Profit Sharing · DOL Form 5500 · 2022
Ernest Peterson, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $778,675
- Avg per participant High balance/head
Official DOL plan name: Ernest Peterson, Incorporated Profit Sharing · Sponsored by Ernest Peterson, Inc. · Connecticut · Construction
$5M in assets, 7 participants
Ernest Peterson, Inc.'s Ernest Peterson, Incorporated Profit Sharing reported $5M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.
- #5,127 in Construction (9,927 peers)
What the 2022 filing shows
Ernest Peterson, Incorporated Profit Sharing holds $5M for 7 participants - about $778,675 per participant, above the median plan by assets.
- #5,127
- in Construction (9,927 peers)
- -6.0%
- assets change YoY
The plan reported a net loss of $350K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
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
$5,450,727 Top 48% higher than 52% 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.
DOL schedule card
Filing strip 060643171 · Ernest Peterson, Inc. PY 2022 · Profit Sharing
Ernest Peterson, Incorporated Profit Sharing · $5M · 7 · 52nd
- EBSA $5M
- PART 7
- TYPE 52nd
- NET Profit Sharing
- BOOK near Getz Funeral Home Inc. Profit Sharing Plan
- VS-ST ind #5127
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 →
Ernest Peterson, Incorporated Profit Sharing in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$350K |
| 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.
- 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
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 Getz Funeral Home Inc. Profit Sharing Plan in NM ($5M); 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 ($5M here).
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.