401(k) · DOL Form 5500 · 2023

Peterson Holding Company 401(k) Plan

Data updated 2026-08-25

$260M
Total assets Near avg plan size
1,286
Participants Near avg headcount
96th
Percentile by assets National rank
$202,225
Avg per participant Above avg balance/head
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Official DOL plan name: Peterson Holding Co. Incentive Retirement Plan · Sponsored by Peterson Holding Company · California · Wholesale Trade

$260M in assets, 1,286 participants

Peterson Holding Company's Peterson Holding Co. Incentive Retirement Plan reported $260M in total assets and 1,286 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #6,116 in Wholesale Trade (6,309 peers)

Coverage in California

Peterson Holding Co. Incentive Retirement Plan covers 1,286 participants in California, 2.0x the typical California plan (state average ~630 per filing). Assets: $260M.

#6,116
in Wholesale Trade (6,309 peers)
+12.1%
assets growth YoY
2.6×
vs typical plan assets (national mean)

Peterson Holding Co. Incentive Retirement Plan's outsized position by total assets

Peterson Holding Co. Incentive Retirement Plan vs every filed plan by assets

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

$260,061,322 Top 4% higher than 96% 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 Holding Co. Incentive Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Peterson Holding Co. Incentive Retirement Plan lands in the large band (1,286 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Peterson Holding Co. Incentive Retirement Plan reported net income rose from -$28M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Peterson Holding Co. Incentive Retirement Plan end-of-year assets rose from $232M in the plan year 2022 filing to $260M in the plan year 2023 filing.
  • Peterson Holding Co. Incentive Retirement Plan reported participants fell from 1,328 in the plan year 2022 filing to 1,286 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 942420293 · Peterson Holding Company PY 2023 · 401(k)

Peterson Holding Co. Incentive Retirement Plan · $260M · 1,286 · 96th

  • SCH $260M
  • SCH 1,286
  • SCH 96th
  • SCH 401(k)
  • SCH near Utz Quality Foods, LLC Profit Sharing/401(k) Plan
  • SCH ind #6116

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 Holding Co. Incentive Retirement Plan in the asset neighbourhood

Utz Quality Foods, LLC Profit Sharing/401(k) PlanUtz Quality Foods, LLC Profi…$260MPeterson Holding Co. Incentive Retirement PlanPeterson Holding Co. Incenti…$260MSiemens Gamesa Renewable Energy, Inc. Savings PlanSiemens Gamesa Renewable Ene…$260MLhoist North America 401(k) PlanLhoist North America 401(k) …$260MCleveland Brothers Retirement PlanCleveland Brothers Retiremen…$260M
End-of-year total assets ($M) among Peterson Holding Co. Incentive Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$232M
Net Assets (End of Year)$260M
Net Income$28M
Employer EIN942420293
Plan Effective Date1977-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Peterson Holding Company)

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

Nearby 401(k) Plans in California

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

Peterson Holding Co. Incentive Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Peterson Holding Co. Incentive Retirement Plan, Total assets ($B): 0.260061322 · Participants: 1286Peterson Holding Co. Incentive Retirement 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 Holding Co. Incentive Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Peterson Holding Co. Incentive Retirement Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Utz Quality Foods, LLC Profit Sharing/401(k) Plan in PA ($260M); by covered participants it is Summit Automotive Partners Retirement Savings Plan in CO (1,286 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($260M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,286 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 Holding Co. Incentive Retirement Plan assets move in 2023? ▼
Peterson Holding Co. Incentive Retirement Plan grew at a solid clip - up 12.1% during 2023, from $232M to $260M. Reported net income was $28M.
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.
Where does Peterson Holding Co. Incentive Retirement Plan rank by assets among Form 5500 filers? ▼
Peterson Holding Co. Incentive Retirement Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Peterson Holding Co. Incentive Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Utz Quality Foods, LLC Profit Sharing/401(k) Plan in PA ($260M, 3,742 participants).
Which 401(k) plans cover a similar participant headcount to Peterson Holding Co. Incentive Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Summit Automotive Partners Retirement Savings Plan in CO (1,286 participants, $34M 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.