401(k) · DOL Form 5500 · 2022

Peterson Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
105
Participants Small participant base
55th
Percentile by assets National rank
$59,923
Avg per participant Low balance/head
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Official DOL plan name: Peterson Enterprises, Inc. 401(k) Savings Plan and Trust · Sponsored by Peterson Enterprises, Inc. · Missouri · Manufacturing

$6M in assets, 105 participants

Peterson Enterprises, Inc.'s Peterson Enterprises, Inc. 401(k) Savings Plan and Trust reported $6M in total assets and 105 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #8,300 in Manufacturing (20,602 peers)

Coverage in Missouri

Peterson Enterprises, Inc. 401(k) Savings Plan and Trust covers 105 participants in Missouri, about 14% of the average Missouri filer (state average ~737 per filing). Assets: $6M.

#8,300
in Manufacturing (20,602 peers)
-18.8%
assets change 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 Enterprises, Inc. 401(k) Savings Plan and Trust's mid-pack asset rank among Manufacturing and all filers

Peterson Enterprises, Inc. 401(k) Savings Plan and Trust vs every filed plan by assets

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

$6,291,958 Top 45% higher than 55% 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 Enterprises, Inc. 401(k) Savings Plan and Trust 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. Peterson Enterprises, Inc. 401(k) Savings Plan and Trust sits mid-pack in the medium band (105 participants).

EBSA filing schedule strip

Filing strip 208670746 · Peterson Enterprises, Inc. PY 2022 · 401(k)

Peterson Enterprises, Inc. 401(k) Savings Plan and Trust · $6M · 105 · 55th

  • BOY $6M
  • BOY 105
  • BOY 55th
  • BOY 401(k)
  • BOY near National Manufacturing Savings and Retirement Plan
  • BOY ind #8300

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 Manufacturing retirement plans → · Plans in Missouri →

Peterson Enterprises, Inc. 401(k) Savings Plan and Trust in the asset neighbourhood

Peterson Enterprises, Inc. 401(k) Savings Plan and TrustPeterson Enterprises, Inc. 4…$6MNational Manufacturing Savings and Retirement PlanNational Manufacturing Savin…$6MInternational Spy Museum 401(k) Retirement PlanInternational Spy Museum 401…$6MMeridian Trust Federal Credit Union Retirement Savings PlanMeridian Trust Federal Credi…$6MPeoplessouth Bancshares, Inc. Section 401(k) Profit Sharing PlanPeoplessouth Bancshares, Inc…$6M
End-of-year total assets ($M) among Peterson Enterprises, Inc. 401(k) Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Missouri filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$6M
Net Income-$1M
Employer EIN208670746
Plan Effective Date1961-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Peterson Enterprises, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$9M 38.29477246987345% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.29M $8.7M ▲ +38.3%
Year Plans Participants Total Assets
2022 1 105 $6M
2023 1 123 $7M
2024 1 125 $9M

Nearby 401(k) Plans in Missouri

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

Peterson Enterprises, Inc. 401(k) Savings Plan and Trust vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Peterson Enterprises, Inc. 401(k) Savings Plan and Trust, Total assets ($B): 0.006291958 · Participants: 105Peterson Enterprises, Inc. 401(k) Savings Plan and TrustBayer Corporation Savings and Retirement Plan, Total assets ($B): 9.183956862 · Participants: 18917Bayer Corporation Savings and Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 8.685677709 · Participants: 47923Edward D. Jones & Co. Profit Sharing and 401(k) PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 4.500937056 · Participants: 59568Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 3.239485944 · Participants: 49060Centene Management Corporation Retirement PlanAnheuser-Busch 401(k) Savings and Retirement Plan, Total assets ($B): 3.061778 · Participants: 14556Anheuser-Busch 401(k) Savings and Retirement Plan
Peterson Enterprises, Inc. 401(k) Savings Plan and Trust vs. nearby 401(k) plans in Missouri, assets vs. participants

Peterson Enterprises, Inc. 401(k) Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is National Manufacturing Savings and Retirement Plan in NJ ($6M); by covered participants it is Tak Communications Wi LLC 401(k) Plan in SD (105 participants). Same-state nearby plans are listed separately above.

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 Enterprises, Inc. 401(k) Savings Plan and Trust assets move in 2022?
Peterson Enterprises, Inc. 401(k) Savings Plan and Trust declined sharply - down 18.8% during 2022, from $8M to $6M. Reported net income was -$1M.
How have Peterson Enterprises, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Peterson Enterprises, Inc.'s sponsor-wide assets grew 38.3%, from $6M to $9M.
Which 401(k) plans are similar in size to Peterson Enterprises, Inc. 401(k) Savings Plan and Trust?
Among 401(k) plans in other states, the closest by assets is National Manufacturing Savings and Retirement Plan in NJ ($6M, 266 participants).
Which 401(k) plans cover a similar participant headcount to Peterson Enterprises, Inc. 401(k) Savings Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Tak Communications Wi LLC 401(k) Plan in SD (105 participants, N/A in assets).