401(k) · DOL Form 5500 · 2023

Petersen Health Care Management, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
2,379
Participants Above avg headcount
49th
Percentile by assets National rank
$2,625
Avg per participant Low balance/head
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Official DOL plan name: Petersen Health Care, Inc. 401(k) Plan · Sponsored by Petersen Health Care Management, LLC · Illinois · Healthcare & Social Assistance

$6M in assets, 2,379 participants

Petersen Health Care Management, LLC's Petersen Health Care, Inc. 401(k) Plan reported $6M in total assets and 2,379 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,477 in Healthcare & Social Assistance (17,684 peers)

Coverage in Illinois

Petersen Health Care, Inc. 401(k) Plan covers 2,379 participants in Illinois, 3.1x the typical Illinois plan (state average ~779 per filing). Assets: $6M.

#9,477
in Healthcare & Social Assistance (17,684 peers)
-10.5%
assets change YoY

The plan reported a net loss of $733K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Petersen Health Care, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Petersen Health Care, Inc. 401(k) Plan vs every filed plan by assets

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

$6,244,905 49th percentile higher than 49% 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 Health Care, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Petersen Health Care, Inc. 401(k) Plan lands in the large band (2,379 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Petersen Health Care, Inc. 401(k) Plan reported net income fell from -$455K in the plan year 2022 filing to -$733K in the plan year 2023 filing.
  • Petersen Health Care, Inc. 401(k) Plan end-of-year assets fell from $7M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Petersen Health Care, Inc. 401(k) Plan reported participants rose from 2,329 in the plan year 2022 filing to 2,379 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 364719578 · Petersen Health Care Management, LLC PY 2023 · 401(k)

Petersen Health Care, Inc. 401(k) Plan · $6M · 2,379 · 49th

  • PART $6M
  • PART 2,379
  • PART 49th
  • PART 401(k)
  • PART near Sunlighten, Inc. 401(k) Profit Sharing Plan
  • PART ind #9477

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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →

Petersen Health Care, Inc. 401(k) Plan in the asset neighbourhood

Sunlighten, Inc. 401(k) Profit Sharing PlanSunlighten, Inc. 401(k) Prof…$6MCentury Bank 401(k) Profit Sharing PlanCentury Bank 401(k) Profit S…$6MPetersen Health Care, Inc. 401(k) PlanPetersen Health Care, Inc. 4…$6MRa Cummings 401(k) Plan$6MLandmark 401(k) Plan$6M
End-of-year total assets ($M) among Petersen Health Care, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$733K
Employer EIN364719578
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Petersen Health Care Management, LLC)

Sponsor-wide plan assets over time

All Petersen Health Care Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 66.67662123010317% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $6.98M $2.33M ▼ -66.6%
Year Plans Participants Total Assets
2022 1 2,329 $7M
2023 1 2,379 $6M
2024 1 3,053 $2M

Nearby 401(k) Plans in Illinois

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

Petersen Health Care, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Petersen Health Care, Inc. 401(k) Plan, Total assets ($B): 0.006244905 · Participants: 2379Petersen Health Care, Inc. 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Petersen Health Care, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Petersen Health Care, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Sunlighten, Inc. 401(k) Profit Sharing Plan in KS ($6M); by covered participants it is Plantation Management Company 401(k) Plan in LA (2,379 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 (2,379 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 Health Care, Inc. 401(k) Plan assets move in 2023? ▼
Petersen Health Care, Inc. 401(k) Plan pulled back noticeably - down 10.5% during 2023, from $7M to $6M. Reported net income was -$733K.
How have Petersen Health Care Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Petersen Health Care Management, LLC's sponsor-wide assets declined 66.7%, from $7M to $2M.
Which 401(k) plans are similar in size to Petersen Health Care, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sunlighten, Inc. 401(k) Profit Sharing Plan in KS ($6M, 164 participants).
Which 401(k) plans cover a similar participant headcount to Petersen Health Care, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Plantation Management Company 401(k) Plan in LA (2,379 participants, $13M 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 364719578.

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.