401(k) · DOL Form 5500 · 2022

Petersen, Inc. 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
546
Participants Below avg headcount
85th
Percentile by assets National rank
$68,503
Avg per participant Below avg balance/head
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Official DOL plan name: Petersen, Inc. 401(k) Plan · Sponsored by Petersen, Inc. · Utah · Manufacturing

$37M in assets, 546 participants

Petersen, Inc.'s Petersen, Inc. 401(k) Plan reported $37M in total assets and 546 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #16,252 in Manufacturing (20,602 peers)

Where Petersen, Inc. 401(k) Plan sits by assets

Petersen, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $37M for 546 participants (~$68,503/participant), up 19.9% in 2022.

#16,252
in Manufacturing (20,602 peers)
+19.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Petersen, Inc. 401(k) Plan's outsized position by total assets

Petersen, Inc. 401(k) Plan vs every filed plan by assets

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

$37,402,740 Top 15% higher than 85% 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

Petersen, Inc. 401(k) 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. Petersen, Inc. 401(k) Plan sits mid-pack in the medium band (546 participants).

EBSA filing schedule strip

Filing strip 870354727 · Petersen, Inc. PY 2022 · 401(k)

Petersen, Inc. 401(k) Plan · $37M · 546 · 85th

  • EBSA $37M
  • EBSA 546
  • EBSA 85th
  • EBSA 401(k)
  • EBSA near Ascend Federal Credit Union Cash or Deferred Compensation Plan
  • EBSA ind #16252

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 Manufacturing retirement plans → · Plans in Utah →

Petersen, Inc. 401(k) Plan in the asset neighbourhood

Leaf Group Ltd. 401(k) Plan$37MTamarack Management Inc. 401(k) Profit Sharing PlanTamarack Management Inc. 401…$37MPetersen, Inc. 401(k) Plan$37MAscend Federal Credit Union Cash or Deferred Compensation PlanAscend Federal Credit Union …$37MEducation Affiliates, Inc. 401(k) PlanEducation Affiliates, Inc. 4…$37M
End-of-year total assets ($M) among Petersen, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$37M
Net Income$6M
Employer EIN870354727
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Petersen, Inc.)

Sponsor-wide plan assets over time

All Petersen, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 96.78916658345598% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $54.4M $1.75M ▼ -96.8%
Year Plans Participants Total Assets
2022 2 1,071 $54M
2023 2 1,073 $11M
2024 1 584 $2M

Nearby 401(k) Plans in Utah

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

Petersen, Inc. 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Petersen, Inc. 401(k) Plan, Total assets ($B): 0.03740274 · Participants: 546Petersen, Inc. 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 4.66432779 · Participants: 23455Deseret 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 3.594057 · Participants: 42446Intermountain Healthcare Savings Plus 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.478809721 · Participants: 9870Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 0.951734159 · Participants: 16878Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.588382505 · Participants: 4068Autoliv Asp, Inc. Employee Savings and Investment Plan
Petersen, Inc. 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Petersen, Inc. 401(k) Plan side-by-side with 3 peers →

Petersen, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Ascend Federal Credit Union Cash or Deferred Compensation Plan in TN ($37M); by covered participants it is Prime Technical Services Inc 401(k) Profit Sharing Plan & Trust in GA (546 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (546 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 Petersen, Inc. 401(k) Plan assets move in 2022? ▼
Petersen, Inc. 401(k) Plan grew sharply - up 19.9% during 2022, from $31M to $37M. Reported net income was $6M.
How have Petersen, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Petersen, Inc.'s sponsor-wide assets declined 96.8%, from $54M to $2M.
Where does Petersen, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Petersen, Inc. 401(k) Plan ranks in the 85th 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 401(k) plans are similar in size to Petersen, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ascend Federal Credit Union Cash or Deferred Compensation Plan in TN ($37M, 586 participants).
Which 401(k) plans cover a similar participant headcount to Petersen, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Prime Technical Services Inc 401(k) Profit Sharing Plan & Trust in GA (546 participants, $2M 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 870354727.

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.