401(k) · DOL Form 5500 · 2023

Petersen Automotive Museum Foundation 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
120
Participants Small participant base
40th
Percentile by assets National rank
$32,108
Avg per participant Low balance/head
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Official DOL plan name: Petersen Automotive Museum Foundation 401(k) Plan · Sponsored by Petersen Automotive Museum Foundation · California · Arts, Entertainment & Recreation

$4M in assets, 120 participants

Petersen Automotive Museum Foundation's Petersen Automotive Museum Foundation 401(k) Plan reported $4M in total assets and 120 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #1,805 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in California

Petersen Automotive Museum Foundation 401(k) Plan covers 120 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $4M.

#1,805
in Arts, Entertainment & Recreation (2,945 peers)
+24.7%
assets growth YoY

Petersen Automotive Museum Foundation 401(k) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Petersen Automotive Museum Foundation 401(k) Plan vs every filed plan by assets

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

$3,852,953 40th percentile higher than 40% 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 Automotive Museum Foundation 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. Petersen Automotive Museum Foundation 401(k) Plan sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Petersen Automotive Museum Foundation 401(k) Plan reported net income rose from -$176K in the plan year 2022 filing to $764K in the plan year 2023 filing.
  • Petersen Automotive Museum Foundation 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Petersen Automotive Museum Foundation 401(k) Plan reported participants rose from 97 in the plan year 2022 filing to 120 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 954739699 · Petersen Automotive Museum Foundation PY 2023 · 401(k)

Petersen Automotive Museum Foundation 401(k) Plan · $4M · 120 · 40th

  • BOOK $4M
  • VS-ST 120
  • BOY 40th
  • SCH 401(k)
  • EBSA near Lanter Distributing LLC 401(k) Plan
  • PART ind #1805

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 Arts, Entertainment & Recreation retirement plans → · Plans in California →

Petersen Automotive Museum Foundation 401(k) Plan in the asset neighbourhood

Petersen Automotive Museum Foundation 401(k) PlanPetersen Automotive Museum F…$4MLanter Distributing LLC 401(k) PlanLanter Distributing LLC 401(…$4MLifelong-Health for All 401(k) PlanLifelong-Health for All 401(…$4MGreater Boston Chamber of Commerce 401(k) PlanGreater Boston Chamber of Co…$4MPride Rock Capital Management 401(k) Profit Sharing Plan & TrustPride Rock Capital Managemen…$4M
End-of-year total assets ($M) among Petersen Automotive Museum Foundation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$764K
Employer EIN954739699
Plan Effective Date2000-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Petersen Automotive Museum Foundation)

Sponsor-wide plan assets over time

All Petersen Automotive Museum Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$4M 42.260719657698594% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M$5M 202220232024 $3.09M $4.4M ▲ +42.4%
Year Plans Participants Total Assets
2022 1 97 $3M
2023 1 120 $4M
2024 1 141 $4M

Nearby 401(k) Plans in California

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

Petersen Automotive Museum Foundation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Petersen Automotive Museum Foundation 401(k) Plan, Total assets ($B): 0.003852953 · Participants: 120Petersen Automotive Museum Foundation 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
Petersen Automotive Museum Foundation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Petersen Automotive Museum Foundation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Lanter Distributing LLC 401(k) Plan in IL ($4M); by covered participants it is Southgroup 401(k) Plan in MS (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Automotive Museum Foundation 401(k) Plan assets move in 2023?
Petersen Automotive Museum Foundation 401(k) Plan grew sharply - up 24.7% during 2023, from $3M to $4M. Reported net income was $764K.
How have Petersen Automotive Museum Foundation plan assets changed over time?
Across 3 plan years on file (2022-2024), Petersen Automotive Museum Foundation's sponsor-wide assets grew 42.3%, from $3M to $4M.
Which 401(k) plans are similar in size to Petersen Automotive Museum Foundation 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Lanter Distributing LLC 401(k) Plan in IL ($4M, 127 participants).
Which 401(k) plans cover a similar participant headcount to Petersen Automotive Museum Foundation 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Southgroup 401(k) Plan in MS (120 participants, $13M in assets).