401(k) · DOL Form 5500 · 2024

Petaluma Market, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
95
Participants Small participant base
37th
Percentile by assets National rank
$37,703
Avg per participant Low balance/head
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Official DOL plan name: Petaluma Market, Inc. 401(k) Profit Sharing Plan · Sponsored by Petaluma Market, Inc. · California · Retail Trade

$4M in assets, 95 participants

Petaluma Market, Inc.'s Petaluma Market, Inc. 401(k) Profit Sharing Plan reported $4M in total assets and 95 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #3,857 in Retail Trade (8,048 peers)

2024 asset change

Petaluma Market, Inc. 401(k) Profit Sharing Plan grew at a solid clip 13.4% in 2024 ($3M → $4M) for 95 participants.

#3,857
in Retail Trade (8,048 peers)
+13.4%
assets growth YoY

Petaluma Market, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Petaluma Market, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,581,775 37th percentile higher than 37% of 123,620 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 2024

Petaluma Market, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Petaluma Market, Inc. 401(k) Profit Sharing Plan is a small filing (95 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Petaluma Market, Inc. 401(k) Profit Sharing Plan reported net income rose from -$139K in the plan year 2023 filing to $424K in the plan year 2024 filing.
  • Petaluma Market, Inc. 401(k) Profit Sharing Plan reported participants rose from 70 in the plan year 2023 filing to 95 in the plan year 2024 filing.
  • Petaluma Market, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 680127320 · Petaluma Market, Inc. PY 2024 · 401(k)

Petaluma Market, Inc. 401(k) Profit Sharing Plan · $4M · 95 · 37th

  • IND $4M
  • IND 95
  • IND 37th
  • IND 401(k)
  • IND near 401(k) Profit Sharing Plan for Employees of Community Action Program Committee, Inc.
  • IND ind #3857

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 Retail Trade retirement plans → · Plans in California →

Petaluma Market, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Petaluma Market, Inc. 401(k) Profit Sharing PlanPetaluma Market, Inc. 401(k)…$4M401(k) Profit Sharing Plan for Employees of Community Action Program Committee, Inc.401(k) Profit Sharing Plan f…$4MRsm Holdings, Inc. Retirement PlanRsm Holdings, Inc. Retiremen…$4MAccruepartners, Inc. 401(k) Profit Sharing Plan and TrustAccruepartners, Inc. 401(k) …$4MBronx Family Network 401(k) PlanBronx Family Network 401(k) …$4M
End-of-year total assets ($M) among Petaluma Market, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Petaluma Market, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Petaluma Market, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 8.630050196786812% vs 2022
2024 filing year
$3M$3.2M$3.4M$3.6M$3.8M 202220232024 $3.3M $3.58M ▲ +8.5%
Year Plans Participants Total Assets
2022 1 65 $3M
2023 1 70 $3M
2024 1 95 $4M

2024 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$424K
Employer EIN680127320
Plan Effective Date1987-09-09
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Petaluma Market, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Petaluma Market, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.003581775 · Participants: 95Petaluma Market, Inc. 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Petaluma Market, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Petaluma Market, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Petaluma Market, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is 401(k) Profit Sharing Plan for Employees of Community Action Program Committee, Inc. in FL ($4M); by covered participants it is Galatea Associates 401(k) Plan in MA (95 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (95 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Petaluma Market, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Petaluma Market, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 13.4% during 2024, from $3M to $4M. Reported net income was $424K.
How have Petaluma Market, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Petaluma Market, Inc.'s sponsor-wide assets grew 8.6%, from $3M to $4M.
Which 401(k) plans are similar in size to Petaluma Market, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is 401(k) Profit Sharing Plan for Employees of Community Action Program Committee, Inc. in FL ($4M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Petaluma Market, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Galatea Associates 401(k) Plan in MA (95 participants, $23M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 680127320.

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.