401(k) · DOL Form 5500 · 2022

Petaluma Market, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
65
Participants Small participant base
42nd
Percentile by assets National rank
$50,727
Avg per participant Low balance/head
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Official DOL plan name: Petaluma Market, Inc. 401(k) Profit Sharing Plan · Sponsored by Petaluma Market, Inc. · California · Retail Trade

$3M in assets, 65 participants

Petaluma Market, Inc.'s Petaluma Market, Inc. 401(k) Profit Sharing Plan reported $3M in total assets and 65 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #4,911 in Retail Trade (9,519 peers)

2022 asset change

Petaluma Market, Inc. 401(k) Profit Sharing Plan declined sharply 18.1% in 2022 ($4M → $3M) for 65 participants.

#4,911
in Retail Trade (9,519 peers)
-18.1%
assets change YoY

The plan reported a net loss of $727K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Petaluma Market, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Petaluma Market, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,297,223 42nd percentile higher than 42% of 139,123 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 2022

Petaluma Market, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Petaluma Market, Inc. 401(k) Profit Sharing Plan is a small filing (65 participants) on this national headcount ladder.

DOL schedule card

Filing strip 680127320 · Petaluma Market, Inc. PY 2022 · 401(k)

Petaluma Market, Inc. 401(k) Profit Sharing Plan · $3M · 65 · 42nd

  • PCT $3M
  • PCT 65
  • PCT 42nd
  • PCT 401(k)
  • PCT near Wellbe Senior Medical 401(k) Plan
  • PCT ind #4911

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 Retail Trade retirement plans → · Plans in California →

Petaluma Market, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Petaluma Market, Inc. 401(k) Profit Sharing PlanPetaluma Market, Inc. 401(k)…$3MWellbe Senior Medical 401(k) PlanWellbe Senior Medical 401(k)…$3MFmh Material Handling Solutions, Inc. 401(k) PlanFmh Material Handling Soluti…$3MJenkins Linc-Merc, Inc. 401(k) PlanJenkins Linc-Merc, Inc. 401(…$3MSynergistix, Inc. 401(k) Plan$3M
End-of-year total assets ($M) among Petaluma Market, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Petaluma Market, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Petaluma Market, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 8.630050196786812% vs 2022
2024 filing year
$3M$3.2M$3.4M$3.6M$3.8M 202220232024 $3.3M $3.58M ▲ +8.5%
Year Plans Participants Total Assets
2022 1 65 $3M
2023 1 70 $3M
2024 1 95 $4M

2022 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$727K
Employer EIN680127320
Plan Effective Date1987-09-09
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Petaluma Market, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Petaluma Market, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.003297223 · Participants: 65Petaluma Market, Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Petaluma Market, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Petaluma Market, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Petaluma Market, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Wellbe Senior Medical 401(k) Plan in IL ($3M); by covered participants it is Lwbj, LLP 401(k) Plan in IA (65 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (65 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Petaluma Market, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Petaluma Market, Inc. 401(k) Profit Sharing Plan declined sharply - down 18.1% during 2022, from $4M to $3M. Reported net income was -$727K.
How have Petaluma Market, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Petaluma Market, Inc.'s sponsor-wide assets grew 8.6%, from $3M to $4M.
Which 401(k) plans are similar in size to Petaluma Market, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wellbe Senior Medical 401(k) Plan in IL ($3M, 99 participants).
Which 401(k) plans cover a similar participant headcount to Petaluma Market, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lwbj, LLP 401(k) Plan in IA (65 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 680127320.

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.