401(k) · DOL Form 5500 · 2022

George Petersen Insurance Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
185
Participants Below avg headcount
80th
Percentile by assets National rank
$130,574
Avg per participant Near avg balance/head
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Official DOL plan name: George Petersen Insurance Agency, Inc. 401(k) Plan · Sponsored by George Petersen Insurance Agency, Inc. · California · Finance & Insurance

$24M in assets, 185 participants

George Petersen Insurance Agency, Inc.'s George Petersen Insurance Agency, Inc. 401(k) Plan reported $24M in total assets and 185 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,285 in Finance & Insurance (9,261 peers)

Coverage in California

George Petersen Insurance Agency, Inc. 401(k) Plan covers 185 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $24M.

#6,285
in Finance & Insurance (9,261 peers)
-6.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

George Petersen Insurance Agency, Inc. 401(k) Plan's outsized position by total assets

George Petersen Insurance Agency, Inc. 401(k) Plan vs every filed plan by assets

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

$24,156,256 Top 20% higher than 80% 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

George Petersen Insurance Agency, Inc. 401(k) 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. George Petersen Insurance Agency, Inc. 401(k) Plan sits mid-pack in the medium band (185 participants).

Published 5500 schedule card

Filing strip 942674185 · George Petersen Insurance Agency, Inc. PY 2022 · 401(k)

George Petersen Insurance Agency, Inc. 401(k) Plan · $24M · 185 · 80th

  • IND $24M
  • IND 185
  • IND 80th
  • IND 401(k)
  • IND near Grant Regional Health Center Retirement Plan
  • IND ind #6285

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 California →

George Petersen Insurance Agency, Inc. 401(k) Plan in the asset neighbourhood

George Petersen Insurance Agency, Inc. 401(k) PlanGeorge Petersen Insurance Ag…$24MGrant Regional Health Center Retirement PlanGrant Regional Health Center…$24MNew World Van Lines Retirement Savings PlanNew World Van Lines Retireme…$24MDressman Benzinger Lavelle Psc 401(k) Profit Sharing Retirement PlanDressman Benzinger Lavelle P…$24MWatson Electrical 401(k) Plan$24M
End-of-year total assets ($M) among George Petersen Insurance Agency, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$24M
Net Income-$2M
Employer EIN942674185
Plan Effective Date1992-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (George Petersen Insurance Agency, Inc.)

Sponsor-wide plan assets over time

All George Petersen Insurance Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 41.88376294737065% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.2M $34.3M ▲ +41.8%
Year Plans Participants Total Assets
2022 1 185 $24M
2023 1 192 $29M
2024 1 222 $34M

Nearby 401(k) Plans in California

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

George Petersen Insurance Agency, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants George Petersen Insurance Agency, Inc. 401(k) Plan, Total assets ($B): 0.024156256 · Participants: 185George Petersen Insurance Agency, Inc. 401(k) PlanWells 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
George Petersen Insurance Agency, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare George Petersen Insurance Agency, Inc. 401(k) Plan side-by-side with 3 peers →

George Petersen Insurance Agency, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Grant Regional Health Center Retirement Plan in WI ($24M); by covered participants it is Brew City Pizza, Inc. Retirement Plan in WI (185 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (185 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 George Petersen Insurance Agency, Inc. 401(k) Plan assets move in 2022? ▼
George Petersen Insurance Agency, Inc. 401(k) Plan pulled back noticeably - down 6.9% during 2022, from $26M to $24M. Reported net income was -$2M.
How have George Petersen Insurance Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), George Petersen Insurance Agency, Inc.'s sponsor-wide assets grew 41.9%, from $24M to $34M.
Where does George Petersen Insurance Agency, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
George Petersen Insurance Agency, Inc. 401(k) Plan ranks in the 80th 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 George Petersen Insurance Agency, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Grant Regional Health Center Retirement Plan in WI ($24M, 289 participants).
Which 401(k) plans cover a similar participant headcount to George Petersen Insurance Agency, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brew City Pizza, Inc. Retirement Plan in WI (185 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 942674185.

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.