Profit Sharing · DOL Form 5500 · 2022

Peterson Genetics, Inc. Profit Sharing Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
14
Participants Small participant base
69th
Percentile by assets National rank
$880,035
Avg per participant High balance/head
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Official DOL plan name: Peterson Genetics, Inc. Profit Sharing Plan · Sponsored by Peterson Genetics, Inc. · Iowa · Wholesale Trade

$12M in assets, 14 participants

Peterson Genetics, Inc.'s Peterson Genetics, Inc. Profit Sharing Plan reported $12M in total assets and 14 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,317 in Wholesale Trade (6,843 peers)

Peterson Genetics, Inc. multi-year trail

Peterson Genetics, Inc.'s plans moved +25.0% in assets from 2022 to 2024; this filing shows Peterson Genetics, Inc. Profit Sharing Plan at $12M / 14 participants.

#4,317
in Wholesale Trade (6,843 peers)
+27.8%
assets growth 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 Genetics, Inc. Profit Sharing Plan's outsized position by total assets

Peterson Genetics, Inc. Profit Sharing Plan vs every filed plan by assets

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

$12,320,487 Top 31% higher than 69% 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 Genetics, Inc. 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 Genetics, Inc. Profit Sharing Plan is a small filing (14 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 421066918 · Peterson Genetics, Inc. PY 2022 · Profit Sharing

Peterson Genetics, Inc. Profit Sharing Plan · $12M · 14 · 69th

  • EOY $12M
  • EOY 14
  • EOY 69th
  • EOY Profit Sharing
  • EOY near Windber Medical Center 403(b) Plan
  • EOY ind #4317

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 Iowa →

Peterson Genetics, Inc. Profit Sharing Plan in the asset neighbourhood

Vna of Care New England 403(b) PlanVna of Care New England 403(…$12MWindber Medical Center 403(b) PlanWindber Medical Center 403(b…$12MPrescott College 403(b) Defined Contribution and Tax Deferred Annuity PlanPrescott College 403(b) Defi…$12MPeterson Genetics, Inc. Profit Sharing PlanPeterson Genetics, Inc. Prof…$12MNational Children's Center, Inc. 403(b) Retirement Savings PlanNational Children's Center, …$12M
End-of-year total assets ($M) among Peterson Genetics, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Peterson Genetics, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Peterson Genetics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 24.995724600821383% vs 2022
2024 filing year
$12M$13M$14M$15M$16M 202220232024 $12.3M $15.4M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 14 $12M
2023 1 21 $14M
2024 1 23 $15M

Peterson Genetics, Inc. filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income-$1M
Employer EIN421066918
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Iowa

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

Peterson Genetics, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20002004006008001000 10121416182022 Total assets ($M) Participants Peterson Genetics, Inc. Profit Sharing Plan, Total assets ($M): 12.320487 · Participants: 14Peterson Genetics, Inc. Profit Sharing 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
Peterson Genetics, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Iowa, assets vs. participants
Compare Peterson Genetics, Inc. Profit Sharing Plan side-by-side with 3 peers →

Peterson Genetics, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Iowa, the nearest Profit Sharing by assets is Windber Medical Center 403(b) Plan in PA ($12M); by covered participants it is Pahl Farms Profit Sharing in ID (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Genetics, Inc. Profit Sharing Plan assets move in 2022? ▼
Peterson Genetics, Inc. Profit Sharing Plan grew sharply - up 27.8% during 2022, from $10M to $12M. Reported net income was -$1M.
How have Peterson Genetics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peterson Genetics, Inc.'s sponsor-wide assets grew 25.0%, from $12M to $15M.
Which Profit Sharing plans are similar in size to Peterson Genetics, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Windber Medical Center 403(b) Plan in PA ($12M, 466 participants).
Which Profit Sharing plans cover a similar participant headcount to Peterson Genetics, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Pahl Farms Profit Sharing in ID (14 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 421066918.

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.