.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Validatek Retirement Savings Plan in VA (243 participants, $27M 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 391658423.

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.