401(k) · DOL Form 5500 · 2023

George Petersen Insurance Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
192
Participants Below avg headcount
79th
Percentile by assets National rank
$149,111
Avg per participant Above avg balance/head
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Official DOL plan name: George Petersen Insurance Agency, Inc. 401(k) Plan · Sponsored by George Petersen Insurance Agency, Inc. · California · Finance & Insurance

$29M in assets, 192 participants

George Petersen Insurance Agency, Inc.'s George Petersen Insurance Agency, Inc. 401(k) Plan reported $29M in total assets and 192 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.

  • #5,958 in Finance & Insurance (8,869 peers)

Coverage in California

George Petersen Insurance Agency, Inc. 401(k) Plan covers 192 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $29M.

#5,958
in Finance & Insurance (8,869 peers)
+18.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

George Petersen Insurance Agency, Inc. 401(k) Plan's outsized position by total assets

George Petersen Insurance Agency, Inc. 401(k) Plan vs every filed plan by assets

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

$28,629,243 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

George Petersen Insurance Agency, Inc. 401(k) 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. George Petersen Insurance Agency, Inc. 401(k) Plan sits mid-pack in the medium band (192 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • George Petersen Insurance Agency, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • George Petersen Insurance Agency, Inc. 401(k) Plan end-of-year assets rose from $24M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • George Petersen Insurance Agency, Inc. 401(k) Plan reported participants rose from 185 in the plan year 2022 filing to 192 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 942674185 · George Petersen Insurance Agency, Inc. PY 2023 · 401(k)

George Petersen Insurance Agency, Inc. 401(k) Plan · $29M · 192 · 79th

  • IND $29M
  • IND 192
  • IND 79th
  • IND 401(k)
  • IND near Databank Holdings 401(k) Plan
  • IND ind #5958

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 California →

George Petersen Insurance Agency, Inc. 401(k) Plan in the asset neighbourhood

George Petersen Insurance Agency, Inc. 401(k) PlanGeorge Petersen Insurance Ag…$29MDatabank Holdings 401(k) Plan$29MUrgent Care Group 401(k) Plan$29MThe Greenery, Inc. Employee Stock Ownership and 401(k) PlanThe Greenery, Inc. Employee …$29MAmerican Roller Company Retirement PlanAmerican Roller Company Reti…$29M
End-of-year total assets ($M) among George Petersen Insurance Agency, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$29M
Net Income$4M
Employer EIN942674185
Plan Effective Date1992-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (George Petersen Insurance Agency, Inc.)

Sponsor-wide plan assets over time

All George Petersen Insurance Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 41.88376294737065% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.2M $34.3M ▲ +41.8%
Year Plans Participants Total Assets
2022 1 185 $24M
2023 1 192 $29M
2024 1 222 $34M

Nearby 401(k) Plans in California

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

George Petersen Insurance Agency, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants George Petersen Insurance Agency, Inc. 401(k) Plan, Total assets ($B): 0.028629243 · Participants: 192George Petersen Insurance Agency, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
George Petersen Insurance Agency, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare George Petersen Insurance Agency, Inc. 401(k) Plan side-by-side with 3 peers →

George Petersen Insurance Agency, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Databank Holdings 401(k) Plan in TX ($29M); by covered participants it is T Enterprises 401(k) Plan in MS (192 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (192 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 George Petersen Insurance Agency, Inc. 401(k) Plan assets move in 2023? ▼
George Petersen Insurance Agency, Inc. 401(k) Plan grew sharply - up 18.5% during 2023, from $24M to $29M. Reported net income was $4M.
How have George Petersen Insurance Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), George Petersen Insurance Agency, Inc.'s sponsor-wide assets grew 41.9%, from $24M to $34M.
Where does George Petersen Insurance Agency, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
George Petersen Insurance Agency, Inc. 401(k) 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 George Petersen Insurance Agency, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Databank Holdings 401(k) Plan in TX ($29M, 734 participants).
Which 401(k) plans cover a similar participant headcount to George Petersen Insurance Agency, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is T Enterprises 401(k) Plan in MS (192 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 942674185.

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.