401(k) · DOL Form 5500 · 2023

The Peterson Company 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
246
Participants Below avg headcount
66th
Percentile by assets National rank
$58,740
Avg per participant Low balance/head
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Official DOL plan name: Peterson Co. Retirement Savings Plan · Sponsored by The Peterson Company · Washington · Wholesale Trade

$14M in assets, 246 participants

The Peterson Company's Peterson Co. Retirement Savings Plan reported $14M in total assets and 246 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #3,822 in Wholesale Trade (6,309 peers)

Coverage in Washington

Peterson Co. Retirement Savings Plan covers 246 participants in Washington, about 17% of the average Washington filer (state average ~1,476 per filing). Assets: $14M.

#3,822
in Wholesale Trade (6,309 peers)
+11.7%
assets growth YoY

Peterson Co. Retirement Savings Plan's mid-pack asset rank among Wholesale Trade and all filers

Peterson Co. Retirement Savings Plan vs every filed plan by assets

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

$14,450,135 Top 34% higher than 66% 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 Co. Retirement Savings 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. Peterson Co. Retirement Savings Plan sits mid-pack in the medium band (246 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Peterson Co. Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Peterson Co. Retirement Savings Plan end-of-year assets rose from $13M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Peterson Co. Retirement Savings Plan reported participants rose from 232 in the plan year 2022 filing to 246 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 910935816 · The Peterson Company PY 2023 · 401(k)

Peterson Co. Retirement Savings Plan · $14M · 246 · 66th

  • VS-ST $14M
  • BOY 246
  • SCH 66th
  • EBSA 401(k)
  • PART near Accellion USA, LLC 401(k) Plan
  • TYPE ind #3822

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 Wholesale Trade retirement plans → · Plans in Washington →

Peterson Co. Retirement Savings Plan in the asset neighbourhood

Peterson Co. Retirement Savings PlanPeterson Co. Retirement Savi…$14MAccellion USA, LLC 401(k) PlanAccellion USA, LLC 401(k) Pl…$14MHoefer Welker, LLC 401(k) PlanHoefer Welker, LLC 401(k) Pl…$14MInterra International, LLC 401(k) PlanInterra International, LLC 4…$14MEagle Communications, Inc. 401(k) PlanEagle Communications, Inc. 4…$14M
End-of-year total assets ($M) among Peterson Co. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN910935816
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Peterson Company)

Sponsor-wide plan assets over time

All The Peterson Company plans reported in each filing year

Latest sponsor-wide plan assets
$16M 22.89524218885288% vs 2022
2024 filing year
$12M$13M$14M$15M$16M$17M 202220232024 $12.9M $15.9M ▲ +22.9%
Year Plans Participants Total Assets
2022 1 232 $13M
2023 1 246 $14M
2024 1 241 $16M

Nearby 401(k) Plans in Washington

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

Peterson Co. Retirement Savings Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Peterson Co. Retirement Savings Plan, Total assets ($B): 0.014450135 · Participants: 246Peterson Co. Retirement Savings PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Peterson Co. Retirement Savings Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Peterson Co. Retirement Savings Plan side-by-side with 3 peers →

Peterson Co. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Accellion USA, LLC 401(k) Plan in CA ($14M); by covered participants it is Greene's Energy Group, L.L.C. 401(k) Plan in TX (246 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (246 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 Co. Retirement Savings Plan assets move in 2023? ▼
Peterson Co. Retirement Savings Plan grew at a solid clip - up 11.7% during 2023, from $13M to $14M. Reported net income was $2M.
How have The Peterson Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Peterson Company's sponsor-wide assets grew 22.9%, from $13M to $16M.
Which 401(k) plans are similar in size to Peterson Co. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Accellion USA, LLC 401(k) Plan in CA ($14M, 104 participants).
Which 401(k) plans cover a similar participant headcount to Peterson Co. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greene's Energy Group, L.L.C. 401(k) Plan in TX (246 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 910935816.

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.