401(k) · DOL Form 5500 · 2023

Petaluma Market, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
70
Participants Small participant base
36th
Percentile by assets National rank
$45,113
Avg per participant Low balance/head
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Official DOL plan name: Petaluma Market, Inc. 401(k) Profit Sharing Plan · Sponsored by Petaluma Market, Inc. · California · Retail Trade

$3M in assets, 70 participants

Petaluma Market, Inc.'s Petaluma Market, Inc. 401(k) Profit Sharing Plan reported $3M in total assets and 70 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #4,035 in Retail Trade (8,414 peers)

What the 2023 filing shows

Petaluma Market, Inc. 401(k) Profit Sharing Plan holds $3M for 70 participants - about $45,113 per participant, in the lower half of filed plans by assets.

#4,035
in Retail Trade (8,414 peers)
-4.2%
assets change YoY

The plan reported a net loss of $139K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Petaluma Market, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Petaluma Market, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,157,899 36th percentile higher than 36% of 127,068 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 2023

Petaluma Market, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Petaluma Market, Inc. 401(k) Profit Sharing Plan is a small filing (70 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Petaluma Market, Inc. 401(k) Profit Sharing Plan reported net income rose from -$727K in the plan year 2022 filing to -$139K in the plan year 2023 filing.
  • Petaluma Market, Inc. 401(k) Profit Sharing Plan reported participants rose from 65 in the plan year 2022 filing to 70 in the plan year 2023 filing.
  • Petaluma Market, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 680127320 · Petaluma Market, Inc. PY 2023 · 401(k)

Petaluma Market, Inc. 401(k) Profit Sharing Plan · $3M · 70 · 36th

  • BOY $3M
  • SCH 70
  • EBSA 36th
  • PART 401(k)
  • TYPE near Neo Architectural Lighting 401(k) Plan
  • NET ind #4035

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 Retail Trade retirement plans → · Plans in California →

Petaluma Market, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Petaluma Market, Inc. 401(k) Profit Sharing PlanPetaluma Market, Inc. 401(k)…$3MNeo Architectural Lighting 401(k) PlanNeo Architectural Lighting 4…$3MPiper International, Inc. 401(k) PlanPiper International, Inc. 40…$3MPds Gaming 401(k) Plan$3MRiver Valley Resources, Inc. Profit Sharing PlanRiver Valley Resources, Inc.…$3M
End-of-year total assets ($M) among Petaluma Market, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$139K
Employer EIN680127320
Plan Effective Date1987-09-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Petaluma Market, Inc.)

Sponsor-wide plan assets over time

All Petaluma Market, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 8.630050196786812% vs 2022
2024 filing year
$3M$3.2M$3.4M$3.6M$3.8M 202220232024 $3.3M $3.58M ▲ +8.5%
Year Plans Participants Total Assets
2022 1 65 $3M
2023 1 70 $3M
2024 1 95 $4M

Nearby 401(k) Plans in California

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

Petaluma Market, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Petaluma Market, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.003157899 · Participants: 70Petaluma Market, Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Petaluma Market, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Petaluma Market, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Petaluma Market, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Neo Architectural Lighting 401(k) Plan in FL ($3M); by covered participants it is The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan in WI (70 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Petaluma Market, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Petaluma Market, Inc. 401(k) Profit Sharing Plan edged down modestly - down 4.2% during 2023, from $3M to $3M. Reported net income was -$139K.
How have Petaluma Market, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Petaluma Market, Inc.'s sponsor-wide assets grew 8.6%, from $3M to $4M.
Which 401(k) plans are similar in size to Petaluma Market, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Neo Architectural Lighting 401(k) Plan in FL ($3M, 27 participants).
Which 401(k) plans cover a similar participant headcount to Petaluma Market, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan in WI (70 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 680127320.

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.