401(k) · DOL Form 5500 · 2022

Peterson Holding Company 401(k) Plan

Data updated 2026-08-25

$232M
Total assets Near avg plan size
1,328
Participants Near avg headcount
96th
Percentile by assets National rank
$174,624
Avg per participant Above avg balance/head
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Official DOL plan name: Peterson Holding Co. Incentive Retirement Plan · Sponsored by Peterson Holding Company · California · Wholesale Trade

$232M in assets, 1,328 participants

Peterson Holding Company's Peterson Holding Co. Incentive Retirement Plan reported $232M in total assets and 1,328 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #6,652 in Wholesale Trade (6,843 peers)

Coverage in California

Peterson Holding Co. Incentive Retirement Plan covers 1,328 participants in California, 2.1x the typical California plan (state average ~630 per filing). Assets: $232M.

#6,652
in Wholesale Trade (6,843 peers)
-10.8%
assets change YoY
2.3×
vs typical plan assets (national mean)

The plan reported a net loss of $28M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Peterson Holding Co. Incentive Retirement Plan's outsized position by total assets

Peterson Holding Co. Incentive Retirement Plan vs every filed plan by assets

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

$231,900,633 Top 4% higher than 96% 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 Holding Co. Incentive Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Peterson Holding Co. Incentive Retirement Plan lands in the large band (1,328 participants).

Form 5500 schedule snapshot

Filing strip 942420293 · Peterson Holding Company PY 2022 · 401(k)

Peterson Holding Co. Incentive Retirement Plan · $232M · 1,328 · 96th

  • IND $232M
  • IND 1,328
  • IND 96th
  • IND 401(k)
  • IND near Ki 401(k) Savings Plan
  • IND ind #6652

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 Holding Co. Incentive Retirement Plan in the asset neighbourhood

Riverside Health System 401(k) Savings PlanRiverside Health System 401(…$232MThe Greenbrier Companies 401(k) Retirement Savings PlanThe Greenbrier Companies 401…$232MPeterson Holding Co. Incentive Retirement PlanPeterson Holding Co. Incenti…$232MKi 401(k) Savings Plan$232MBaycare Clinic 401(k) Retirement Savings PlanBaycare Clinic 401(k) Retire…$232M
End-of-year total assets ($M) among Peterson Holding Co. Incentive Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$260M
Net Assets (End of Year)$232M
Net Income-$28M
Employer EIN942420293
Plan Effective Date1977-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Peterson Holding Company)

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
$220M$240M$260M$280M$300M$320M 202220232024 $237M $302M ▲ +27.5%
Year Plans Participants Total Assets
2022 2 1,406 $237M
2023 2 1,372 $265M
2024 2 1,576 $302M

Nearby 401(k) Plans in California

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

Peterson Holding Co. Incentive Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Peterson Holding Co. Incentive Retirement Plan, Total assets ($B): 0.231900633 · Participants: 1328Peterson Holding Co. Incentive Retirement 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
Peterson Holding Co. Incentive Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Peterson Holding Co. Incentive Retirement Plan side-by-side with 3 peers →

Peterson Holding Co. Incentive Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ki 401(k) Savings Plan in WI ($232M); by covered participants it is Bell Nursery USA LLC 401(k) Plan in MD (1,328 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($232M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,328 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 Peterson Holding Co. Incentive Retirement Plan assets move in 2022? ▼
Peterson Holding Co. Incentive Retirement Plan pulled back noticeably - down 10.8% during 2022, from $260M to $232M. Reported net income was -$28M.
How have Peterson Holding Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peterson Holding Company's sponsor-wide assets grew 27.5%, from $237M to $302M.
Where does Peterson Holding Co. Incentive Retirement Plan rank by assets among Form 5500 filers? ▼
Peterson Holding Co. Incentive Retirement Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Peterson Holding Co. Incentive Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ki 401(k) Savings Plan in WI ($232M, 1,834 participants).
Which 401(k) plans cover a similar participant headcount to Peterson Holding Co. Incentive Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bell Nursery USA LLC 401(k) Plan in MD (1,328 participants, $13M 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 942420293.

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.