401(k) · DOL Form 5500 · 2022
Peterson Brustad Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $264,120
- Avg per participant High balance/head
Official DOL plan name: Peterson Brustad Inc. Profit Sharing 401(k) Plan · Sponsored by Peterson Brustad Inc. · California · Professional & Technical Services
$3M in assets, 13 participants
Peterson Brustad Inc.'s Peterson Brustad Inc. Profit Sharing 401(k) Plan reported $3M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.
- #8,688 in Professional & Technical Services (21,562 peers)
Peterson Brustad Inc. multi-year trail
Peterson Brustad Inc.'s plans moved +25.2% in assets from 2022 to 2024; this filing shows Peterson Brustad Inc. Profit Sharing 401(k) Plan at $3M / 13 participants.
- #8,688
- in Professional & Technical Services (21,562 peers)
- -23.7%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Peterson Brustad Inc. Profit Sharing 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Peterson Brustad Inc. Profit Sharing 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,433,563 43rd percentile higher than 43% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Peterson Brustad Inc. Profit Sharing 401(k) 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 Brustad Inc. Profit Sharing 401(k) Plan is a small filing (13 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 203310005 · Peterson Brustad Inc. PY 2022 · 401(k)
Peterson Brustad Inc. Profit Sharing 401(k) Plan · $3M · 13 · 43rd
- EOY $3M
- 5500 13
- ASSETS 43rd
- PCT 401(k)
- EIN near The 401(k) Group Plan
- RANK ind #8688
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 Professional & Technical Services retirement plans → · Plans in California →
Peterson Brustad Inc. Profit Sharing 401(k) Plan in the asset neighbourhood
Peterson Brustad Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Peterson Brustad Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 25.181160211710107% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $3M |
| 2023 | 1 | 10 | $4M |
| 2024 | 2 | 22 | $4M |
Peterson Brustad Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$1M |
| Employer EIN | 203310005 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Peterson Brustad Inc. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is The 401(k) Group Plan in ID ($3M); by covered participants it is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 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 (13 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.