Profit Sharing · DOL Form 5500 · 2023

The Petersen Companies Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
7
Participants Small participant base
32nd
Percentile by assets National rank
$328,756
Avg per participant High balance/head
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Official DOL plan name: The Petersen Companies, Inc, Profit Sharing Plan 47904 Anna Ct Wixom, Mi 48393 · Sponsored by The Petersen Companies · Michigan · Construction

$2M in assets, 7 participants

The Petersen Companies's The Petersen Companies, Inc, Profit Sharing Plan 47904 Anna Ct Wixom, Mi 48393 reported $2M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #2,699 in Construction (9,030 peers)

The Petersen Companies multi-year trail

The Petersen Companies's plans moved +32.8% in assets from 2022 to 2024; this filing shows The Petersen Companies, Inc, Profit Sharing Plan 47904 Anna Ct Wixom, Mi 48393 at $2M / 7 participants.

#2,699
in Construction (9,030 peers)
+11.5%
assets growth YoY

The Petersen Companies, Inc, Profit Sharing Plan 47904 Anna Ct Wixom, Mi 48393 among the smaller filed plans by assets

The Petersen Companies, Inc, Profit Sharing Plan 47904 Anna Ct Wixom, Mi 48393 vs every filed plan by assets

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

$2,301,289 32nd percentile higher than 32% 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

The Petersen Companies, Inc, Profit Sharing Plan 47904 Anna Ct Wixom, Mi 48393 among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Petersen Companies, Inc, Profit Sharing Plan 47904 Anna Ct Wixom, Mi 48393 is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Petersen Companies, Inc, Profit Sharing Plan 47904 Anna Ct Wixom, Mi 48393 reported net income rose from -$51K in the plan year 2022 filing to $237K in the plan year 2023 filing.
  • The Petersen Companies, Inc, Profit Sharing Plan 47904 Anna Ct Wixom, Mi 48393 end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 382677962 · The Petersen Companies PY 2023 · Profit Sharing

The Petersen Companies, Inc, Profit Sharing Plan 47904 Anna Ct Wixom, Mi 48393 · $2M · 7 · 32nd

  • SCH $2M
  • EBSA 7
  • PART 32nd
  • TYPE Profit Sharing
  • NET near Western Educational Services, Inc. Profit Sharing Plan
  • BOOK ind #2699

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 Construction retirement plans → · Plans in Michigan →

The Petersen Companies, Inc, Profit Sharing Plan 47904 Anna Ct Wixom, Mi 48393 in the asset neighbourhood

The Petersen Companies, Inc, Profit Sharing Plan 47904 Anna Ct Wixom, Mi 48393The Petersen Companies, Inc,…$2MWestern Educational Services, Inc. Profit Sharing PlanWestern Educational Services…$2MLawrence E. Porteous, Dds, Adc Profit Sharing PlanLawrence E. Porteous, Dds, A…$2MMjcd & Associates, Inc. Retirement PlanMjcd & Associates, Inc. Reti…$2MProfit Sharing Plan for Andrzej J StrojwasProfit Sharing Plan for Andr…$2M
End-of-year total assets ($M) among The Petersen Companies, Inc, Profit Sharing Plan 47904 Anna Ct Wixom, Mi 48393 and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

The Petersen Companies multi-year asset trail

Sponsor-wide plan assets over time

All The Petersen Companies plans reported in each filing year

Latest sponsor-wide plan assets
$3M 32.80854184366109% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $2.06M $2.74M ▲ +33.0%
Year Plans Participants Total Assets
2022 1 7 $2M
2023 1 7 $2M
2024 1 7 $3M

The Petersen Companies filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$237K
Employer EIN382677962
Plan Effective Date1998-06-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Michigan

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

The Petersen Companies, Inc, Profit Sharing Plan 47904 Anna Ct Wixom, Mi 48393 vs. nearby Profit Sharing plans in Michigan, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.52 Total assets ($B) Participants The Petersen Companies, Inc, Profit Sharing Plan 47904 Anna Ct Wixom, Mi 48393, Total assets ($B): 0.002301289 · Participants: 7The Petersen Companies, Inc, Profit Sharing Plan 47904 Anna Ct Wixom, Mi 48393Henry Ford Health System Retirement Savings Plan, Total assets ($B): 1.723538402 · Participants: 14349Henry Ford Health System Retirement Savings PlanConstruction Industry Retirement Fund of Rockford, Total assets ($B): 0.564072893 · Participants: 10685Construction Industry Retirement Fund of RockfordOhio Carpenters' Annuity Plan, Total assets ($B): 0.409857897 · Participants: 9314Ohio Carpenters' Annuity PlanHemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan, Total assets ($B): 0.288437417 · Participants: 1404Hemlock Semiconductor Operations LLC Employees' Capital Accumulation PlanNECA-IBEW Memphis Retirement Plan, Total assets ($B): 0.213370381 · Participants: 2389NECA-IBEW Memphis Retirement Plan
The Petersen Companies, Inc, Profit Sharing Plan 47904 Anna Ct Wixom, Mi 48393 vs. nearby Profit Sharing plans in Michigan, assets vs. participants
Compare The Petersen Companies, Inc, Profit Sharing Plan 47904 Anna Ct Wixom, Mi 48393 side-by-side with 3 peers →

The Petersen Companies, Inc, Profit Sharing Plan 47904 Anna Ct Wixom, Mi 48393's out-of-state Profit Sharing peers by assets and headcount

Outside Michigan, the nearest Profit Sharing by assets is Western Educational Services, Inc. Profit Sharing Plan in CA ($2M); by covered participants it is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 The Petersen Companies, Inc, Profit Sharing Plan 47904 Anna Ct Wixom, Mi 48393 assets move in 2023? ▼
The Petersen Companies, Inc, Profit Sharing Plan 47904 Anna Ct Wixom, Mi 48393 grew at a solid clip - up 11.5% during 2023, from $2M to $2M. Reported net income was $237K.
How have The Petersen Companies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Petersen Companies's sponsor-wide assets grew 32.8%, from $2M to $3M.
Which Profit Sharing plans are similar in size to The Petersen Companies, Inc, Profit Sharing Plan 47904 Anna Ct Wixom, Mi 48393? ▼
Among Profit Sharing plans in other states, the closest by assets is Western Educational Services, Inc. Profit Sharing Plan in CA ($2M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to The Petersen Companies, Inc, Profit Sharing Plan 47904 Anna Ct Wixom, Mi 48393? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants, N/A 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 382677962.

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.