401(k) · DOL Form 5500 · 2023

The Peterson Companies 401(k) Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
170
Participants Small participant base
87th
Percentile by assets National rank
$331,648
Avg per participant High balance/head
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Official DOL plan name: The Peterson Companies 401(k) Employee Incentive Plan · Sponsored by The Peterson Companies · Virginia · Real Estate

$56M in assets, 170 participants

The Peterson Companies's The Peterson Companies 401(k) Employee Incentive Plan reported $56M in total assets and 170 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #4,497 in Real Estate (4,727 peers)

Coverage in Virginia

The Peterson Companies 401(k) Employee Incentive Plan covers 170 participants in Virginia, about 22% of the average Virginia filer (state average ~782 per filing). Assets: $56M.

#4,497
in Real Estate (4,727 peers)
+17.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

The Peterson Companies 401(k) Employee Incentive Plan's outsized position by total assets

The Peterson Companies 401(k) Employee Incentive Plan vs every filed plan by assets

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

$56,380,114 Top 13% higher than 87% 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

The Peterson Companies 401(k) Employee Incentive 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. The Peterson Companies 401(k) Employee Incentive Plan sits mid-pack in the medium band (170 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Peterson Companies 401(k) Employee Incentive Plan reported net income rose from -$8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • The Peterson Companies 401(k) Employee Incentive Plan end-of-year assets rose from $48M in the plan year 2022 filing to $56M in the plan year 2023 filing.
  • The Peterson Companies 401(k) Employee Incentive Plan reported participants fell from 176 in the plan year 2022 filing to 170 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 541160244 · The Peterson Companies PY 2023 · 401(k)

The Peterson Companies 401(k) Employee Incentive Plan · $56M · 170 · 87th

  • BOOK $56M
  • BOOK 170
  • BOOK 87th
  • BOOK 401(k)
  • BOOK near Day Kimball Hospital Defined Contribution Plan
  • BOOK ind #4497

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 Real Estate retirement plans → · Plans in Virginia →

The Peterson Companies 401(k) Employee Incentive Plan in the asset neighbourhood

The Sherwin-Williams Company Hourly 401(k) PlanThe Sherwin-Williams Company…$56MThe Peterson Companies 401(k) Employee Incentive PlanThe Peterson Companies 401(k…$56MDay Kimball Hospital Defined Contribution PlanDay Kimball Hospital Defined…$56MTymco, Inc. Employees Profit Sharing Plan and TrustTymco, Inc. Employees Profit…$56MThe Crosby Company of New Hampshire, LLC 401(k) PlanThe Crosby Company of New Ha…$56M
End-of-year total assets ($M) among The Peterson Companies 401(k) Employee Incentive Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$56M
Net Income$9M
Employer EIN541160244
Plan Effective Date1984-12-15
Filing StatusFILING RECEIVED

Sponsor Plan History (The Peterson Companies)

Sponsor-wide plan assets over time

All The Peterson Companies plans reported in each filing year

Latest sponsor-wide plan assets
$62M 29.751039227545867% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $47.8M $62M ▲ +29.8%
Year Plans Participants Total Assets
2022 1 176 $48M
2023 1 170 $56M
2024 1 180 $62M

Nearby 401(k) Plans in Virginia

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

The Peterson Companies 401(k) Employee Incentive Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants The Peterson Companies 401(k) Employee Incentive Plan, Total assets ($B): 0.056380114 · Participants: 170The Peterson Companies 401(k) Employee Incentive PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
The Peterson Companies 401(k) Employee Incentive Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare The Peterson Companies 401(k) Employee Incentive Plan side-by-side with 3 peers →

The Peterson Companies 401(k) Employee Incentive Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Day Kimball Hospital Defined Contribution Plan in CT ($56M); by covered participants it is Keystone-Pacific 401(k) Plan in OR (170 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (170 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 The Peterson Companies 401(k) Employee Incentive Plan assets move in 2023? ▼
The Peterson Companies 401(k) Employee Incentive Plan grew sharply - up 17.9% during 2023, from $48M to $56M. Reported net income was $9M.
How have The Peterson Companies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Peterson Companies's sponsor-wide assets grew 29.8%, from $48M to $62M.
Where does The Peterson Companies 401(k) Employee Incentive Plan rank by assets among Form 5500 filers? ▼
The Peterson Companies 401(k) Employee Incentive Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Peterson Companies 401(k) Employee Incentive Plan? ▼
Among 401(k) plans in other states, the closest by assets is Day Kimball Hospital Defined Contribution Plan in CT ($56M, 1,087 participants).
Which 401(k) plans cover a similar participant headcount to The Peterson Companies 401(k) Employee Incentive Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Keystone-Pacific 401(k) Plan in OR (170 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 541160244.

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.