ESOP · DOL Form 5500 · 2022
Petersen, Inc. ESOP
Data updated 2026-08-11
- $17M
- Total assets
- 525
- Participants
- 75th
- Percentile by assets
- $32,433
- Avg per participant
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.
- 75th percentile by assets (of 139,126 plans)
- #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.
- $17M
- total plan assets (2022 EOY)
- 525
- covered participants
- 75th
- percentile by assets (of 139,126 plans)
- $32,433
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Petersen, Inc. Frozen Capital Accumulation Plan outranks 75% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $65M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$42M |
| Employer EIN | 870354727 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Petersen, Inc.)
| 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
- Fj Management Inc. Employee Stock Ownership Plan $100M · 33
- Jacobsen Construction Company, Inc. Employee Stock Ownership Plan $98M · 492
- Rocky Mountain Atv, Inc. Employee Stock Ownership Plan $79M · 473
- Whitaker Construction Co., Inc. Employee Stock Ownership Plan $61M · 650
- Central Milling Employee Stock Ownership Plan and Trust $32M · 108
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Petersen, Inc. Frozen Capital Accumulation Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on Petersen, Inc. Frozen Capital Accumulation Plan's numbers.
- By total assets, Petersen, Inc. Frozen Capital Accumulation Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Utah. Compare plans
- Petersen, Inc.'s sponsor-wide assets have declined 96.8% since 2022 across 3 plan years on file. More Manufacturing plans