Defined Benefit (Pension) · DOL Form 5500 · 2024
Kerr Group, LLC Pension Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 59th
- Percentile by assets National rank
Official DOL plan name: Kerr Group, Inc. Retirement Income Plan I · Sponsored by Kerr Group, LLC · Indiana · Manufacturing
$11M in assets, N/A participants
Kerr Group, LLC's Kerr Group, Inc. Retirement Income Plan I reported $11M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.
- #8,039 in Manufacturing (17,777 peers)
What the 2024 filing shows
Kerr Group, Inc. Retirement Income Plan I holds $11M for N/A participants, above the median plan by assets.
- #8,039
- in Manufacturing (17,777 peers)
- -4.8%
- assets change YoY
The plan reported a net loss of $580K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kerr Group, Inc. Retirement Income Plan I's mid-pack asset rank among Manufacturing and all filers
Kerr Group, Inc. Retirement Income Plan I vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,452,236 Top 41% higher than 59% 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
Filed plans by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kerr Group, Inc. Retirement Income Plan I reported net income fell from $33K in the plan year 2023 filing to -$580K in the plan year 2024 filing.
- Kerr Group, Inc. Retirement Income Plan I end-of-year assets fell from $12M in the plan year 2023 filing to $11M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 950898810 · Kerr Group, LLC PY 2024 · Defined Benefit (Pension)
Kerr Group, Inc. Retirement Income Plan I · $11M · N/A · 59th
- 5500 $11M
- 5500 N/A
- 5500 59th
- 5500 Defined Benefit (Pension)
- 5500 near Waterfront Warehouses Local No. 1429 Pension Fund
- 5500 ind #8039
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 Indiana →
Kerr Group, Inc. Retirement Income Plan I in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$580K |
| Employer EIN | 950898810 |
| Plan Effective Date | 1998-10-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kerr Group, LLC)
Sponsor-wide plan assets over time
All Kerr Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 4.55389072812496% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $12M |
| 2023 | 1 | N/A | $12M |
| 2024 | 1 | N/A | $11M |
Nearby Defined Benefit (Pension) Plans in Indiana
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- The Lilly Retirement Plan $11.8B · 19,897
- Cummins Pension Plan $3.2B · 30,640
- Indiana Laborers Pension Fund $1.8B · 11,039
- Elevance Health Cash Balance Plan a $1.2B · 7,552
- Nisource Pension Plan $1.0B · 2,133
Kerr Group, Inc. Retirement Income Plan I's closest out-of-state Defined Benefit (Pension) peers by assets
Outside Indiana, the nearest Defined Benefit (Pension) by end-of-year assets is Waterfront Warehouses Local No. 1429 Pension Fund in MD at $11M (this filing: $11M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.