401(k) · DOL Form 5500 · 2023

Peer Street, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
101
Participants Small participant base
34th
Percentile by assets National rank
$25,996
Avg per participant Low balance/head
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Official DOL plan name: Peer Street 401(k) Plan · Sponsored by Peer Street, Inc. · California · Finance & Insurance

$3M in assets, 101 participants

Peer Street, Inc.'s Peer Street 401(k) Plan reported $3M in total assets and 101 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #2,082 in Finance & Insurance (8,869 peers)

Coverage in California

Peer Street 401(k) Plan covers 101 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $3M.

#2,082
in Finance & Insurance (8,869 peers)
-38.8%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Peer Street 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Peer Street 401(k) Plan vs every filed plan by assets

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

$2,625,588 34th percentile higher than 34% 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

Peer Street 401(k) 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. Peer Street 401(k) Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Peer Street 401(k) Plan reported net income fell from -$322K in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Peer Street 401(k) Plan reported participants fell from 246 in the plan year 2022 filing to 101 in the plan year 2023 filing.
  • Peer Street 401(k) Plan end-of-year assets fell from $4M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 464348584 · Peer Street, Inc. PY 2023 · 401(k)

Peer Street 401(k) Plan · $3M · 101 · 34th

  • BOY $3M
  • BOY 101
  • BOY 34th
  • BOY 401(k)
  • BOY near Pacesetter Claims Service, Inc. 401(k) Profit Sharing Plan and Trust
  • BOY ind #2082

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 Finance & Insurance retirement plans → · Plans in California →

Peer Street 401(k) Plan in the asset neighbourhood

Peer Street 401(k) Plan$3MPacesetter Claims Service, Inc. 401(k) Profit Sharing Plan and TrustPacesetter Claims Service, I…$3MBristol Supermarket LLC 401(k) PlanBristol Supermarket LLC 401(…$3MMaximo Choices, Inc. 401(k) PlanMaximo Choices, Inc. 401(k) …$3MMarriagemax, Inc. 401(k) Profit Sharing Plan & TrustMarriagemax, Inc. 401(k) Pro…$3M
End-of-year total assets ($M) among Peer Street 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$2M
Employer EIN464348584
Plan Effective Date2017-04-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Peer Street, Inc.)

Sponsor-wide plan assets over time

All Peer Street, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 38.831987550146536% vs 2022
2023 filing year
$2M$2.5M$3M$3.5M$4M$4.5M 20222023 $4.29M $2.63M ▼ -38.7%
Year Plans Participants Total Assets
2022 1 246 $4M
2023 1 101 $3M

Nearby 401(k) Plans in California

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

Peer Street 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Peer Street 401(k) Plan, Total assets ($B): 0.002625588 · Participants: 101Peer Street 401(k) 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
Peer Street 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Peer Street 401(k) Plan side-by-side with 3 peers →

Peer Street 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Pacesetter Claims Service, Inc. 401(k) Profit Sharing Plan and Trust in OK ($3M); by covered participants it is Biocept, Inc. 401(k) Plan in NJ (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Peer Street 401(k) Plan assets move in 2023? ▼
Peer Street 401(k) Plan contracted severely - down 38.8% during 2023, from $4M to $3M. Reported net income was -$2M.
How have Peer Street, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Peer Street, Inc.'s sponsor-wide assets declined 38.8%, from $4M to $3M.
Which 401(k) plans are similar in size to Peer Street 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pacesetter Claims Service, Inc. 401(k) Profit Sharing Plan and Trust in OK ($3M, 268 participants).
Which 401(k) plans cover a similar participant headcount to Peer Street 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Biocept, Inc. 401(k) Plan in NJ (101 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 464348584.

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.