401(k) · DOL Form 5500 · 2023

Peterson Brustad Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
10
Participants Small participant base
42nd
Percentile by assets National rank
$433,324
Avg per participant High balance/head
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Official DOL plan name: Peterson Brustad Inc. Profit Sharing 401(k) Plan · Sponsored by Peterson Brustad Inc. · California · Professional & Technical Services

$4M in assets, 10 participants

Peterson Brustad Inc.'s Peterson Brustad Inc. Profit Sharing 401(k) Plan reported $4M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #7,962 in Professional & Technical Services (20,321 peers)

Peterson Brustad Inc. multi-year trail

Peterson Brustad Inc.'s plans moved +25.2% in assets from 2022 to 2024; this filing shows Peterson Brustad Inc. Profit Sharing 401(k) Plan at $4M / 10 participants.

#7,962
in Professional & Technical Services (20,321 peers)
+26.2%
assets growth YoY

Peterson Brustad Inc. Profit Sharing 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Peterson Brustad Inc. Profit Sharing 401(k) Plan vs every filed plan by assets

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

$4,333,236 42nd percentile higher than 42% 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 Brustad Inc. Profit Sharing 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. Peterson Brustad Inc. Profit Sharing 401(k) Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Peterson Brustad Inc. Profit Sharing 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $900K in the plan year 2023 filing.
  • Peterson Brustad Inc. Profit Sharing 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Peterson Brustad Inc. Profit Sharing 401(k) Plan reported participants fell from 13 in the plan year 2022 filing to 10 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 203310005 · Peterson Brustad Inc. PY 2023 · 401(k)

Peterson Brustad Inc. Profit Sharing 401(k) Plan · $4M · 10 · 42nd

  • SCH $4M
  • SCH 10
  • SCH 42nd
  • SCH 401(k)
  • SCH near Spi Group 401(k) Plan
  • SCH ind #7962

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 Professional & Technical Services retirement plans → · Plans in California →

Peterson Brustad Inc. Profit Sharing 401(k) Plan in the asset neighbourhood

Peterson Brustad Inc. Profit Sharing 401(k) PlanPeterson Brustad Inc. Profit…$4MSpi Group 401(k) Plan$4MHelping Hands Center for Special Needs 401(k) Profit Sharing PlanHelping Hands Center for Spe…$4MPowers Farley, PC Profit Sharing & 401(k) PlanPowers Farley, PC Profit Sha…$4MNea-New Hampshire 401(k) Plan$4M
End-of-year total assets ($M) among Peterson Brustad Inc. Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Peterson Brustad Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Peterson Brustad Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 25.181160211710107% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.43M $4.3M ▲ +25.4%
Year Plans Participants Total Assets
2022 1 13 $3M
2023 1 10 $4M
2024 2 22 $4M

Peterson Brustad Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$900K
Employer EIN203310005
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Peterson Brustad Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Peterson Brustad Inc. Profit Sharing 401(k) Plan, Total assets ($B): 0.004333236 · Participants: 10Peterson Brustad Inc. Profit Sharing 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
Peterson Brustad Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Peterson Brustad Inc. Profit Sharing 401(k) Plan side-by-side with 3 peers →

Peterson Brustad Inc. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Spi Group 401(k) Plan in TX ($4M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Brustad Inc. Profit Sharing 401(k) Plan assets move in 2023? ▼
Peterson Brustad Inc. Profit Sharing 401(k) Plan grew sharply - up 26.2% during 2023, from $3M to $4M. Reported net income was $900K.
How have Peterson Brustad Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peterson Brustad Inc.'s sponsor-wide assets grew 25.2%, from $3M to $4M.
Which 401(k) plans are similar in size to Peterson Brustad Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Spi Group 401(k) Plan in TX ($4M, 209 participants).
Which 401(k) plans cover a similar participant headcount to Peterson Brustad Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $1M 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 203310005.

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.