Profit Sharing · DOL Form 5500 · 2023

Peterson Genetics, Inc. Profit Sharing Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
21
Participants Small participant base
65th
Percentile by assets National rank
$655,777
Avg per participant High balance/head
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Official DOL plan name: Peterson Genetics, Inc. Profit Sharing Plan · Sponsored by Peterson Genetics, Inc. · Iowa · Wholesale Trade

$14M in assets, 21 participants

Peterson Genetics, Inc.'s Peterson Genetics, Inc. Profit Sharing Plan reported $14M in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #3,721 in Wholesale Trade (6,309 peers)

Peterson Genetics, Inc. multi-year trail

Peterson Genetics, Inc.'s plans moved +25.0% in assets from 2022 to 2024; this filing shows Peterson Genetics, Inc. Profit Sharing Plan at $14M / 21 participants.

#3,721
in Wholesale Trade (6,309 peers)
+11.8%
assets growth YoY

Peterson Genetics, Inc. Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Peterson Genetics, Inc. Profit Sharing Plan vs every filed plan by assets

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

$13,771,317 Top 35% higher than 65% 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 Genetics, Inc. Profit Sharing 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. Peterson Genetics, Inc. Profit Sharing Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Peterson Genetics, Inc. Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Peterson Genetics, Inc. Profit Sharing Plan reported participants rose from 14 in the plan year 2022 filing to 21 in the plan year 2023 filing.
  • Peterson Genetics, Inc. Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 421066918 · Peterson Genetics, Inc. PY 2023 · Profit Sharing

Peterson Genetics, Inc. Profit Sharing Plan · $14M · 21 · 65th

  • NET $14M
  • BOOK 21
  • VS-ST 65th
  • BOY Profit Sharing
  • SCH near Kukurin Contracting, Inc. Prevailing Wage Plan
  • EBSA ind #3721

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 Wholesale Trade retirement plans → · Plans in Iowa →

Peterson Genetics, Inc. Profit Sharing Plan in the asset neighbourhood

Prescott College 403(b) Defined Contribution and Tax Deferred Annuity PlanPrescott College 403(b) Defi…$14MLocal No. 1 Retirement Savings Trust FundLocal No. 1 Retirement Savin…$14MPeterson Genetics, Inc. Profit Sharing PlanPeterson Genetics, Inc. Prof…$14MKukurin Contracting, Inc. Prevailing Wage PlanKukurin Contracting, Inc. Pr…$14MAspyr Media 401(k) Plan$14M
End-of-year total assets ($M) among Peterson Genetics, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Peterson Genetics, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Peterson Genetics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 24.995724600821383% vs 2022
2024 filing year
$12M$13M$14M$15M$16M 202220232024 $12.3M $15.4M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 14 $12M
2023 1 21 $14M
2024 1 23 $15M

Peterson Genetics, Inc. filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$1M
Employer EIN421066918
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Iowa

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Peterson Genetics, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Iowa, assets vs. participants Scatter plot of 6 data points. 0100200300 1015202530 Total assets ($M) Participants Peterson Genetics, Inc. Profit Sharing Plan, Total assets ($M): 13.771317 · Participants: 21Peterson Genetics, Inc. Profit Sharing PlanMedtec LLC 401(k) Retirement Plan, Total assets ($M): 25.74045 · Participants: 144Medtec LLC 401(k) Retirement PlanLiberty Pattern Company Profit Sharing Plan, Total assets ($M): 23.373416 · Participants: 13Liberty Pattern Company Profit Sharing PlanNewton Clinic, P.C. Profit Sharing Plan, Total assets ($M): 18.056441 · Participants: 42Newton Clinic, P.C. Profit Sharing PlanPalmer Lutheran Health Center, Inc. 403(b) Plan, Total assets ($M): 17.888494 · Participants: 214Palmer Lutheran Health Center, Inc. 403(b) PlanTs Banking Group Savings Plan, Total assets ($M): 17.363911 · Participants: 247Ts Banking Group Savings Plan
Peterson Genetics, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Iowa, assets vs. participants
Compare Peterson Genetics, Inc. Profit Sharing Plan side-by-side with 3 peers →

Peterson Genetics, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Iowa, the nearest Profit Sharing by assets is Kukurin Contracting, Inc. Prevailing Wage Plan in PA ($14M); by covered participants it is Lowell Anesthesiology Service, Inc. Profit Sharing Plan in MA (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Genetics, Inc. Profit Sharing Plan assets move in 2023? ▼
Peterson Genetics, Inc. Profit Sharing Plan grew at a solid clip - up 11.8% during 2023, from $12M to $14M. Reported net income was $1M.
How have Peterson Genetics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peterson Genetics, Inc.'s sponsor-wide assets grew 25.0%, from $12M to $15M.
Which Profit Sharing plans are similar in size to Peterson Genetics, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Kukurin Contracting, Inc. Prevailing Wage Plan in PA ($14M, 66 participants).
Which Profit Sharing plans cover a similar participant headcount to Peterson Genetics, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Lowell Anesthesiology Service, Inc. Profit Sharing Plan in MA (21 participants, $18M 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 421066918.

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.