401(k) · DOL Form 5500 · 2023

Peterson Holding Company 401(k) Plan

Data updated 2026-08-11

$260M
Total assets
1,286
Participants
96th
Percentile by assets
$202,225
Avg per participant
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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.

  • 96th percentile by assets (of 127,072 plans)
  • #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.

$260M
total plan assets (2023 EOY)
1,286
covered participants
96th
percentile by assets (of 127,072 plans)
$202,225
avg assets per participant

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 →

State
California
Industry
Wholesale Trade

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Peterson Holding Co. Incentive Retirement Plan reports 1,286 participants - 2.0x that state average ($260M EOY assets).

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)

$220M$240M$260M$280M$300M$320M 202220232024 $237M $302M ▲ +27.5%
Total plan assets by year, all Peterson Holding Company plans on file
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

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.…Wells Fargo & Compan…Google LLC 401(k) Sa…Oracle Corporation 4…Intel 401(k) Savings…Apple 401(k) Plan
Peterson Holding Co. Incentive Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Peterson Holding Co. Incentive Retiremen… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Peterson Holding Co. Incentive Retirement Plan by total assets, not by location.

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).

Next read for Peterson Holding Co. Incentive Retiremen…

Filing takeaways

Ways to act on Peterson Holding Co. Incentive Retirement Plan's numbers.

  • By total assets, Peterson Holding Co. Incentive Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) 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

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.