401(k) · DOL Form 5500 · 2023
Petersen Kolberg and Associates P.C. 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 38
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $157,617
- Avg per participant Above avg balance/head
Official DOL plan name: Pka Savings and Retirement Plan · Sponsored by Petersen Kolberg and Associates P.C. · Oregon · Professional & Technical Services
$6M in assets, 38 participants
Petersen Kolberg and Associates P.C.'s Pka Savings and Retirement Plan reported $6M in total assets and 38 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.
- #9,357 in Professional & Technical Services (20,321 peers)
2023 asset change
Pka Savings and Retirement Plan surged 33.4% in 2023 ($4M → $6M) for 38 participants.
- #9,357
- in Professional & Technical Services (20,321 peers)
- +33.4%
- assets growth YoY
Pka Savings and Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers
Pka Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,989,442 48th percentile higher than 48% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Pka Savings and Retirement 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. Pka Savings and Retirement Plan is a small filing (38 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 930769512 · Petersen Kolberg and Associates P.C. PY 2023 · 401(k)
Pka Savings and Retirement Plan · $6M · 38 · 48th
- EBSA $6M
- EBSA 38
- EBSA 48th
- EBSA 401(k)
- EBSA near Reed City Group, LLC 401(k) Plan
- EBSA ind #9357
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 Professional & Technical Services retirement plans → · Plans in Oregon →
Pka Savings and Retirement Plan in the asset neighbourhood
Petersen Kolberg and Associates P.C. years around the 2023 move
Sponsor-wide plan assets over time
All Petersen Kolberg and Associates P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 9.264068338920387% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 38 | $6M |
| 2024 | 1 | 37 | $7M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $1M |
| Employer EIN | 930769512 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
- Xpo Logistics Retirement Savings Plan $1.8B · 6,189
- Pacificorp K Plus Employee Savings Plan $1.6B · 4,968
Pka Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Reed City Group, LLC 401(k) Plan in MI ($6M); by covered participants it is Coral Color Process, Ltd 401(k) Plan in NY (38 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (38 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.