Money Purchase · DOL Form 5500 · 2022
Peterson Holding Company Money Purchase Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 78
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $60,635
- Avg per participant Low balance/head
Official DOL plan name: Peterson Trucks, Inc. Pension Plan · Sponsored by Peterson Holding Company · California · Wholesale Trade
$5M in assets, 78 participants
Peterson Holding Company's Peterson Trucks, Inc. Pension Plan reported $5M in total assets and 78 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.
- #2,559 in Wholesale Trade (6,843 peers)
Peterson Holding Company multi-year trail
Peterson Holding Company's plans moved +27.5% in assets from 2022 to 2024; this filing shows Peterson Trucks, Inc. Pension Plan at $5M / 78 participants.
- #2,559
- in Wholesale Trade (6,843 peers)
- -7.5%
- assets change YoY
The plan reported a net loss of $384K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Peterson Trucks, Inc. Pension Plan's mid-pack asset rank among Wholesale Trade and all filers
Peterson Trucks, Inc. Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,729,500 49th percentile higher than 49% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Peterson Trucks, Inc. Pension 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 Trucks, Inc. Pension Plan is a small filing (78 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 942420293 · Peterson Holding Company PY 2022 · Money Purchase
Peterson Trucks, Inc. Pension Plan · $5M · 78 · 49th
- RANK $5M
- RANK 78
- RANK 49th
- RANK Money Purchase
- RANK near Crossroads Rehabilitation Center Inc. Employees Pension Plan
- RANK ind #2559
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 California →
Peterson Trucks, Inc. Pension Plan in the asset neighbourhood
Peterson Holding Company multi-year asset trail
Sponsor-wide plan assets over time
All Peterson Holding Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $302M 27.472542138156175% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,406 | $237M |
| 2023 | 2 | 1,372 | $265M |
| 2024 | 2 | 1,576 | $302M |
Peterson Holding Company filing trail (2022)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$384K |
| Employer EIN | 942420293 |
| Plan Effective Date | 2011-02-18 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $5.9B · 17,035
- Kaiser Permanente Supplemental Savings and Retirement Plan $4.3B · 36,448
- University of Southern California Defined Contribution Retirement Plan $3.8B · 20,087
- Carpenters Annuity Trust Fund for Northern California $3.0B · 26,442
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.0B · 22,792
Peterson Trucks, Inc. Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Crossroads Rehabilitation Center Inc. Employees Pension Plan in IN ($5M); by covered participants it is Carnegie Corporation of New York Defined Contribution Retirement Plan in NY (78 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (78 participants); asset peers above are excluded.
- Carnegie Corporation of New York Defined Contribution Retirement Plan (NY) 78 · 0 off
- Monotech of Mississippi, Inc. Pension Plan for Collective Bargaining Employees (TX) 78 · 0 off
- Shadwell Farm Retirement Plan (KY) 78 · 0 off
- Cordillera and Affiliated Companies Money Purchase Pension Plan (CO) 78 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.