Money Purchase · DOL Form 5500 · 2023

Peterson Holding Company Money Purchase Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
86
Participants Small participant base
46th
Percentile by assets National rank
$62,874
Avg per participant Low balance/head
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Official DOL plan name: Peterson Trucks, Inc. Pension Plan · Sponsored by Peterson Holding Company · California · Wholesale Trade

$5M in assets, 86 participants

Peterson Holding Company's Peterson Trucks, Inc. Pension Plan reported $5M in total assets and 86 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,223 in Wholesale Trade (6,309 peers)

Peterson Holding Company multi-year trail

Peterson Holding Company's plans moved +27.5% in assets from 2022 to 2024; this filing shows Peterson Trucks, Inc. Pension Plan at $5M / 86 participants.

#2,223
in Wholesale Trade (6,309 peers)
+14.3%
assets growth YoY

Peterson Trucks, Inc. Pension Plan's mid-pack asset rank among Wholesale Trade and all filers

Peterson Trucks, Inc. Pension Plan vs every filed plan by assets

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

$5,407,201 46th percentile higher than 46% 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 Trucks, Inc. Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Peterson Trucks, Inc. Pension Plan is a small filing (86 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Peterson Trucks, Inc. Pension Plan reported net income rose from -$384K in the plan year 2022 filing to $678K in the plan year 2023 filing.
  • Peterson Trucks, Inc. Pension Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Peterson Trucks, Inc. Pension Plan reported participants rose from 78 in the plan year 2022 filing to 86 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 942420293 · Peterson Holding Company PY 2023 · Money Purchase

Peterson Trucks, Inc. Pension Plan · $5M · 86 · 46th

  • IND $5M
  • EOY 86
  • 5500 46th
  • ASSETS Money Purchase
  • PCT near Dermatology Clinic, P.a. Retirement Plan
  • EIN ind #2223

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 California →

Peterson Trucks, Inc. Pension Plan in the asset neighbourhood

Target Delivery Co., Inc. Profit Sharing PlanTarget Delivery Co., Inc. Pr…$5MTranstecs Corporation Employees Money Purchase Pension PlanTranstecs Corporation Employ…$5MDermatology Clinic, P.a. Retirement PlanDermatology Clinic, P.a. Ret…$5MPeterson Trucks, Inc. Pension PlanPeterson Trucks, Inc. Pensio…$5MSanta Fe Institute Money Purchase PlanSanta Fe Institute Money Pur…$5M
End-of-year total assets ($M) among Peterson Trucks, Inc. Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Peterson Holding Company multi-year asset trail

Sponsor-wide plan assets over time

All Peterson Holding Company plans reported in each filing year

Latest sponsor-wide plan assets
$302M 27.472542138156175% vs 2022
2024 filing year
$220M$240M$260M$280M$300M$320M 202220232024 $237M $302M ▲ +27.5%
Year Plans Participants Total Assets
2022 2 1,406 $237M
2023 2 1,372 $265M
2024 2 1,576 $302M

Peterson Holding Company filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$678K
Employer EIN942420293
Plan Effective Date2011-02-18
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in California

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Peterson Trucks, Inc. Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Peterson Trucks, Inc. Pension Plan, Total assets ($B): 0.005407201 · Participants: 86Peterson Trucks, Inc. Pension PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 6.965801295 · Participants: 18060The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.097985049 · Participants: 36330Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 4.426886727 · Participants: 20136University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 3.257361302 · Participants: 25961Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.151319709 · Participants: 23168Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
Peterson Trucks, Inc. Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Peterson Trucks, Inc. Pension Plan side-by-side with 3 peers →

Peterson Trucks, Inc. Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Dermatology Clinic, P.a. Retirement Plan in KS ($5M); by covered participants it is Bayou La Batre Area Health Development Board, Inc. Mpp in AL (85 participants). Same-state nearby plans are listed separately above.

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 Trucks, Inc. Pension Plan assets move in 2023? ▼
Peterson Trucks, Inc. Pension Plan grew at a solid clip - up 14.3% during 2023, from $5M to $5M. Reported net income was $678K.
How have Peterson Holding Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peterson Holding Company's sponsor-wide assets grew 27.5%, from $237M to $302M.
Which Money Purchase plans are similar in size to Peterson Trucks, Inc. Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Dermatology Clinic, P.a. Retirement Plan in KS ($5M, 27 participants).
Which Money Purchase plans cover a similar participant headcount to Peterson Trucks, Inc. Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Bayou La Batre Area Health Development Board, Inc. Mpp in AL (85 participants, $10M 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 942420293.

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.