401(k) · DOL Form 5500 · 2022

Peer Street, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
246
Participants Below avg headcount
47th
Percentile by assets National rank
$17,449
Avg per participant Low balance/head
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Official DOL plan name: Peer Street 401(k) Plan · Sponsored by Peer Street, Inc. · California · Finance & Insurance

$4M in assets, 246 participants

Peer Street, Inc.'s Peer Street 401(k) Plan reported $4M in total assets and 246 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #3,037 in Finance & Insurance (9,261 peers)

Coverage in California

Peer Street 401(k) Plan covers 246 participants in California, about 39% of the average California filer (state average ~630 per filing). Assets: $4M.

#3,037
in Finance & Insurance (9,261 peers)
-7.0%
assets change YoY

The plan reported a net loss of $322K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Peer Street 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Peer Street 401(k) Plan vs every filed plan by assets

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

$4,292,420 47th percentile higher than 47% 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

Peer Street 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Peer Street 401(k) Plan sits mid-pack in the medium band (246 participants).

Plan-year Form 5500 strip

Filing strip 464348584 · Peer Street, Inc. PY 2022 · 401(k)

Peer Street 401(k) Plan · $4M · 246 · 47th

  • TYPE $4M
  • TYPE 246
  • TYPE 47th
  • TYPE 401(k)
  • TYPE near Aspen Group, Inc. 401(k) Profit Sharing Plan and Trust
  • TYPE ind #3037

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 Finance & Insurance retirement plans → · Plans in California →

Peer Street 401(k) Plan in the asset neighbourhood

Peer Street 401(k) Plan$4MAspen Group, Inc. 401(k) Profit Sharing Plan and TrustAspen Group, Inc. 401(k) Pro…$4MSolidscape, Inc. 401(k) Salary Savings PlanSolidscape, Inc. 401(k) Sala…$4MCurtis Media Group 401(k) PlanCurtis Media Group 401(k) Pl…$4MThe Country Club of Jackson 401(k) PlanThe Country Club of Jackson …$4M
End-of-year total assets ($M) among Peer Street 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$322K
Employer EIN464348584
Plan Effective Date2017-04-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Peer Street, Inc.)

Sponsor-wide plan assets over time

All Peer Street, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 38.831987550146536% vs 2022
2023 filing year
$2M$2.5M$3M$3.5M$4M$4.5M 20222023 $4.29M $2.63M ▼ -38.7%
Year Plans Participants Total Assets
2022 1 246 $4M
2023 1 101 $3M

Nearby 401(k) Plans in California

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

Peer Street 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Peer Street 401(k) Plan, Total assets ($B): 0.00429242 · Participants: 246Peer Street 401(k) 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
Peer Street 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Peer Street 401(k) Plan side-by-side with 3 peers →

Peer Street 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Aspen Group, Inc. 401(k) Profit Sharing Plan and Trust in NY ($4M); by covered participants it is Skc Communication Products, LLC. 401(k) Plan in KS (246 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (246 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 Peer Street 401(k) Plan assets move in 2022? ▼
Peer Street 401(k) Plan pulled back noticeably - down 7.0% during 2022, from $5M to $4M. Reported net income was -$322K.
How have Peer Street, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Peer Street, Inc.'s sponsor-wide assets declined 38.8%, from $4M to $3M.
Which 401(k) plans are similar in size to Peer Street 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aspen Group, Inc. 401(k) Profit Sharing Plan and Trust in NY ($4M, 966 participants).
Which 401(k) plans cover a similar participant headcount to Peer Street 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Skc Communication Products, LLC. 401(k) Plan in KS (246 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 464348584.

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.