401(k) · DOL Form 5500 · 2022
Petersen Health Care Management, LLC 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 2,329
- Participants Above avg headcount
- 57th
- Percentile by assets National rank
- $2,996
- Avg per participant Low balance/head
Official DOL plan name: Petersen Health Care, Inc. 401(k) Plan · Sponsored by Petersen Health Care Management, LLC · Illinois · Healthcare & Social Assistance
$7M in assets, 2,329 participants
Petersen Health Care Management, LLC's Petersen Health Care, Inc. 401(k) Plan reported $7M in total assets and 2,329 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.
- #12,709 in Healthcare & Social Assistance (20,060 peers)
Coverage in Illinois
Petersen Health Care, Inc. 401(k) Plan covers 2,329 participants in Illinois, 3.0x the typical Illinois plan (state average ~779 per filing). Assets: $7M.
- #12,709
- in Healthcare & Social Assistance (20,060 peers)
- -6.1%
- assets change YoY
The plan reported a net loss of $455K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Petersen Health Care, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Petersen Health Care, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,978,374 Top 43% higher than 57% 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
Petersen Health Care, Inc. 401(k) 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. Petersen Health Care, Inc. 401(k) Plan lands in the large band (2,329 participants).
Form 5500 schedule snapshot
Filing strip 364719578 · Petersen Health Care Management, LLC PY 2022 · 401(k)
Petersen Health Care, Inc. 401(k) Plan · $7M · 2,329 · 57th
- 5500 $7M
- 5500 2,329
- 5500 57th
- 5500 401(k)
- 5500 near Active Motif 401(k) Plan
- 5500 ind #12709
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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →
Petersen Health Care, Inc. 401(k) Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$455K |
| Employer EIN | 364719578 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Petersen Health Care Management, LLC)
Sponsor-wide plan assets over time
All Petersen Health Care Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 66.67662123010317% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,329 | $7M |
| 2023 | 1 | 2,379 | $6M |
| 2024 | 1 | 3,053 | $2M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Petersen Health Care, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Active Motif 401(k) Plan in CA ($7M); by covered participants it is Atlantic Coast Automotive, Inc. 401(k) Plan in FL (2,329 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,329 participants); asset peers above are excluded.
- Atlantic Coast Automotive, Inc. 401(k) Plan (FL) 2,329 · 0 off
- Conservice, LLC 401(k) Profit Sharing Plan and Trust (UT) 2,330 · 1 off
- National Instruments 401(k) Plan (TX) 2,328 · 1 off
- Team Car Care 401(k) Plan (TX) 2,331 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.