ESOP · DOL Form 5500 · 2022

Petersen, Inc. ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
525
Participants Below avg headcount
75th
Percentile by assets National rank
$32,433
Avg per participant Low balance/head
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Official DOL plan name: Petersen, Inc. Frozen Capital Accumulation Plan · Sponsored by Petersen, Inc. · Utah · Manufacturing

$17M in assets, 525 participants

Petersen, Inc.'s Petersen, Inc. Frozen Capital Accumulation Plan reported $17M in total assets and 525 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #13,326 in Manufacturing (20,602 peers)

Where Petersen, Inc. Frozen Capital Accumulation Plan sits by assets

Petersen, Inc. Frozen Capital Accumulation Plan sits in the top quartile of all filed plans by assets, $17M for 525 participants (~$32,433/participant), down 73.9% in 2022.

#13,326
in Manufacturing (20,602 peers)
-73.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $42M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Petersen, Inc. Frozen Capital Accumulation Plan's outsized position by total assets

Petersen, Inc. Frozen Capital Accumulation Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$17,027,365 Top 25% higher than 75% of 139,123 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 2022

Petersen, Inc. Frozen Capital Accumulation Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Petersen, Inc. Frozen Capital Accumulation Plan sits mid-pack in the medium band (525 participants).

EBSA filing schedule strip

Filing strip 870354727 · Petersen, Inc. PY 2022 · ESOP

Petersen, Inc. Frozen Capital Accumulation Plan · $17M · 525 · 75th

  • TYPE $17M
  • TYPE 525
  • TYPE 75th
  • TYPE ESOP
  • TYPE near Galois, Inc. Employee Stock Ownership Plan
  • TYPE ind #13326

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 What is an ESOP? → · Plans in Utah →

Petersen, Inc. Frozen Capital Accumulation Plan in the asset neighbourhood

Your Building Centers, Inc. Employee Stock Ownership PlanYour Building Centers, Inc. …$17MPetersen, Inc. Frozen Capital Accumulation PlanPetersen, Inc. Frozen Capita…$17MGalois, Inc. Employee Stock Ownership PlanGalois, Inc. Employee Stock …$17MAdco Employee Stock Ownership PlanAdco Employee Stock Ownershi…$17MAvery W. Hall Insurance Agency, Inc. Employee Stock Ownership PlanAvery W. Hall Insurance Agen…$17M
End-of-year total assets ($M) among Petersen, Inc. Frozen Capital Accumulation Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$17M
Net Income-$42M
Employer EIN870354727
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Petersen, Inc.)

Sponsor-wide plan assets over time

All Petersen, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 96.78916658345598% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $54.4M $1.75M ▼ -96.8%
Year Plans Participants Total Assets
2022 2 1,071 $54M
2023 2 1,073 $11M
2024 1 584 $2M

Nearby ESOP Plans in Utah

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

Petersen, Inc. Frozen Capital Accumulation Plan vs. nearby ESOP plans in Utah, assets vs. participants Scatter plot of 6 data points. 0200400600800 020406080100120 Total assets ($M) Participants Petersen, Inc. Frozen Capital Accumulation Plan, Total assets ($M): 17.027365 · Participants: 525Petersen, Inc. Frozen Capital Accumulation PlanFj Management Inc. Employee Stock Ownership Plan, Total assets ($M): 100.217205 · Participants: 33Fj Management Inc. Employee Stock Ownership PlanJacobsen Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 97.600451 · Participants: 492Jacobsen Construction Company, Inc. Employee Stock Ownership PlanRocky Mountain Atv, Inc. Employee Stock Ownership Plan, Total assets ($M): 78.504943 · Participants: 473Rocky Mountain Atv, Inc. Employee Stock Ownership PlanWhitaker Construction Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 60.628689 · Participants: 650Whitaker Construction Co., Inc. Employee Stock Ownership PlanCentral Milling Employee Stock Ownership Plan and Trust, Total assets ($M): 32.233096 · Participants: 108Central Milling Employee Stock Ownership Plan and Trust
Petersen, Inc. Frozen Capital Accumulation Plan vs. nearby ESOP plans in Utah, assets vs. participants
Compare Petersen, Inc. Frozen Capital Accumulation Plan side-by-side with 3 peers →

Petersen, Inc. Frozen Capital Accumulation Plan's out-of-state ESOP peers by assets and headcount

Outside Utah, the nearest ESOP by assets is Galois, Inc. Employee Stock Ownership Plan in OR ($17M); by covered participants it is The Management Association, Inc. Employee Stock Ownership Plan in CA (525 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Petersen, Inc. Frozen Capital Accumulation Plan assets move in 2022? ▼
Petersen, Inc. Frozen Capital Accumulation Plan contracted severely - down 73.9% during 2022, from $65M to $17M. Reported net income was -$42M.
How have Petersen, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Petersen, Inc.'s sponsor-wide assets declined 96.8%, from $54M to $2M.
Where does Petersen, Inc. Frozen Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
Petersen, Inc. Frozen Capital Accumulation Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Petersen, Inc. Frozen Capital Accumulation Plan? ▼
Among ESOP plans in other states, the closest by assets is Galois, Inc. Employee Stock Ownership Plan in OR ($17M, 100 participants).
Which ESOP plans cover a similar participant headcount to Petersen, Inc. Frozen Capital Accumulation Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Management Association, Inc. Employee Stock Ownership Plan in CA (525 participants, $14M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 870354727.

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.