Defined Benefit (Pension) · DOL Form 5500 · 2024
Kern Regional Center Pension Plan
Data updated 2026-08-25
- $54M
- Total assets Below avg plan size
- 80
- Participants Small participant base
- 85th
- Percentile by assets National rank
- $675,174
- Avg per participant High balance/head
Official DOL plan name: Kern Regional Center Defined Benefit Retirement Plan · Sponsored by Kern Regional Center · California · Healthcare & Social Assistance
$54M in assets, 80 participants
Kern Regional Center's Kern Regional Center Defined Benefit Retirement Plan reported $54M in total assets and 80 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #14,754 in Healthcare & Social Assistance (16,916 peers)
Where Kern Regional Center Defined Benefit Retirement Plan sits by assets
Kern Regional Center Defined Benefit Retirement Plan sits in the top quartile of all filed plans by assets, $54M for 80 participants (~$675,174/participant), down 2.2% in 2024.
- #14,754
- in Healthcare & Social Assistance (16,916 peers)
- -2.2%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kern Regional Center Defined Benefit Retirement Plan's outsized position by total assets
Kern Regional Center Defined Benefit Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$54,013,918 Top 15% higher than 85% 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
Kern Regional Center Defined Benefit Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kern Regional Center Defined Benefit Retirement Plan is a small filing (80 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kern Regional Center Defined Benefit Retirement Plan reported net income fell from $10M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Kern Regional Center Defined Benefit Retirement Plan reported participants fell from 92 in the plan year 2023 filing to 80 in the plan year 2024 filing.
- Kern Regional Center Defined Benefit Retirement Plan end-of-year assets fell from $55M in the plan year 2023 filing to $54M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 237115846 · Kern Regional Center PY 2024 · Defined Benefit (Pension)
Kern Regional Center Defined Benefit Retirement Plan · $54M · 80 · 85th
- VS-ST $54M
- BOY 80
- SCH 85th
- EBSA Defined Benefit (Pension)
- PART near Plumbers & Steamfitters Local 146 Pension Plan
- TYPE ind #14754
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 Healthcare & Social Assistance retirement plans → · Plans in California →
Kern Regional Center Defined Benefit Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $55M |
|---|---|
| Net Assets (End of Year) | $54M |
| Net Income | -$1M |
| Employer EIN | 237115846 |
| Plan Effective Date | 2002-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kern Regional Center)
Sponsor-wide plan assets over time
All Kern Regional Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $66M 16.109108698155953% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 623 | $57M |
| 2023 | 2 | 391 | $64M |
| 2024 | 2 | 432 | $66M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $34.5B · 135,057
- Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
- Western States Carpenters Pension Plan $11.3B · 48,582
- Ilwu-Pma Pension Plan $10.8B · 15,833
Kern Regional Center Defined Benefit Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Plumbers & Steamfitters Local 146 Pension Plan in TX ($54M); by covered participants it is Keystone Folding Box Company Retirement Plan in NJ (80 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($54M here).
Similar participant headcount
Nearest other-state filings by covered participants (80 participants); asset peers above are excluded.
- Keystone Folding Box Company Retirement Plan (NJ) 80 · 0 off
- Ironworkers 568 Retirement Plan (MD) 80 · 0 off
- Chemung Canal Trust Company Pension Plan (NY) 80 · 0 off
- Community Resource Credit Union Pension Plan (TX) 80 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.