Kerry 401(k) and pension plans

Kerry Inc., Beloit, WI. EIN 51-0274193. Annual reports 2009–2024. Also filed as Kerry Inc; Kerry, Inc; Kerry, Inc.

Kerry Inc. has 2 active retirement plans on file. The largest is the Kerry Inc. Savings Plan, with 6,528 participants and $604 million in assets in 2024. Empower has been its recordkeeper since 2014.

Active plans: 2
Participants: 8,085
Plan assets: $672 million
401(k) recordkeeper: Empower
Plans on file: 3
Industry: Manufacturing

All 3 plans

Active plans first

Kerry Inc. Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 51-0274193
Participants (2024): 6,528
Net assets (2024): $604 million
Recordkeeper: EmpowerEarlier: J.P. Morgan (2013), Newport Retirement Services (2009–2012)
Plan administrator: Kerry Inc.
3400 Millington Road
Beloit, WI 53511
(608) 363-1200As filed for 2024
In effect since: October 31, 1988

Plans merged into this one: Kerry Inc. Fbo Custom Industries Hourly Employee 401(k) Plan (2013).

Earlier plan names: Kerry, Inc Savings Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	6,528	$604 million	Empower
2023	6,674	$545 million	Empower
2022	7,422	$478 million	Empower
2021	7,308	$586 million	Empower
2020	6,865	$516 million	Empower
2019	6,739	$444 million	Empower
2018	6,661	$366 million	Empower
2017	5,923	$383 million	Empower
2016	5,788	$319 million	Empower
2015	5,410	$268 million	Empower
2014	5,225	$265 million	Empower
2013	5,174	$248 million	J.P. Morgan
2012	4,872	$212 million	Newport Retirement Services
2011	4,911	$184 million	Newport Retirement Services
2010	4,480	$173 million	Newport Retirement Services
2009	4,277	$147 million	Newport Retirement Services

Kerry Inc. Employees Retirement Plan

Cash balance pension, frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 51-0274193
Participants (2024): 1,557
Net assets (2024): $67.8 million
Administered by: John HancockEarlier: New York Life Investment Management (2009–2014)
Plan administrator: Kerry Inc.
3400 Millington RD
Beloit, WI 53511
(888) 655-7783As filed for 2024
In effect since: November 10, 1985

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,557	$67.8 million	John Hancock
2023	1,616	$72.3 million	John Hancock
2022	1,671	$69.3 million	John Hancock
2021	1,721	$99.5 million	John Hancock
2020	1,783	$96.1 million	John Hancock
2019	1,841	$89.1 million	John Hancock
2018	1,898	$76.4 million	John Hancock
2017	1,956	$87.4 million	John Hancock
2016	2,000	$80.0 million	John Hancock
2015	2,045	$81.6 million	John Hancock
2014	1,985	$81.0 million	New York Life Investment Management
2013	2,013	$75.6 million	New York Life Investment Management
2012	2,070	$68.2 million	New York Life Investment Management
2011	2,137	$62.9 million	New York Life Investment Management
2010	2,185	$67.2 million	New York Life Investment Management
2009	2,259	$58.6 million	New York Life Investment Management

Kerry Inc. Fbo Custom Industries Hourly Employee 401(k) Plan

401(k)Merged

Merged. In 2013 its assets moved to the Kerry Inc. Savings Plan, sponsored by Kerry Inc. (EIN 51-0274193, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 009Employer EIN 51-0274193
Participants (2012): 7
Net assets (2012): $66,420
Plan administrator: Kerry Inc
3400 Millington Road
Beloit, WI 53511
(608) 363-1200As filed for 2013
In effect since: February 2, 1993

Year by year, 2009 to 2013

Plan year	Participants	Net assets	Recordkeeper
2013	0	$0	not listed
2012	7	$66,420	not listed
2011	8	$65,689	not listed
2010	12	$233,569	not listed
2009	16	$299,852	not listed

If you had money in one of these plans

Call Empower (empower.com), which runs the Kerry Inc. Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((608) 363-1200). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.