401(k) · DOL Form 5500 · 2023

Peterson & Price, a Professional Corporation 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
5
Participants Small participant base
51st
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: Peterson & Price, a Professional Corporation, Profit Sharing Plan · Sponsored by Peterson & Price, a Professional Corporation · California · Professional & Technical Services

$7M in assets, 5 participants

Peterson & Price, a Professional Corporation's Peterson & Price, a Professional Corporation, Profit Sharing Plan reported $7M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #10,019 in Professional & Technical Services (20,321 peers)

Peterson & Price, a Professional Corporation multi-year trail

Peterson & Price, a Professional Corporation's plans moved -35.4% in assets from 2022 to 2024; this filing shows Peterson & Price, a Professional Corporation, Profit Sharing Plan at $7M / 5 participants.

#10,019
in Professional & Technical Services (20,321 peers)
+9.5%
assets growth YoY

Peterson & Price, a Professional Corporation, Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Peterson & Price, a Professional Corporation, Profit Sharing Plan vs every filed plan by assets

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

$6,952,167 Top 49% higher than 51% 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

Peterson & Price, a Professional Corporation, Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Peterson & Price, a Professional Corporation, Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Peterson & Price, a Professional Corporation, Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $604K in the plan year 2023 filing.
  • Peterson & Price, a Professional Corporation, Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 952573757 · Peterson & Price, a Professional Corporation PY 2023 · 401(k)

Peterson & Price, a Professional Corporation, Profit Sharing Plan · $7M · 5 · 51st

  • BOOK $7M
  • BOOK 5
  • BOOK 51st
  • BOOK 401(k)
  • BOOK near Liberty Environmental, Inc. 401(k) Plan
  • BOOK ind #10019

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 California →

Peterson & Price, a Professional Corporation, Profit Sharing Plan in the asset neighbourhood

Peterson & Price, a Professional Corporation, Profit Sharing PlanPeterson & Price, a Professi…$7MLiberty Environmental, Inc. 401(k) PlanLiberty Environmental, Inc. …$7MPuerto Rico Savings & Investment PlanPuerto Rico Savings & Invest…$7MAero-Space-Computer Supplies 401(k) PlanAero-Space-Computer Supplies…$7MGibson Sales, LP Profit Sharing/401(k) PlanGibson Sales, LP Profit Shar…$7M
End-of-year total assets ($M) among Peterson & Price, a Professional Corporation, Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Peterson & Price, a Professional Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Peterson & Price, a Professional Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$4M 35.37452666962725% vs 2022
2024 filing year
$3M$4M$5M$6M$7M$8M 202220232024 $6.35M $4.1M ▼ -35.4%
Year Plans Participants Total Assets
2022 1 5 $6M
2023 1 5 $7M
2024 1 5 $4M

Peterson & Price, a Professional Corporation filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$604K
Employer EIN952573757
Plan Effective Date1977-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Peterson & Price, a Professional Corporation, Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Peterson & Price, a Professional Corporation, Profit Sharing Plan, Total assets ($B): 0.006952167 · Participants: 5Peterson & Price, a Professional Corporation, Profit Sharing 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
Peterson & Price, a Professional Corporation, Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Peterson & Price, a Professional Corporation, Profit Sharing Plan side-by-side with 3 peers →

Peterson & Price, a Professional Corporation, Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Liberty Environmental, Inc. 401(k) Plan in PA ($7M); by covered participants it is Larrann, Inc. 401(k) Plan in FL (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Peterson & Price, a Professional Corporation, Profit Sharing Plan assets move in 2023? ▼
Peterson & Price, a Professional Corporation, Profit Sharing Plan grew at a solid clip - up 9.5% during 2023, from $6M to $7M. Reported net income was $604K.
How have Peterson & Price, a Professional Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peterson & Price, a Professional Corporation's sponsor-wide assets declined 35.4%, from $6M to $4M.
Which 401(k) plans are similar in size to Peterson & Price, a Professional Corporation, Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Liberty Environmental, Inc. 401(k) Plan in PA ($7M, 26 participants).
Which 401(k) plans cover a similar participant headcount to Peterson & Price, a Professional Corporation, Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Larrann, Inc. 401(k) Plan in FL (5 participants, $588K 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 952573757.

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.