Profit Sharing · DOL Form 5500 · 2022

Ernest Peterson, Inc. Profit Sharing Plan

Q: Which Profit Sharing plans are similar in size to Ernest Peterson, Incorporated Profit Sharing?

Among Profit Sharing plans in other states, the closest by assets is Bank of Denver Profit Sharing Plan & Trust in CO ($9M, 45 participants).

Q: Which Profit Sharing plans cover a similar participant headcount to Ernest Peterson, Incorporated Profit Sharing?

Among Profit Sharing plans in other states, the closest by covered participants is Central Home Health Care Inc. Profit Sharing Plan in MI (7 participants, $393K in assets).

Data updated 2026-08-25

$9M
Total assets Small plan by assets: 7
Participants Small participant base: 62nd
Percentile by assets National rank: $1.2M
Avg per participant High balance/head

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Official DOL plan name: Ernest Peterson, Incorporated Profit Sharing · Sponsored by Ernest Peterson, Inc. · Connecticut · Construction

$9M in assets, 7 participants

Ernest Peterson, Inc.'s Ernest Peterson, Incorporated Profit Sharing reported $9M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

#6,081 in Construction (9,927 peers)

2022 asset change

Ernest Peterson, Incorporated Profit Sharing grew at a solid clip 8.3% in 2022 ($8M → $9M) for 7 participants.

#6,081
in Construction (9,927 peers): +8.3%
assets growth YoY

Ernest Peterson, Incorporated Profit Sharing's mid-pack asset rank among Construction and all filers

Ernest Peterson, Incorporated Profit Sharing vs every filed plan by assets

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

$8,509,710 Top 38% higher than 62% 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

Ernest Peterson, Incorporated Profit Sharing among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ernest Peterson, Incorporated Profit Sharing is a micro filing (7 participants), the leftmost band.

Micro (1-10) 37,406 filings (26%) Small (11-100) 30,574 filings (21%) Medium (101-1,000) 63,709 filings (45%) Large (1,001-10,000) 9,970 filings (7%) Mega (10,000+) 1,298 filings (<1%)

Form 5500 schedule snapshot

Filing strip 060643171 · Ernest Peterson, Inc. PY 2022 · Profit Sharing

Ernest Peterson, Incorporated Profit Sharing · $9M · 7 · 62nd

PART $9M
TYPE 7
NET 62nd
BOOK Profit Sharing
VS-ST near Bank of Denver Profit Sharing Plan & Trust
BOY ind #6081

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 Construction retirement plans → · Plans in Connecticut →

End-of-year total assets ($M) among Ernest Peterson, Incorporated Profit Sharing and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$9M
Net Income	$654K
Employer EIN	060643171
Plan Effective Date	1960-03-31
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Connecticut

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

Ernest Peterson, Incorporated Profit Sharing vs. nearby Profit Sharing plans in Connecticut, assets vs. participants

North Atlantic States Carpenters Annuity Plan $1.2B · 10,777
The Lee Company Profit Sharing Plan $396M · 930
Connecticut Children's Retirement Savings Plan $377M · 2,969
Connecticut Laborers' Annuity Plan $215M · 3,141
Connecticut Pipetrades Local No. 777 Annuity Plan $212M · 2,456

Compare Ernest Peterson, Incorporated Profit Sharing side-by-side with 3 peers →

Ernest Peterson, Incorporated Profit Sharing's out-of-state Profit Sharing peers by assets and headcount

Outside Connecticut, the nearest Profit Sharing by assets is Bank of Denver Profit Sharing Plan & Trust in CO ($9M); by covered participants it is Central Home Health Care Inc. Profit Sharing Plan in MI (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Bank of Denver Profit Sharing Plan & Trust (CO) $9M · 45
Telemundo of Puerto Rico Upagra Retirement Savings Plan (PR) $9M · 115
Filmtronics Employee Retirement Plan (PA) $9M · 40
Farmers State Bank of Parkston Profit-Sharing Plan (SD) $9M · 32

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

Central Home Health Care Inc. Profit Sharing Plan (MI) 7 · 0 off
Loberg & Loberg Profit Sharing Plan (WI) 7 · 0 off
Howson & Simon LLP Profit Sharing Plan (CA) 7 · 0 off
Sqaf Inc. Retirement Plan (GA) 7 · 0 off

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 Ernest Peterson, Incorporated Profit Sharing assets move in 2022? ▼

Ernest Peterson, Incorporated Profit Sharing grew at a solid clip - up 8.3% during 2022, from $8M to $9M. Reported net income was $654K.

Which Profit Sharing plans are similar in size to Ernest Peterson, Incorporated Profit Sharing? ▼

Among Profit Sharing plans in other states, the closest by assets is Bank of Denver Profit Sharing Plan & Trust in CO ($9M, 45 participants).

Which Profit Sharing plans cover a similar participant headcount to Ernest Peterson, Incorporated Profit Sharing? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Central Home Health Care Inc. Profit Sharing Plan in MI (7 participants, $393K 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 060643171.