Profit Sharing · DOL Form 5500 · 2022

Peterson Company Profit Sharing Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
31
Participants Small participant base
68th
Percentile by assets National rank
$382,205
Avg per participant High balance/head
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Official DOL plan name: Peterson Company Profit-Sharing Plan · Sponsored by Peterson Company · Colorado · Wholesale Trade

$12M in assets, 31 participants

Peterson Company's Peterson Company Profit-Sharing Plan reported $12M in total assets and 31 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,232 in Wholesale Trade (6,843 peers)

Peterson Company multi-year trail

Peterson Company's plans moved +88.0% in assets from 2022 to 2024; this filing shows Peterson Company Profit-Sharing Plan at $12M / 31 participants.

#4,232
in Wholesale Trade (6,843 peers)
-5.2%
assets change YoY

The plan reported a net loss of $648K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Peterson Company Profit-Sharing Plan's outsized position by total assets

Peterson Company Profit-Sharing Plan vs every filed plan by assets

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

$11,848,341 Top 32% higher than 68% 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

Peterson Company 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. Peterson Company Profit-Sharing Plan is a small filing (31 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 840381604 · Peterson Company PY 2022 · Profit Sharing

Peterson Company Profit-Sharing Plan · $12M · 31 · 68th

  • EOY $12M
  • 5500 31
  • ASSETS 68th
  • PCT Profit Sharing
  • EIN near 403(b) Thrift Plan of Elder Services of Worcester Area, Inc.
  • RANK ind #4232

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 Wholesale Trade retirement plans → · Plans in Colorado →

Peterson Company Profit-Sharing Plan in the asset neighbourhood

Peterson Company Profit-Sharing PlanPeterson Company Profit-Shar…$12MHuntington Tobacco Co., Inc. Profit Sharing PlanHuntington Tobacco Co., Inc.…$12MKv Mathew Md PC Employees Profit Sharing PlanKv Mathew Md PC Employees Pr…$12M403(b) Thrift Plan of Elder Services of Worcester Area, Inc.403(b) Thrift Plan of Elder …$12M401(a) Profit-Sharing Plan for Employees of Evident Change401(a) Profit-Sharing Plan f…$12M
End-of-year total assets ($M) among Peterson Company Profit-Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Peterson Company multi-year asset trail

Sponsor-wide plan assets over time

All Peterson Company plans reported in each filing year

Latest sponsor-wide plan assets
$22M 88.03535448549295% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $11.9M $22.3M ▲ +88.0%
Year Plans Participants Total Assets
2022 1 31 $12M
2023 1 26 $18M
2024 1 30 $22M

Peterson Company filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income-$648K
Employer EIN840381604
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Colorado

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Peterson Company Profit-Sharing Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 10203040 Total assets ($M) Participants Peterson Company Profit-Sharing Plan, Total assets ($M): 11.848341 · Participants: 31Peterson Company Profit-Sharing PlanHensel Phelps Hourly Retirement Plan, Total assets ($M): 38.311724 · Participants: 642Hensel Phelps Hourly Retirement PlanAmended & Restated Profit Sharing Plan of Midwest Pms, Total assets ($M): 31.655642 · Participants: 125Amended & Restated Profit Sharing Plan of Midwest PmsLiberty Pr Mobility 401(k) Savings Plans, Total assets ($M): 29.136775 · Participants: 1208Liberty Pr Mobility 401(k) Savings PlansRetirement Plan of Public Broadcasting of Colorado, Inc., Total assets ($M): 15.311581 · Participants: 177Retirement Plan of Public Broadcasting of Colorado, Inc.Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan, Total assets ($M): 11.705058 · Participants: 12Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan
Peterson Company Profit-Sharing Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants
Compare Peterson Company Profit-Sharing Plan side-by-side with 3 peers →

Peterson Company Profit-Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Colorado, the nearest Profit Sharing by assets is 403(b) Thrift Plan of Elder Services of Worcester Area, Inc. in MA ($12M); by covered participants it is Iliad Media Boise LLC Profit-Sharing Plan in ID (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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 Peterson Company Profit-Sharing Plan assets move in 2022? ▼
Peterson Company Profit-Sharing Plan pulled back noticeably - down 5.2% during 2022, from $12M to $12M. Reported net income was -$648K.
How have Peterson Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peterson Company's sponsor-wide assets grew 88.0%, from $12M to $22M.
Which Profit Sharing plans are similar in size to Peterson Company Profit-Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is 403(b) Thrift Plan of Elder Services of Worcester Area, Inc. in MA ($12M, 198 participants).
Which Profit Sharing plans cover a similar participant headcount to Peterson Company Profit-Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Iliad Media Boise LLC Profit-Sharing Plan in ID (31 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 840381604.

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.