401(k) · DOL Form 5500 · 2023

Henry a. Petter Supply Company 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
117
Participants Small participant base
56th
Percentile by assets National rank
$76,771
Avg per participant Below avg balance/head
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Official DOL plan name: Henry a. Petter Supply Company 401(k) Savings Plan · Sponsored by Henry a. Petter Supply Company · Kentucky · Wholesale Trade

$9M in assets, 117 participants

Henry a. Petter Supply Company's Henry a. Petter Supply Company 401(k) Savings Plan reported $9M in total assets and 117 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #2,998 in Wholesale Trade (6,309 peers)

Coverage in Kentucky

Henry a. Petter Supply Company 401(k) Savings Plan covers 117 participants in Kentucky, about 18% of the average Kentucky filer (state average ~647 per filing). Assets: $9M.

#2,998
in Wholesale Trade (6,309 peers)
+2.2%
assets growth YoY

Henry a. Petter Supply Company 401(k) Savings Plan's mid-pack asset rank among Wholesale Trade and all filers

Henry a. Petter Supply Company 401(k) Savings Plan vs every filed plan by assets

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

$8,982,175 Top 44% higher than 56% 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

Henry a. Petter Supply Company 401(k) Savings 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. Henry a. Petter Supply Company 401(k) Savings Plan sits mid-pack in the medium band (117 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Henry a. Petter Supply Company 401(k) Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $192K in the plan year 2023 filing.
  • Henry a. Petter Supply Company 401(k) Savings Plan end-of-year assets rose from $9M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Henry a. Petter Supply Company 401(k) Savings Plan reported participants rose from 115 in the plan year 2022 filing to 117 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 610675180 · Henry a. Petter Supply Company PY 2023 · 401(k)

Henry a. Petter Supply Company 401(k) Savings Plan · $9M · 117 · 56th

  • NET $9M
  • BOOK 117
  • VS-ST 56th
  • BOY 401(k)
  • SCH near Jewish Family and Children's Service Tax Deferred Pension Plan
  • EBSA ind #2998

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 Wholesale Trade retirement plans → · Plans in Kentucky →

Henry a. Petter Supply Company 401(k) Savings Plan in the asset neighbourhood

Henry a. Petter Supply Company 401(k) Savings PlanHenry a. Petter Supply Compa…$9MJewish Family and Children's Service Tax Deferred Pension PlanJewish Family and Children's…$9MAlsco-Geyer Irrigation, Inc. Profit Sharing 401(k) PlanAlsco-Geyer Irrigation, Inc.…$9MIgnite Digital Federal Services LLC Retirement Plan and TrustIgnite Digital Federal Servi…$9MModern Industries 401(k) Incentive Savings PlanModern Industries 401(k) Inc…$9M
End-of-year total assets ($M) among Henry a. Petter Supply Company 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$192K
Employer EIN610675180
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Henry a. Petter Supply Company)

Sponsor-wide plan assets over time

All Henry a. Petter Supply Company plans reported in each filing year

Latest sponsor-wide plan assets
$9M 2.1857913550593553% vs 2022
2023 filing year
$8.7M$8.8M$8.9M$9M 20222023 $8.79M $8.98M ▲ +2.2%
Year Plans Participants Total Assets
2022 1 115 $9M
2023 1 117 $9M

Nearby 401(k) Plans in Kentucky

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Henry a. Petter Supply Company 401(k) Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Henry a. Petter Supply Company 401(k) Savings Plan, Total assets ($B): 0.008982175 · Participants: 117Henry a. Petter Supply Company 401(k) Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Henry a. Petter Supply Company 401(k) Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Henry a. Petter Supply Company 401(k) Savings Plan side-by-side with 3 peers →

Henry a. Petter Supply Company 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Jewish Family and Children's Service Tax Deferred Pension Plan in PA ($9M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (117 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (117 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 Henry a. Petter Supply Company 401(k) Savings Plan assets move in 2023? ▼
Henry a. Petter Supply Company 401(k) Savings Plan edged up modestly - up 2.2% during 2023, from $9M to $9M. Reported net income was $192K.
How have Henry a. Petter Supply Company plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Henry a. Petter Supply Company's sponsor-wide assets grew 2.2%, from $9M to $9M.
Which 401(k) plans are similar in size to Henry a. Petter Supply Company 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jewish Family and Children's Service Tax Deferred Pension Plan in PA ($9M, 105 participants).
Which 401(k) plans cover a similar participant headcount to Henry a. Petter Supply Company 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (117 participants, $673K 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 610675180.

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.