401(k) · DOL Form 5500 · 2023
Peterson Contractors, Inc. 401(k) Plan
Data updated 2026-08-25
- $66M
- Total assets Below avg plan size
- 675
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $97,227
- Avg per participant Below avg balance/head
Official DOL plan name: Peterson Contractors, Inc. Profit Sharing Plan · Sponsored by Peterson Contractors, Inc. · Iowa · Construction
$66M in assets, 675 participants
Peterson Contractors, Inc.'s Peterson Contractors, Inc. Profit Sharing Plan reported $66M in total assets and 675 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #7,764 in Construction (9,030 peers)
Where Peterson Contractors, Inc. Profit Sharing Plan sits by assets
Peterson Contractors, Inc. Profit Sharing Plan sits in the top quartile of all filed plans by assets, $66M for 675 participants (~$97,227/participant), up 19.5% in 2023.
- #7,764
- in Construction (9,030 peers)
- +19.5%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Peterson Contractors, Inc. Profit Sharing Plan's outsized position by total assets
Peterson Contractors, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$65,628,340 Top 12% higher than 88% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Peterson Contractors, Inc. Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Peterson Contractors, Inc. Profit Sharing Plan sits mid-pack in the medium band (675 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Peterson Contractors, Inc. Profit Sharing Plan reported net income rose from -$9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Peterson Contractors, Inc. Profit Sharing Plan end-of-year assets rose from $55M in the plan year 2022 filing to $66M in the plan year 2023 filing.
- Peterson Contractors, Inc. Profit Sharing Plan reported participants rose from 660 in the plan year 2022 filing to 675 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 420921654 · Peterson Contractors, Inc. PY 2023 · 401(k)
Peterson Contractors, Inc. Profit Sharing Plan · $66M · 675 · 88th
- BOY $66M
- SCH 675
- EBSA 88th
- PART 401(k)
- TYPE near Mission Linen Supply Salary Savings Plan
- NET ind #7764
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 Iowa →
Peterson Contractors, Inc. Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $55M |
|---|---|
| Net Assets (End of Year) | $66M |
| Net Income | $11M |
| Employer EIN | 420921654 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Peterson Contractors, Inc.)
Sponsor-wide plan assets over time
All Peterson Contractors, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $76M 39.17467638274541% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 660 | $55M |
| 2023 | 1 | 675 | $66M |
| 2024 | 1 | 703 | $76M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.1B · 12,827
- Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
- The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
- The Rsm US LLP Retirement Plan $2.9B · 14,720
- Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999
Peterson Contractors, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Mission Linen Supply Salary Savings Plan in CA ($66M); by covered participants it is Charles Komar & Sons, Inc. 401(k) Plan in NJ (675 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($66M here).
- Mission Linen Supply Salary Savings Plan (CA) $66M · 908
- US Radiology 401(k) Retirement Plan (NC) $66M · 1,846
- Cytokinetics, Inc. 401(k) Plan (CA) $66M · 409
- Lime Rock 401(k) Plan (CT) $66M · 233
Similar participant headcount
Nearest other-state filings by covered participants (675 participants); asset peers above are excluded.
- Charles Komar & Sons, Inc. 401(k) Plan (NJ) 675 · 0 off
- Hancock Lumber Company, Inc. Profit Sharing/401(k) Plan (ME) 675 · 0 off
- Turo Retirement Plan (CA) 675 · 0 off
- Numerica Credit Union Retirement Plan (WA) 675 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.