401(k) · DOL Form 5500 · 2022

Brian I Peters 401(k) Plan

Data updated 2026-08-25

$138K
Total assets Small plan by assets
5
Participants Small participant base
8th
Percentile by assets National rank
$27,697
Avg per participant Low balance/head
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Official DOL plan name: Brian I Peters 401(k) Profit Sharing Plan & Trust · Sponsored by Brian I Peters · California · Retail Trade

$138K in assets, 5 participants

Brian I Peters's Brian I Peters 401(k) Profit Sharing Plan & Trust reported $138K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 8th 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.

  • #1,134 in Retail Trade (9,519 peers)

Brian I Peters multi-year trail

Brian I Peters's plans moved -11.4% in assets from 2022 to 2024; this filing shows Brian I Peters 401(k) Profit Sharing Plan & Trust at $138K / 5 participants.

#1,134
in Retail Trade (9,519 peers)
-16.3%
assets change YoY

The plan reported a net loss of $27K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Brian I Peters 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Brian I Peters 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$138,483 8th percentile higher than 8% 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

Brian I Peters 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brian I Peters 401(k) Profit Sharing Plan & Trust is a micro filing (5 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 330303496 · Brian I Peters PY 2022 · 401(k)

Brian I Peters 401(k) Profit Sharing Plan & Trust · $138K · 5 · 8th

  • EOY $138K
  • 5500 5
  • ASSETS 8th
  • PCT 401(k)
  • EIN near Choice Directory Corporation 401(k) Plan
  • RANK ind #1134

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 →

Brian I Peters 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Brian I Peters 401(k) Profit Sharing Plan & TrustBrian I Peters 401(k) Profit…$138KChoice Directory Corporation 401(k) PlanChoice Directory Corporation…$138KKandyland Pool Supply and Service, Inc. 401(k) PlanKandyland Pool Supply and Se…$139KH&x Inc 401(k) Plan$138KCanocas Corp 401(k) Plan$139K
End-of-year total assets ($M) among Brian I Peters 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Brian I Peters multi-year asset trail

Sponsor-wide plan assets over time

All Brian I Peters plans reported in each filing year

Latest sponsor-wide plan assets
$123K 11.419452207130117% vs 2022
2024 filing year
$0.08M$0.1M$0.12M$0.14M$0.16M 202220232024 $0.14M $0.12M ▼ -14.3%
Year Plans Participants Total Assets
2022 1 5 $138K
2023 1 7 $101K
2024 1 4 $123K

Brian I Peters filing trail (2022)

Total Assets (Beginning of Year)$165K
Net Assets (End of Year)$138K
Net Income-$27K
Employer EIN330303496
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Brian I Peters 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Brian I Peters 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000138483 · Participants: 5Brian I Peters 401(k) Profit Sharing Plan & TrustWells 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
Brian I Peters 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Brian I Peters 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Brian I Peters 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Choice Directory Corporation 401(k) Plan in NC ($138K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($138K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Brian I Peters 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Brian I Peters 401(k) Profit Sharing Plan & Trust declined sharply - down 16.3% during 2022, from $165K to $138K. Reported net income was -$27K.
How have Brian I Peters plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brian I Peters's sponsor-wide assets declined 11.4%, from $138K to $123K.
Where does Brian I Peters 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Brian I Peters 401(k) Profit Sharing Plan & Trust ranks in the 8th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Brian I Peters 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Choice Directory Corporation 401(k) Plan in NC ($138K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Brian I Peters 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (5 participants, $48K 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 330303496.

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.