ESOP · DOL Form 5500 · 2023

Petersen, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
534
Participants Below avg headcount
61st
Percentile by assets National rank
$21,051
Avg per participant Low balance/head
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Official DOL plan name: Petersen, Inc. Frozen Capital Accumulation Plan · Sponsored by Petersen, Inc. · Utah · Manufacturing

$11M in assets, 534 participants

Petersen, Inc.'s Petersen, Inc. Frozen Capital Accumulation Plan reported $11M in total assets and 534 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #8,983 in Manufacturing (18,722 peers)

Petersen, Inc. multi-year trail

Petersen, Inc.'s plans moved -96.8% in assets from 2022 to 2024; this filing shows Petersen, Inc. Frozen Capital Accumulation Plan at $11M / 534 participants.

#8,983
in Manufacturing (18,722 peers)
-34.0%
assets change YoY

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Petersen, Inc. Frozen Capital Accumulation Plan's mid-pack asset rank among Manufacturing and all filers

Petersen, Inc. Frozen Capital Accumulation Plan vs every filed plan by assets

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

$11,241,183 Top 39% higher than 61% 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

Petersen, Inc. Frozen Capital Accumulation Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Petersen, Inc. Frozen Capital Accumulation Plan sits mid-pack in the medium band (534 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Petersen, Inc. Frozen Capital Accumulation Plan reported net income rose from -$42M in the plan year 2022 filing to -$6M in the plan year 2023 filing.
  • Petersen, Inc. Frozen Capital Accumulation Plan end-of-year assets fell from $17M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Petersen, Inc. Frozen Capital Accumulation Plan reported participants rose from 525 in the plan year 2022 filing to 534 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 870354727 · Petersen, Inc. PY 2023 · ESOP

Petersen, Inc. Frozen Capital Accumulation Plan · $11M · 534 · 61st

  • IND $11M
  • IND 534
  • IND 61st
  • IND ESOP
  • IND near Avail Technologies, Inc. Employee Stock Ownership Plan
  • IND ind #8983

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 What is an ESOP? → · Plans in Utah →

Petersen, Inc. Frozen Capital Accumulation Plan in the asset neighbourhood

Vespoli USA, Inc. Employee Stock Ownership PlanVespoli USA, Inc. Employee S…$11MIvs Group, Inc. & Affiliates Employee Stock Ownership PlanIvs Group, Inc. & Affiliates…$11MPetersen, Inc. Frozen Capital Accumulation PlanPetersen, Inc. Frozen Capita…$11MAvail Technologies, Inc. Employee Stock Ownership PlanAvail Technologies, Inc. Emp…$11MStockgrowers State Bank Employee Stock Ownership PlanStockgrowers State Bank Empl…$11M
End-of-year total assets ($M) among Petersen, Inc. Frozen Capital Accumulation Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Petersen, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Petersen, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 96.78916658345598% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $54.4M $1.75M ▼ -96.8%
Year Plans Participants Total Assets
2022 2 1,071 $54M
2023 2 1,073 $11M
2024 1 584 $2M

Petersen, Inc. filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$11M
Net Income-$6M
Employer EIN870354727
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Utah

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

Petersen, Inc. Frozen Capital Accumulation Plan vs. nearby ESOP plans in Utah, assets vs. participants Scatter plot of 6 data points. -2000200400600800 050100150 Total assets ($M) Participants Petersen, Inc. Frozen Capital Accumulation Plan, Total assets ($M): 11.241183 · Participants: 534Petersen, Inc. Frozen Capital Accumulation PlanWhitaker Construction Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 121.038272 · Participants: 697Whitaker Construction Co., Inc. Employee Stock Ownership PlanJacobsen Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 111.243432 · Participants: 531Jacobsen Construction Company, Inc. Employee Stock Ownership PlanRocky Mountain Atv, Inc. Employee Stock Ownership Plan, Total assets ($M): 104.049142 · Participants: 501Rocky Mountain Atv, Inc. Employee Stock Ownership PlanFj Management Inc. Employee Stock Ownership Plan, Total assets ($M): 102.977078 · Participants: 30Fj Management Inc. Employee Stock Ownership PlanCentral Milling Employee Stock Ownership Plan and Trust, Total assets ($M): 45.365384 · Participants: 111Central Milling Employee Stock Ownership Plan and Trust
Petersen, Inc. Frozen Capital Accumulation Plan vs. nearby ESOP plans in Utah, assets vs. participants
Compare Petersen, Inc. Frozen Capital Accumulation Plan side-by-side with 3 peers →

Petersen, Inc. Frozen Capital Accumulation Plan's out-of-state ESOP peers by assets and headcount

Outside Utah, the nearest ESOP by assets is Avail Technologies, Inc. Employee Stock Ownership Plan in PA ($11M); by covered participants it is Preferred Pump & Equipment Employee Stock Ownership Plan in TX (534 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (534 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 Petersen, Inc. Frozen Capital Accumulation Plan assets move in 2023? ▼
Petersen, Inc. Frozen Capital Accumulation Plan contracted severely - down 34.0% during 2023, from $17M to $11M. Reported net income was -$6M.
How have Petersen, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Petersen, Inc.'s sponsor-wide assets declined 96.8%, from $54M to $2M.
Which ESOP plans are similar in size to Petersen, Inc. Frozen Capital Accumulation Plan? ▼
Among ESOP plans in other states, the closest by assets is Avail Technologies, Inc. Employee Stock Ownership Plan in PA ($11M, 109 participants).
Which ESOP plans cover a similar participant headcount to Petersen, Inc. Frozen Capital Accumulation Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Preferred Pump & Equipment Employee Stock Ownership Plan in TX (534 participants, $279M 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 870354727.

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.