Money Purchase · DOL Form 5500 · 2023
Peterson Holding Company Money Purchase Plan
Data updated 2026-08-11
- $5M
- Total assets
- 86
- Participants
- 46th
- Percentile by assets
- $62,874
- Avg per participant
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.
- 46th percentile by assets (of 127,072 plans)
- #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.
- $5M
- total plan assets (2023 EOY)
- 86
- covered participants
- 46th
- percentile by assets (of 127,072 plans)
- $62,874
- avg assets per participant
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.
Peterson Holding Company across 3 plan years on file
Across the 3 plan years Peterson Holding Company has on file (2022-2024), sponsor-wide plan assets have moved from $237M to $302M, a gain of 27.5%, while reported participants moved from 1,406 to 1,576 (+12.1%). Peak year by sponsor assets: 2024 ($302M); trough: 2022 ($237M).
Peterson Holding Company multi-year asset trail
| 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 EIN | 942420293 |
| Plan Effective Date | 2011-02-18 |
| Filing Status | FILING 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
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.0B · 18,060
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.1B · 36,330
- University of Southern California Defined Contribution Retirement Plan $4.4B · 20,136
- Carpenters Annuity Trust Fund for Northern California $3.3B · 25,961
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.2B · 23,168
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Peterson Trucks, Inc. Pension Plan by total assets, not by location.
Frequently Asked Questions
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Next read for Peterson Trucks, Inc. Pension Plan
Multi-year trail
Ways to act on Peterson Trucks, Inc. Pension Plan's numbers.
- By total assets, Peterson Trucks, Inc. Pension Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Peterson Holding Company's sponsor-wide assets have grown 27.5% since 2022 across 3 plan years on file. More Wholesale Trade plans