Profit Sharing · DOL Form 5500 · 2023

Paul Petersen Inc. Profit Sharing Plan

Data updated 2026-08-25

$243K
Total assets Small plan by assets
1
Participants Small participant base
12th
Percentile by assets National rank
$242,531
Avg per participant Above avg balance/head
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Official DOL plan name: Paul Petersen Inc. Retirement Plan · Sponsored by Paul Petersen Inc. · Arizona · Finance & Insurance

$243K in assets, 1 participants

Paul Petersen Inc.'s Paul Petersen Inc. Retirement Plan reported $243K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

  • #616 in Finance & Insurance (8,869 peers)

Paul Petersen Inc. multi-year trail

Paul Petersen Inc.'s plans moved +33.7% in assets from 2022 to 2024; this filing shows Paul Petersen Inc. Retirement Plan at $243K / 1 participant.

#616
in Finance & Insurance (8,869 peers)
+17.1%
assets growth YoY

Paul Petersen Inc. Retirement Plan among the smaller filed plans by assets

Paul Petersen Inc. Retirement Plan vs every filed plan by assets

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

$242,531 12th percentile higher than 12% 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

Paul Petersen Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Paul Petersen Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Paul Petersen Inc. Retirement Plan reported net income rose from $4K in the plan year 2022 filing to $35K in the plan year 2023 filing.
  • Paul Petersen Inc. Retirement Plan end-of-year assets rose from $207K in the plan year 2022 filing to $243K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 472179494 · Paul Petersen Inc. PY 2023 · Profit Sharing

Paul Petersen Inc. Retirement Plan · $243K · 1 · 12th

  • 5500 $243K
  • 5500 1
  • 5500 12th
  • 5500 Profit Sharing
  • 5500 near Restore Endeavors Inc. Retirement Plan
  • 5500 ind #616

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 Finance & Insurance retirement plans → · Plans in Arizona →

Paul Petersen Inc. Retirement Plan in the asset neighbourhood

Paul Petersen Inc. Retirement PlanPaul Petersen Inc. Retiremen…$243KRestore Endeavors Inc. Retirement PlanRestore Endeavors Inc. Retir…$243KCo2ol, Inc. Profit Sharing PlanCo2ol, Inc. Profit Sharing P…$243KProgress Electric Company Profit Sharing PlanProgress Electric Company Pr…$242KQuaoar Solutions Group Retirement PlanQuaoar Solutions Group Retir…$243K
End-of-year total assets ($M) among Paul Petersen Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Paul Petersen Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Paul Petersen Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$277K 33.7189771509658% vs 2022
2024 filing year
$0.2M$0.25M$0.3M 202220232024 $0.21M $0.28M ▲ +33.3%
Year Plans Participants Total Assets
2022 1 1 $207K
2023 1 1 $243K
2024 1 1 $277K

Paul Petersen Inc. filing trail (2023)

Total Assets (Beginning of Year)$207K
Net Assets (End of Year)$243K
Net Income$35K
Employer EIN472179494
Plan Effective Date2014-10-27
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Arizona

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Paul Petersen Inc. Retirement Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -200204060 Total assets ($M) Participants Paul Petersen Inc. Retirement Plan, Total assets ($M): 0.242531 · Participants: 1Paul Petersen Inc. Retirement PlanKitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 54.542696 · Participants: 543Kitchell Affiliates Employees' Profit Sharing PlanFood & Beverage Workers Union Local 23 & Employers Pension Plan, Total assets ($M): 43.771636 · Participants: 1680Food & Beverage Workers Union Local 23 & Employers Pension PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 38.178869 · Participants: 26M R Sheet Metal Mfg Inc Profit Sharing Plan TrustMarana Health Center, Inc. 403b Plan, Total assets ($M): 27.609373 · Participants: 725Marana Health Center, Inc. 403b PlanCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 25.74938 · Participants: 180Center for Biological Diversity 403(b) DC Plan
Paul Petersen Inc. Retirement Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants
Compare Paul Petersen Inc. Retirement Plan side-by-side with 3 peers →

Paul Petersen Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Arizona, the nearest Profit Sharing by assets is Restore Endeavors Inc. Retirement Plan in TX ($243K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($243K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Paul Petersen Inc. Retirement Plan assets move in 2023? ▼
Paul Petersen Inc. Retirement Plan grew sharply - up 17.1% during 2023, from $207K to $243K. Reported net income was $35K.
How have Paul Petersen Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Paul Petersen Inc.'s sponsor-wide assets grew 33.7%, from $207K to $277K.
Where does Paul Petersen Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Paul Petersen Inc. Retirement Plan ranks in the 12th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Paul Petersen Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Restore Endeavors Inc. Retirement Plan in TX ($243K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Paul Petersen Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 472179494.

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.