401(k) · DOL Form 5500 · 2023

Peters and Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$70K
Total assets Small plan by assets: 4
Participants Small participant base: 5th
Percentile by assets National rank: $17,454
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Peters and Associates, Inc. 401(k) Plan · Sponsored by Peters and Associates, Inc. · Florida · Manufacturing

$70K in assets, 4 participants

Peters and Associates, Inc.'s Peters and Associates, Inc. 401(k) Plan reported $70K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 5th 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.

#367 in Manufacturing (18,722 peers)

2023 asset change

Peters and Associates, Inc. 401(k) Plan surged 50.5% in 2023 ($46K → $70K) for 4 participants.

#367
in Manufacturing (18,722 peers): +50.5%
assets growth YoY

Peters and Associates, Inc. 401(k) Plan among the smaller filed plans by assets

Peters and Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$69,814 5th percentile higher than 5% 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

Peters and Associates, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Peters and Associates, Inc. 401(k) Plan is a micro filing (4 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Peters and Associates, Inc. 401(k) Plan end-of-year assets rose from $46K in the plan year 2022 filing to $70K in the plan year 2023 filing.
Peters and Associates, Inc. 401(k) Plan reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 812896863 · Peters and Associates, Inc. PY 2023 · 401(k)

Peters and Associates, Inc. 401(k) Plan · $70K · 4 · 5th

VS-ST $70K
BOY 4
SCH 5th
EBSA 401(k)
PART near Syv Doughnut Co. 401(k) Plan
TYPE ind #367

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 Florida →

End-of-year total assets ($M) among Peters and Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Peters and Associates, Inc. years around the 2023 move

Latest sponsor-wide plan assets: N/A; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	5	$46K
2023	1	4	$70K
2024	1	5	N/A

2023 asset-move particulars

Total Assets (Beginning of Year)	$46K
Net Assets (End of Year)	$70K
Net Income	$23K
Employer EIN	812896863
Plan Effective Date	2017-01-12
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Florida

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

Peters and Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

L3harris Retirement Savings Plan $15.4B · 40,665
Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
Adp Totalsource Retirement Savings Plan $8.0B · 308,867
Trinet 401(k) Plan $7.0B · 157,945
Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674

Compare Peters and Associates, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Syv Doughnut Co. 401(k) Plan in CA ($70K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($70K here).

Syv Doughnut Co. 401(k) Plan (CA) $70K · 2
Stella Snack and Meep, Inc. 401(k) Plan (NE) $70K · 2
Thinksnappy, Inc. 401(k) Plan (CA) $70K · 1
Professional Development, Inc. 401(k) Profit Sharing Plan (AK) $70K · 1

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

Makingchg, Inc. Retirement Plan (TN) 4 · 0 off
Dolan Law Offices, P.C. Profit Sharing Plan & Trust (IL) 4 · 0 off
Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
Br3 Enterprises, Inc. 401(k) Plan (MO) 4 · 0 off

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 Peters and Associates, Inc. 401(k) Plan assets move in 2023? ▼

Peters and Associates, Inc. 401(k) Plan surged - up 50.5% during 2023, from $46K to $70K. Reported net income was $23K.

Where does Peters and Associates, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼

Peters and Associates, Inc. 401(k) Plan ranks in the 5th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Peters and Associates, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Syv Doughnut Co. 401(k) Plan in CA ($70K, 2 participants).

Which 401(k) plans cover a similar participant headcount to Peters and Associates, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A 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 812896863.