401(k) · DOL Form 5500 · 2023

Petersen Hastings Investment Management, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
25
Participants Small participant base
58th
Percentile by assets National rank
$395,006
Avg per participant High balance/head
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Official DOL plan name: Petersen Hastings Investment Management, Inc. 401(k) Plan · Sponsored by Petersen Hastings Investment Management, Inc. · Washington · Finance & Insurance

$10M in assets, 25 participants

Petersen Hastings Investment Management, Inc.'s Petersen Hastings Investment Management, Inc. 401(k) Plan reported $10M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,824 in Finance & Insurance (8,869 peers)

Petersen Hastings Investment Management, Inc. multi-year trail

Petersen Hastings Investment Management, Inc.'s plans moved +40.1% in assets from 2022 to 2024; this filing shows Petersen Hastings Investment Management, Inc. 401(k) Plan at $10M / 25 participants.

#3,824
in Finance & Insurance (8,869 peers)
+20.3%
assets growth YoY

Petersen Hastings Investment Management, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Petersen Hastings Investment Management, Inc. 401(k) Plan vs every filed plan by assets

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

$9,875,160 Top 42% higher than 58% 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

Petersen Hastings Investment Management, Inc. 401(k) 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. Petersen Hastings Investment Management, Inc. 401(k) Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Petersen Hastings Investment Management, Inc. 401(k) Plan reported net income rose from -$392K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Petersen Hastings Investment Management, Inc. 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Petersen Hastings Investment Management, Inc. 401(k) Plan reported participants rose from 24 in the plan year 2022 filing to 25 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 911216229 · Petersen Hastings Investment Management, Inc. PY 2023 · 401(k)

Petersen Hastings Investment Management, Inc. 401(k) Plan · $10M · 25 · 58th

  • NET $10M
  • BOOK 25
  • VS-ST 58th
  • BOY 401(k)
  • SCH near Shepard Bros., Inc. 401(k) Profit Sharing Plan
  • EBSA ind #3824

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 Finance & Insurance retirement plans → · Plans in Washington →

Petersen Hastings Investment Management, Inc. 401(k) Plan in the asset neighbourhood

Petersen Hastings Investment Management, Inc. 401(k) PlanPetersen Hastings Investment…$10MShepard Bros., Inc. 401(k) Profit Sharing PlanShepard Bros., Inc. 401(k) P…$10MChampion Chevrolet 401(k) Salary Savings PlanChampion Chevrolet 401(k) Sa…$10MCrif Select Corporation 401(k) Profit Sharing Plan and TrustCrif Select Corporation 401(…$10MAndrews Cadillac Company 401(k) PlanAndrews Cadillac Company 401…$10M
End-of-year total assets ($M) among Petersen Hastings Investment Management, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Petersen Hastings Investment Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Petersen Hastings Investment Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 40.125448633388054% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $8.21M $11.5M ▲ +40.1%
Year Plans Participants Total Assets
2022 1 24 $8M
2023 1 25 $10M
2024 1 26 $12M

Petersen Hastings Investment Management, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN911216229
Plan Effective Date1967-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

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

Petersen Hastings Investment Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Petersen Hastings Investment Management, Inc. 401(k) Plan, Total assets ($B): 0.00987516 · Participants: 25Petersen Hastings Investment Management, Inc. 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Petersen Hastings Investment Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Petersen Hastings Investment Management, Inc. 401(k) Plan side-by-side with 3 peers →

Petersen Hastings Investment Management, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Shepard Bros., Inc. 401(k) Profit Sharing Plan in CA ($10M); by covered participants it is Pyromet 401(k) Plan in PA (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Petersen Hastings Investment Management, Inc. 401(k) Plan assets move in 2023? ▼
Petersen Hastings Investment Management, Inc. 401(k) Plan grew sharply - up 20.3% during 2023, from $8M to $10M. Reported net income was $2M.
How have Petersen Hastings Investment Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Petersen Hastings Investment Management, Inc.'s sponsor-wide assets grew 40.1%, from $8M to $12M.
Which 401(k) plans are similar in size to Petersen Hastings Investment Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shepard Bros., Inc. 401(k) Profit Sharing Plan in CA ($10M, 72 participants).
Which 401(k) plans cover a similar participant headcount to Petersen Hastings Investment Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pyromet 401(k) Plan in PA (25 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 911216229.

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.