Profit Sharing · DOL Form 5500 · 2023

Peterson Company Profit Sharing Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
26
Participants Small participant base
71st
Percentile by assets National rank
$701,922
Avg per participant High balance/head
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Official DOL plan name: Peterson Company Profit-Sharing Plan · Sponsored by Peterson Company · Colorado · Wholesale Trade

$18M in assets, 26 participants

Peterson Company's Peterson Company Profit-Sharing Plan reported $18M in total assets and 26 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,240 in Wholesale Trade (6,309 peers)

Peterson Company multi-year trail

Peterson Company's plans moved +88.0% in assets from 2022 to 2024; this filing shows Peterson Company Profit-Sharing Plan at $18M / 26 participants.

#4,240
in Wholesale Trade (6,309 peers)
+54.0%
assets growth YoY

Peterson Company Profit-Sharing Plan's outsized position by total assets

Peterson Company Profit-Sharing Plan vs every filed plan by assets

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

$18,249,977 Top 29% higher than 71% 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

Peterson Company 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. Peterson Company Profit-Sharing Plan is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Peterson Company Profit-Sharing Plan reported net income rose from -$648K in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Peterson Company Profit-Sharing Plan end-of-year assets rose from $12M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Peterson Company Profit-Sharing Plan reported participants fell from 31 in the plan year 2022 filing to 26 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 840381604 · Peterson Company PY 2023 · Profit Sharing

Peterson Company Profit-Sharing Plan · $18M · 26 · 71st

  • EIN $18M
  • EIN 26
  • EIN 71st
  • EIN Profit Sharing
  • EIN near Grant J. Hunt Company Profit Sharing Plan
  • EIN ind #4240

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 Wholesale Trade retirement plans → · Plans in Colorado →

Peterson Company Profit-Sharing Plan in the asset neighbourhood

The Philadelphia School 403(b) DC PlanThe Philadelphia School 403(…$18MPeterson Company Profit-Sharing PlanPeterson Company Profit-Shar…$18MGrant J. Hunt Company Profit Sharing PlanGrant J. Hunt Company Profit…$18MC.E. Toland & Son Profit Sharing PlanC.E. Toland & Son Profit Sha…$18MNew-Com, Inc. Employees Profit Sharing PlanNew-Com, Inc. Employees Prof…$18M
End-of-year total assets ($M) among Peterson Company Profit-Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Peterson Company multi-year asset trail

Sponsor-wide plan assets over time

All Peterson Company plans reported in each filing year

Latest sponsor-wide plan assets
$22M 88.03535448549295% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $11.9M $22.3M ▲ +88.0%
Year Plans Participants Total Assets
2022 1 31 $12M
2023 1 26 $18M
2024 1 30 $22M

Peterson Company filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$18M
Net Income$6M
Employer EIN840381604
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Colorado

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

Peterson Company Profit-Sharing Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 10203040506070 Total assets ($M) Participants Peterson Company Profit-Sharing Plan, Total assets ($M): 18.249977 · Participants: 26Peterson Company Profit-Sharing PlanHensel Phelps Hourly Retirement Plan, Total assets ($M): 58.660079 · Participants: 695Hensel Phelps Hourly Retirement PlanLiberty Pr Mobility 401(k) Savings Plans, Total assets ($M): 43.07945 · Participants: 1212Liberty Pr Mobility 401(k) Savings PlansAmended & Restated Profit Sharing Plan of Midwest Pms, Total assets ($M): 38.087891 · Participants: 133Amended & Restated Profit Sharing Plan of Midwest PmsRetirement Plan of Public Broadcasting of Colorado, Inc., Total assets ($M): 16.472083 · Participants: 182Retirement Plan of Public Broadcasting of Colorado, Inc.Morgan Energy Corporation Profit Sharing Plan, Total assets ($M): 16.313199 · Participants: 1Morgan Energy Corporation Profit Sharing Plan
Peterson Company Profit-Sharing Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants
Compare Peterson Company Profit-Sharing Plan side-by-side with 3 peers →

Peterson Company Profit-Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Colorado, the nearest Profit Sharing by assets is Grant J. Hunt Company Profit Sharing Plan in CA ($18M); by covered participants it is First Bank of Coastal Georgia Profit Sharing Plan in GA (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 participants); asset peers above are excluded.

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 Peterson Company Profit-Sharing Plan assets move in 2023? ▼
Peterson Company Profit-Sharing Plan surged - up 54.0% during 2023, from $12M to $18M. Reported net income was $6M.
How have Peterson Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peterson Company's sponsor-wide assets grew 88.0%, from $12M to $22M.
Which Profit Sharing plans are similar in size to Peterson Company Profit-Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Grant J. Hunt Company Profit Sharing Plan in CA ($18M, 12 participants).
Which Profit Sharing plans cover a similar participant headcount to Peterson Company Profit-Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is First Bank of Coastal Georgia Profit Sharing Plan in GA (26 participants, $2M 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 840381604.

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.