ESOP · DOL Form 5500 · 2023

Peterson Brothers Construction Inc ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
334
Participants Below avg headcount
70th
Percentile by assets National rank
$50,656
Avg per participant Low balance/head
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Official DOL plan name: Peterson Brothers Construction, Inc. Employee Stock Ownership Plan · Sponsored by Peterson Brothers Construction Inc · California · Construction

$17M in assets, 334 participants

Peterson Brothers Construction Inc's Peterson Brothers Construction, Inc. Employee Stock Ownership Plan reported $17M in total assets and 334 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #6,157 in Construction (9,030 peers)

What the 2023 filing shows

Peterson Brothers Construction, Inc. Employee Stock Ownership Plan holds $17M for 334 participants - about $50,656 per participant, above the median plan by assets.

#6,157
in Construction (9,030 peers)
-1.2%
assets change YoY

The plan reported a net loss of $198K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Peterson Brothers Construction, Inc. Employee Stock Ownership Plan's outsized position by total assets

Peterson Brothers Construction, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$16,919,027 Top 30% higher than 70% 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 Brothers Construction, Inc. Employee Stock Ownership 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. Peterson Brothers Construction, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (334 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Peterson Brothers Construction, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2022 filing to -$198K in the plan year 2023 filing.
  • Peterson Brothers Construction, Inc. Employee Stock Ownership Plan reported participants fell from 346 in the plan year 2022 filing to 334 in the plan year 2023 filing.
  • Peterson Brothers Construction, Inc. Employee Stock Ownership Plan end-of-year assets fell from $17M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 330081771 · Peterson Brothers Construction Inc PY 2023 · ESOP

Peterson Brothers Construction, Inc. Employee Stock Ownership Plan · $17M · 334 · 70th

  • IND $17M
  • IND 334
  • IND 70th
  • IND ESOP
  • IND near Sbna Holdings, Inc. Employee Stock Ownership Plan
  • IND ind #6157

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 California →

Peterson Brothers Construction, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Bills Electric, Inc. Employee Stock Ownership PlanBills Electric, Inc. Employe…$17MSbna Holdings, Inc. Employee Stock Ownership PlanSbna Holdings, Inc. Employee…$17MHolbrook & Manter Employee Stock Ownership PlanHolbrook & Manter Employee S…$17MPeterson Brothers Construction, Inc. Employee Stock Ownership PlanPeterson Brothers Constructi…$17MOne Source Equipment Rentals Employee Stock Ownership PlanOne Source Equipment Rentals…$17M
End-of-year total assets ($M) among Peterson Brothers Construction, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$17M
Net Income-$198K
Employer EIN330081771
Plan Effective Date2005-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Peterson Brothers Construction Inc)

Sponsor-wide plan assets over time

All Peterson Brothers Construction Inc plans reported in each filing year

Latest sponsor-wide plan assets
$19M 9.727156474076953% vs 2022
2024 filing year
$16M$17M$18M$19M 202220232024 $17.1M $18.8M ▲ +9.7%
Year Plans Participants Total Assets
2022 1 346 $17M
2023 1 334 $17M
2024 1 329 $19M

Nearby ESOP Plans in California

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

Peterson Brothers Construction, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Peterson Brothers Construction, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.016919027 · Participants: 334Peterson Brothers Construction, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Peterson Brothers Construction, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Peterson Brothers Construction, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Peterson Brothers Construction, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Sbna Holdings, Inc. Employee Stock Ownership Plan in TX ($17M); by covered participants it is Jasper Rubber Products, Inc. Employee Stock Ownership Plan in IN (334 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (334 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 Brothers Construction, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Peterson Brothers Construction, Inc. Employee Stock Ownership Plan edged down modestly - down 1.2% during 2023, from $17M to $17M. Reported net income was -$198K.
How have Peterson Brothers Construction Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peterson Brothers Construction Inc's sponsor-wide assets grew 9.7%, from $17M to $19M.
Which ESOP plans are similar in size to Peterson Brothers Construction, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Sbna Holdings, Inc. Employee Stock Ownership Plan in TX ($17M, 106 participants).
Which ESOP plans cover a similar participant headcount to Peterson Brothers Construction, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Jasper Rubber Products, Inc. Employee Stock Ownership Plan in IN (334 participants, $29M 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 330081771.

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.