401(k) · DOL Form 5500 · 2022

The Peterson Companies 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
176
Participants Small participant base
88th
Percentile by assets National rank
$271,673
Avg per participant High balance/head
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Official DOL plan name: The Peterson Companies 401(k) Employee Incentive Plan · Sponsored by The Peterson Companies · Virginia · Real Estate

$48M in assets, 176 participants

The Peterson Companies's The Peterson Companies 401(k) Employee Incentive Plan reported $48M in total assets and 176 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #4,827 in Real Estate (5,057 peers)

Coverage in Virginia

The Peterson Companies 401(k) Employee Incentive Plan covers 176 participants in Virginia, about 23% of the average Virginia filer (state average ~782 per filing). Assets: $48M.

#4,827
in Real Estate (5,057 peers)
-15.1%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Peterson Companies 401(k) Employee Incentive Plan's outsized position by total assets

The Peterson Companies 401(k) Employee Incentive Plan vs every filed plan by assets

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

$47,814,360 Top 12% higher than 88% 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

The Peterson Companies 401(k) Employee Incentive Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Peterson Companies 401(k) Employee Incentive Plan sits mid-pack in the medium band (176 participants).

Published 5500 schedule card

Filing strip 541160244 · The Peterson Companies PY 2022 · 401(k)

The Peterson Companies 401(k) Employee Incentive Plan · $48M · 176 · 88th

  • PCT $48M
  • EIN 176
  • RANK 88th
  • PHOTO 401(k)
  • IND near Mclaughlin & Stern, LLP 401(k) Plan
  • EOY ind #4827

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 Real Estate retirement plans → · Plans in Virginia →

The Peterson Companies 401(k) Employee Incentive Plan in the asset neighbourhood

Mclaughlin & Stern, LLP 401(k) PlanMclaughlin & Stern, LLP 401(…$48MRiverstone Group Inc. and Affiliates Employee Savings PlanRiverstone Group Inc. and Af…$48MThe Peterson Companies 401(k) Employee Incentive PlanThe Peterson Companies 401(k…$48MNew York Mets Employee Savings PlanNew York Mets Employee Savin…$48MNew York Mets Employee Savings PlanNew York Mets Employee Savin…$48M
End-of-year total assets ($M) among The Peterson Companies 401(k) Employee Incentive Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$48M
Net Income-$8M
Employer EIN541160244
Plan Effective Date1984-12-15
Filing StatusFILING RECEIVED

Sponsor Plan History (The Peterson Companies)

Sponsor-wide plan assets over time

All The Peterson Companies plans reported in each filing year

Latest sponsor-wide plan assets
$62M 29.751039227545867% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $47.8M $62M ▲ +29.8%
Year Plans Participants Total Assets
2022 1 176 $48M
2023 1 170 $56M
2024 1 180 $62M

Nearby 401(k) Plans in Virginia

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

The Peterson Companies 401(k) Employee Incentive Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants The Peterson Companies 401(k) Employee Incentive Plan, Total assets ($B): 0.04781436 · Participants: 176The Peterson Companies 401(k) Employee Incentive PlanNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
The Peterson Companies 401(k) Employee Incentive Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare The Peterson Companies 401(k) Employee Incentive Plan side-by-side with 3 peers →

The Peterson Companies 401(k) Employee Incentive Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Mclaughlin & Stern, LLP 401(k) Plan in NY ($48M); by covered participants it is Spin-Off Termination Plan for Arranta Bio Ma, LLC in MA (176 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (176 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 The Peterson Companies 401(k) Employee Incentive Plan assets move in 2022? ▼
The Peterson Companies 401(k) Employee Incentive Plan declined sharply - down 15.1% during 2022, from $56M to $48M. Reported net income was -$8M.
How have The Peterson Companies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Peterson Companies's sponsor-wide assets grew 29.8%, from $48M to $62M.
Where does The Peterson Companies 401(k) Employee Incentive Plan rank by assets among Form 5500 filers? ▼
The Peterson Companies 401(k) Employee Incentive Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Peterson Companies 401(k) Employee Incentive Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mclaughlin & Stern, LLP 401(k) Plan in NY ($48M, 169 participants).
Which 401(k) plans cover a similar participant headcount to The Peterson Companies 401(k) Employee Incentive Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Spin-Off Termination Plan for Arranta Bio Ma, LLC in MA (176 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 541160244.

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.