401(k) · DOL Form 5500 · 2023
R.H. Peterson Co. 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 241
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $77,200
- Avg per participant Below avg balance/head
Official DOL plan name: R.H. Peterson Co. 401(k) Retirement Plan · Sponsored by R.H. Peterson Co. · California · Administrative & Support Services
$19M in assets, 241 participants
R.H. Peterson Co.'s R.H. Peterson Co. 401(k) Retirement Plan reported $19M in total assets and 241 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- #3,720 in Administrative & Support Services (4,372 peers)
Coverage in California
R.H. Peterson Co. 401(k) Retirement Plan covers 241 participants in California, about 38% of the average California filer (state average ~630 per filing). Assets: $19M.
- #3,720
- in Administrative & Support Services (4,372 peers)
- +15.0%
- assets growth YoY
R.H. Peterson Co. 401(k) Retirement Plan's outsized position by total assets
R.H. Peterson Co. 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,605,096 Top 29% higher than 71% 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
R.H. Peterson Co. 401(k) Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. R.H. Peterson Co. 401(k) Retirement Plan sits mid-pack in the medium band (241 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- R.H. Peterson Co. 401(k) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- R.H. Peterson Co. 401(k) Retirement Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- R.H. Peterson Co. 401(k) Retirement Plan reported participants fell from 258 in the plan year 2022 filing to 241 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 953137229 · R.H. Peterson Co. PY 2023 · 401(k)
R.H. Peterson Co. 401(k) Retirement Plan · $19M · 241 · 71st
- PHOTO $19M
- PHOTO 241
- PHOTO 71st
- PHOTO 401(k)
- PHOTO near Premier Orthopaedics & Sports Medicine, P.L.C. 401(k) Profit Sharing Plan
- PHOTO ind #3720
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 Administrative & Support Services retirement plans → · Plans in California →
R.H. Peterson Co. 401(k) Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $2M |
| Employer EIN | 953137229 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (R.H. Peterson Co.)
Sponsor-wide plan assets over time
All R.H. Peterson Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 30.867887386977678% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 258 | $16M |
| 2023 | 1 | 241 | $19M |
| 2024 | 1 | 204 | $21M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
R.H. Peterson Co. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Premier Orthopaedics & Sports Medicine, P.L.C. 401(k) Profit Sharing Plan in GA ($19M); by covered participants it is Tango Card Inc 401(k) Profit Sharing Plan and Trust in WA (241 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (241 participants); asset peers above are excluded.
- Tango Card Inc 401(k) Profit Sharing Plan and Trust (WA) 241 · 0 off
- Quality Chemical Laboratories, LLC Retirement Savings Plan (NC) 241 · 0 off
- Care Partners Assisted Living Retirement Plan (WI) 241 · 0 off
- Tenerity Employee Savings Plan (TX) 241 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.