Profit Sharing · DOL Form 5500 · 2022

Lois Peters Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
N/A
Participants Small participant base
31st
Percentile by assets National rank
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Official DOL plan name: The James Peters Pension Plan · Sponsored by Lois Peters · Iowa · Finance & Insurance

$2M in assets, N/A participants

Lois Peters's The James Peters Pension Plan reported $2M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #1,944 in Finance & Insurance (9,261 peers)

Lois Peters multi-year trail

Lois Peters's plans moved -15.5% in assets from 2022 to 2024; this filing shows The James Peters Pension Plan at $2M / N/A participants.

#1,944
in Finance & Insurance (9,261 peers)
+2.1%
assets growth YoY

The James Peters Pension Plan among the smaller filed plans by assets

The James Peters Pension Plan vs every filed plan by assets

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

$1,684,068 31st percentile higher than 31% 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

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

DOL schedule card

Filing strip 421263892 · Lois Peters PY 2022 · Profit Sharing

The James Peters Pension Plan · $2M · N/A · 31st

  • VS-ST $2M
  • VS-ST N/A
  • VS-ST 31st
  • VS-ST Profit Sharing
  • VS-ST near Findlay Orthodontics, Inc. Employees Profit Sharing Plan & Trust
  • VS-ST ind #1944

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 Iowa →

The James Peters Pension Plan in the asset neighbourhood

Majid Molaie Md, Inc. Retirement PlanMajid Molaie Md, Inc. Retire…$2MThe James Peters Pension Plan$2MFindlay Orthodontics, Inc. Employees Profit Sharing Plan & TrustFindlay Orthodontics, Inc. E…$2MMitchell Metal Products, Inc. Profit Sharing PlanMitchell Metal Products, Inc…$2MC&m Associates, Inc. Retirement TrustC&m Associates, Inc. Retirem…$2M
End-of-year total assets ($M) among The James Peters Pension Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Lois Peters multi-year asset trail

Sponsor-wide plan assets over time

All Lois Peters plans reported in each filing year

Latest sponsor-wide plan assets
$1M 15.54468109363755% vs 2022
2024 filing year
$1.3M$1.4M$1.5M$1.6M$1.7M$1.8M 202220232024 $1.68M $1.42M ▼ -15.5%
Year Plans Participants Total Assets
2022 1 N/A $2M
2023 1 N/A $1M
2024 1 N/A $1M

Lois Peters filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$34K
Employer EIN421263892
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Iowa

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

The James Peters Pension Plan vs. nearby Profit Sharing plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20002004006008001000 0510152025 Total assets ($M) Participants The James Peters Pension Plan, Total assets ($M): 1.684068 · Participants: 0The James Peters Pension PlanLiberty Pattern Company Profit Sharing Plan, Total assets ($M): 21.182486 · Participants: 12Liberty Pattern Company Profit Sharing PlanCambridge Investment Group, Inc. Profit Sharing Plan, Total assets ($M): 17.001274 · Participants: 772Cambridge Investment Group, Inc. Profit Sharing PlanPalmer Lutheran Health Center, Inc. 403(b) Plan, Total assets ($M): 16.565021 · Participants: 219Palmer Lutheran Health Center, Inc. 403(b) PlanTs Banking Group Savings Plan, Total assets ($M): 14.749988 · Participants: 227Ts Banking Group Savings PlanHwh Corporation Employees' Profit Sharing Plan and Trust, Total assets ($M): 14.268608 · Participants: 80Hwh Corporation Employees' Profit Sharing Plan and Trust
The James Peters Pension Plan vs. nearby Profit Sharing plans in Iowa, assets vs. participants
Compare The James Peters Pension Plan side-by-side with 3 peers →

The James Peters Pension Plan's closest out-of-state Profit Sharing peers by assets

Outside Iowa, the nearest Profit Sharing by end-of-year assets is Findlay Orthodontics, Inc. Employees Profit Sharing Plan & Trust in OH at $2M (this filing: $2M).

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 The James Peters Pension Plan assets move in 2022? ▼
The James Peters Pension Plan edged up modestly - up 2.1% during 2022, from $2M to $2M. Reported net income was $34K.
How have Lois Peters plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lois Peters's sponsor-wide assets declined 15.5%, from $2M to $1M.
Which Profit Sharing plans are similar in size to The James Peters Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Findlay Orthodontics, Inc. Employees Profit Sharing Plan & Trust in OH ($2M, 6 participants).

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 421263892.

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.