401(k) · DOL Form 5500 · 2022

Petal Card, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
156
Participants Small participant base
51st
Percentile by assets National rank
$32,973
Avg per participant Low balance/head
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Official DOL plan name: Petal Card, Inc. 401(k) Plan · Sponsored by Petal Card, Inc. · New York · Finance & Insurance

$5M in assets, 156 participants

Petal Card, Inc.'s Petal Card, Inc. 401(k) Plan reported $5M in total assets and 156 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,309 in Finance & Insurance (9,261 peers)

Coverage in New York

Petal Card, Inc. 401(k) Plan covers 156 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $5M.

#3,309
in Finance & Insurance (9,261 peers)
+31.0%
assets growth YoY

Petal Card, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Petal Card, Inc. 401(k) Plan vs every filed plan by assets

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

$5,143,816 Top 49% higher than 51% 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

Petal Card, 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. Petal Card, Inc. 401(k) Plan sits mid-pack in the medium band (156 participants).

EBSA filing schedule strip

Filing strip 811417454 · Petal Card, Inc. PY 2022 · 401(k)

Petal Card, Inc. 401(k) Plan · $5M · 156 · 51st

  • EIN $5M
  • RANK 156
  • PHOTO 51st
  • IND 401(k)
  • EOY near On Tap Credit Union 401(k) Salary Reduction Plan
  • 5500 ind #3309

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 New York →

Petal Card, Inc. 401(k) Plan in the asset neighbourhood

Petal Card, Inc. 401(k) Plan$5MOn Tap Credit Union 401(k) Salary Reduction PlanOn Tap Credit Union 401(k) S…$5MSher / Gelb, an Acct. Corp Profit Sharing PlanSher / Gelb, an Acct. Corp P…$5MDeangelo Contracting Services 401(k) PlanDeangelo Contracting Service…$5MRaj Manufacturing 401(k) Plan$5M
End-of-year total assets ($M) among Petal Card, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN811417454
Plan Effective Date2018-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Petal Card, Inc.)

Sponsor-wide plan assets over time

All Petal Card, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $5.14M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 156 $5M
2023 1 164 $7M
2024 1 88 N/A

Nearby 401(k) Plans in New York

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

Petal Card, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Petal Card, Inc. 401(k) Plan, Total assets ($B): 0.005143816 · Participants: 156Petal Card, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Petal Card, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Petal Card, Inc. 401(k) Plan side-by-side with 3 peers →

Petal Card, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is On Tap Credit Union 401(k) Salary Reduction Plan in CO ($5M); by covered participants it is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (156 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Petal Card, Inc. 401(k) Plan assets move in 2022? ▼
Petal Card, Inc. 401(k) Plan surged - up 31.0% during 2022, from $4M to $5M. Reported net income was $1M.
Which 401(k) plans are similar in size to Petal Card, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is On Tap Credit Union 401(k) Salary Reduction Plan in CO ($5M, 59 participants).
Which 401(k) plans cover a similar participant headcount to Petal Card, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (156 participants, $90K 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 811417454.

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.