401(k) · DOL Form 5500 · 2023

Paul and Lisa Enterprises. Inc. Dba Milo Peterson 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
17
Participants Small participant base
26th
Percentile by assets National rank
$73,819
Avg per participant Below avg balance/head
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Official DOL plan name: Milo Peterson Ford Co. 401(k) Plan · Sponsored by Paul and Lisa Enterprises. Inc. Dba Milo Peterson · Minnesota · Retail Trade

$1M in assets, 17 participants

Paul and Lisa Enterprises. Inc. Dba Milo Peterson's Milo Peterson Ford Co. 401(k) Plan reported $1M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #3,210 in Retail Trade (8,414 peers)

Paul and Lisa Enterprises. Inc. Dba Milo Peterson multi-year trail

Paul and Lisa Enterprises. Inc. Dba Milo Peterson's plans moved +17.1% in assets from 2022 to 2023; this filing shows Milo Peterson Ford Co. 401(k) Plan at $1M / 17 participants.

#3,210
in Retail Trade (8,414 peers)
+17.1%
assets growth YoY

Milo Peterson Ford Co. 401(k) Plan among the smaller filed plans by assets

Milo Peterson Ford Co. 401(k) Plan vs every filed plan by assets

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

$1,254,915 26th percentile higher than 26% 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

Milo Peterson Ford Co. 401(k) 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. Milo Peterson Ford Co. 401(k) Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Milo Peterson Ford Co. 401(k) Plan reported net income rose from -$211K in the plan year 2022 filing to $184K in the plan year 2023 filing.
  • Milo Peterson Ford Co. 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 262333096 · Paul and Lisa Enterprises. Inc. Dba Milo Peterson PY 2023 · 401(k)

Milo Peterson Ford Co. 401(k) Plan · $1M · 17 · 26th

  • EIN $1M
  • RANK 17
  • PHOTO 26th
  • IND 401(k)
  • EOY near Triple H Beauty Holding Corporation 401(k) Profit Sharing Plan
  • 5500 ind #3210

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 Minnesota →

Milo Peterson Ford Co. 401(k) Plan in the asset neighbourhood

Col, Inc. 401(k) Plan$1MMilo Peterson Ford Co. 401(k) PlanMilo Peterson Ford Co. 401(k…$1MTriple H Beauty Holding Corporation 401(k) Profit Sharing PlanTriple H Beauty Holding Corp…$1MSierra Coating Technologies, LLC 401(k) PlanSierra Coating Technologies,…$1MLionheart Search Solutions, Corp. 401(k) Plan/TrustLionheart Search Solutions, …$1M
End-of-year total assets ($M) among Milo Peterson Ford Co. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Paul and Lisa Enterprises. Inc. Dba Milo Peterson multi-year asset trail

Sponsor-wide plan assets over time

All Paul and Lisa Enterprises. Inc. Dba Milo Peterson plans reported in each filing year

Latest sponsor-wide plan assets
$1M 17.127758172197865% vs 2022
2023 filing year
$1M$1.1M$1.2M$1.3M 20222023 $1.07M $1.25M ▲ +16.8%
Year Plans Participants Total Assets
2022 1 17 $1M
2023 2 34 $1M

Paul and Lisa Enterprises. Inc. Dba Milo Peterson filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$184K
Employer EIN262333096
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Milo Peterson Ford Co. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Milo Peterson Ford Co. 401(k) Plan, Total assets ($B): 0.001254915 · Participants: 17Milo Peterson Ford Co. 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Milo Peterson Ford Co. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Milo Peterson Ford Co. 401(k) Plan side-by-side with 3 peers →

Milo Peterson Ford Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Triple H Beauty Holding Corporation 401(k) Profit Sharing Plan in TX ($1M); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Milo Peterson Ford Co. 401(k) Plan assets move in 2023? ▼
Milo Peterson Ford Co. 401(k) Plan grew sharply - up 17.1% during 2023, from $1M to $1M. Reported net income was $184K.
How have Paul and Lisa Enterprises. Inc. Dba Milo Peterson plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Paul and Lisa Enterprises. Inc. Dba Milo Peterson's sponsor-wide assets grew 17.1%, from $1M to $1M.
Which 401(k) plans are similar in size to Milo Peterson Ford Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Triple H Beauty Holding Corporation 401(k) Profit Sharing Plan in TX ($1M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Milo Peterson Ford Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (17 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 262333096.

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.