401(k) · DOL Form 5500 · 2023

Peter Basso Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
104
Participants Small participant base
79th
Percentile by assets National rank
$286,754
Avg per participant High balance/head
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Official DOL plan name: Peter Basso Associates, Inc. 401(k) and Profit Sharing Plan · Sponsored by Peter Basso Associates, Inc. · Michigan · Professional & Technical Services

$30M in assets, 104 participants

Peter Basso Associates, Inc.'s Peter Basso Associates, Inc. 401(k) and Profit Sharing Plan reported $30M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,188 in Professional & Technical Services (20,321 peers)

Coverage in Michigan

Peter Basso Associates, Inc. 401(k) and Profit Sharing Plan covers 104 participants in Michigan, about 16% of the average Michigan filer (state average ~638 per filing). Assets: $30M.

#16,188
in Professional & Technical Services (20,321 peers)
+20.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Peter Basso Associates, Inc. 401(k) and Profit Sharing Plan's outsized position by total assets

Peter Basso Associates, Inc. 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$29,822,466 Top 21% higher than 79% 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

Peter Basso Associates, Inc. 401(k) and Profit Sharing 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. Peter Basso Associates, Inc. 401(k) and Profit Sharing Plan sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Peter Basso Associates, Inc. 401(k) and Profit Sharing Plan reported net income rose from -$7M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Peter Basso Associates, Inc. 401(k) and Profit Sharing Plan end-of-year assets rose from $25M in the plan year 2022 filing to $30M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 382924399 · Peter Basso Associates, Inc. PY 2023 · 401(k)

Peter Basso Associates, Inc. 401(k) and Profit Sharing Plan · $30M · 104 · 79th

  • EOY $30M
  • 5500 104
  • ASSETS 79th
  • PCT 401(k)
  • EIN near Profit Sharing Plan for River Valley Bancorporation, Inc. and Related Employers
  • RANK ind #16188

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 Michigan →

Peter Basso Associates, Inc. 401(k) and Profit Sharing Plan in the asset neighbourhood

L'oreal Travel Retail Americas Inc. Retirement PlanL'oreal Travel Retail Americ…$30MPeter Basso Associates, Inc. 401(k) and Profit Sharing PlanPeter Basso Associates, Inc.…$30MProfit Sharing Plan for River Valley Bancorporation, Inc. and Related EmployersProfit Sharing Plan for Rive…$30MVillara Corporation 401(k) PlanVillara Corporation 401(k) P…$30MAdvancion Corporation 401(k) and Profit Sharing PlanAdvancion Corporation 401(k)…$30M
End-of-year total assets ($M) among Peter Basso Associates, Inc. 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$30M
Net Income$5M
Employer EIN382924399
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Peter Basso Associates, Inc.)

Sponsor-wide plan assets over time

All Peter Basso Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$54M 44.301843467590324% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $37.7M $54.4M ▲ +44.3%
Year Plans Participants Total Assets
2022 2 203 $38M
2023 2 204 $46M
2024 2 226 $54M

Nearby 401(k) Plans in Michigan

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

Peter Basso Associates, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Peter Basso Associates, Inc. 401(k) and Profit Sharing Plan, Total assets ($B): 0.029822466 · Participants: 104Peter Basso Associates, Inc. 401(k) and Profit Sharing PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Peter Basso Associates, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Peter Basso Associates, Inc. 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Peter Basso Associates, Inc. 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Profit Sharing Plan for River Valley Bancorporation, Inc. and Related Employers in WI ($30M); by covered participants it is Kass Shuler, P. a. 401(k) Profit Sharing Plan in FL (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Peter Basso Associates, Inc. 401(k) and Profit Sharing Plan assets move in 2023? ▼
Peter Basso Associates, Inc. 401(k) and Profit Sharing Plan grew sharply - up 20.6% during 2023, from $25M to $30M. Reported net income was $5M.
How have Peter Basso Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peter Basso Associates, Inc.'s sponsor-wide assets grew 44.3%, from $38M to $54M.
Where does Peter Basso Associates, Inc. 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Peter Basso Associates, Inc. 401(k) and Profit Sharing Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Peter Basso Associates, Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Profit Sharing Plan for River Valley Bancorporation, Inc. and Related Employers in WI ($30M, 270 participants).
Which 401(k) plans cover a similar participant headcount to Peter Basso Associates, Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kass Shuler, P. a. 401(k) Profit Sharing Plan in FL (104 participants, $12M 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 382924399.

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.