ESOP · DOL Form 5500 · 2022

Peterson Brothers Construction Inc ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
346
Participants Below avg headcount
75th
Percentile by assets National rank
$49,471
Avg per participant Low balance/head
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Official DOL plan name: Peterson Brothers Construction, Inc. Employee Stock Ownership Plan · Sponsored by Peterson Brothers Construction Inc · California · Construction

$17M in assets, 346 participants

Peterson Brothers Construction Inc's Peterson Brothers Construction, Inc. Employee Stock Ownership Plan reported $17M in total assets and 346 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #7,392 in Construction (9,927 peers)

Where Peterson Brothers Construction, Inc. Employee Stock Ownership Plan sits by assets

Peterson Brothers Construction, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $17M for 346 participants (~$49,471/participant), up 10.7% in 2022.

#7,392
in Construction (9,927 peers)
+10.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Peterson Brothers Construction, Inc. Employee Stock Ownership Plan's outsized position by total assets

Peterson Brothers Construction, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$17,117,027 Top 25% higher than 75% 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 Brothers Construction, Inc. Employee Stock Ownership 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. Peterson Brothers Construction, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (346 participants).

DOL schedule card

Filing strip 330081771 · Peterson Brothers Construction Inc PY 2022 · ESOP

Peterson Brothers Construction, Inc. Employee Stock Ownership Plan · $17M · 346 · 75th

  • EBSA $17M
  • PART 346
  • TYPE 75th
  • NET ESOP
  • BOOK near Precision Metal Industries, Inc. ESOP 2012
  • VS-ST ind #7392

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 What is an ESOP? → · Plans in California →

Peterson Brothers Construction, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Precision Metal Industries, Inc. ESOP 2012Precision Metal Industries, …$17MJlg Architects Employee Stock Ownership PlanJlg Architects Employee Stoc…$17MThe Production Management Group, Ltd. ESOPThe Production Management Gr…$17MPeterson Brothers Construction, Inc. Employee Stock Ownership PlanPeterson Brothers Constructi…$17MTexas Scenic Company, Inc. Employee Stock Ownership PlanTexas Scenic Company, Inc. E…$17M
End-of-year total assets ($M) among Peterson Brothers Construction, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN330081771
Plan Effective Date2005-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Peterson Brothers Construction Inc)

Sponsor-wide plan assets over time

All Peterson Brothers Construction Inc plans reported in each filing year

Latest sponsor-wide plan assets
$19M 9.727156474076953% vs 2022
2024 filing year
$16M$17M$18M$19M 202220232024 $17.1M $18.8M ▲ +9.7%
Year Plans Participants Total Assets
2022 1 346 $17M
2023 1 334 $17M
2024 1 329 $19M

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Peterson Brothers Construction, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Peterson Brothers Construction, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.017117027 · Participants: 346Peterson Brothers Construction, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Peterson Brothers Construction, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Peterson Brothers Construction, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Peterson Brothers Construction, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Precision Metal Industries, Inc. ESOP 2012 in FL ($17M); by covered participants it is Besser Company Employee Stock Ownership Plan in MI (346 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (346 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 Brothers Construction, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Peterson Brothers Construction, Inc. Employee Stock Ownership Plan grew at a solid clip - up 10.7% during 2022, from $15M to $17M. Reported net income was $2M.
How have Peterson Brothers Construction Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peterson Brothers Construction Inc's sponsor-wide assets grew 9.7%, from $17M to $19M.
Where does Peterson Brothers Construction, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Peterson Brothers Construction, Inc. Employee Stock Ownership Plan ranks in the 75th 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 ESOP plans are similar in size to Peterson Brothers Construction, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Precision Metal Industries, Inc. ESOP 2012 in FL ($17M, 79 participants).
Which ESOP plans cover a similar participant headcount to Peterson Brothers Construction, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Besser Company Employee Stock Ownership Plan in MI (346 participants, $51M 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 330081771.

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.