Profit Sharing · DOL Form 5500 · 2024
Peterson Company Profit Sharing Plan
Data updated 2026-07-24
- $22M
- Total assets
- 30
- Participants
- 72nd
- Percentile by assets
- $742,636
- Avg per participant
Official DOL plan name: Peterson Company Profit-Sharing Plan · Sponsored by Peterson Company · Colorado · Wholesale Trade
$22M in assets, 30 participants
Peterson Company's Peterson Company Profit-Sharing Plan reported $22M in total assets and 30 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- 72nd percentile by assets (of 116,472 plans)
Peterson Company multi-year trail
Peterson Company's plans moved +88.0% in assets from 2022 to 2024; this filing shows Peterson Company Profit-Sharing Plan at $22M / 30 participants.
- $22M
- total plan assets (2024 EOY)
- 30
- covered participants
- 72nd
- percentile by assets (of 116,472 plans)
- $742,636
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Peterson Company Profit-Sharing Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Peterson Company Profit-Sharing Plan end-of-year assets rose from $18M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- Peterson Company Profit-Sharing Plan reported participants rose from 26 in the plan year 2023 filing to 30 in the plan year 2024 filing.
Peterson Company across 3 plan years on file
Across the 3 plan years Peterson Company has on file (2022-2024), sponsor-wide plan assets have moved from $12M to $22M, a gain of 88.0%, while reported participants moved from 31 to 30 (-3.2%). Peak year by sponsor assets: 2024 ($22M); trough: 2022 ($12M).
Peterson Company multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 31 | $12M |
| 2023 | 1 | 26 | $18M |
| 2024 | 1 | 30 | $22M |
Peterson Company filing trail (2024)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $4M |
| Employer EIN | 840381604 |
| Plan Effective Date | 1974-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Colorado
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Peterson Company Profit-Sharing Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants
- Hensel Phelps Hourly Retirement Plan $60M · 656
- Liberty Pr Mobility 401(k) Savings Plan $53M · 1,145
- Morgan Energy Corporation Profit Sharing Plan $20M · 1
- Retirement Plan of Public Broadcasting of Colorado, Inc. $16M · 181
- Oates Knezevich Gardenswartz Kelly & Morrow PC Profit Sharing Plan $14M · 12
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Peterson Company Profit-Sharing Plan by total assets, not by location.
- Gpac, LLC 401(k) Plan (SD) $22M · 376
- Ams III 401(k) Plan (CA) $22M · 167
- Corvallis Radiology, PC Employees' Profit Sharing Plan and Trust (OR) $22M · 15
- The Education Trust, Inc. 403(b) Defined Contribution Plan (DC) $22M · 130
Frequently Asked Questions
How did Peterson Company Profit-Sharing Plan assets move in 2024? ▼
How have Peterson Company plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Peterson Company Profit-Sharing Plan? ▼
Next read for Peterson Company Profit-Sharing Plan
Multi-year trail
Ways to act on Peterson Company Profit-Sharing Plan's numbers.
- By total assets, Peterson Company Profit-Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Colorado. Compare plans
- Peterson Company's sponsor-wide assets have grown 88.0% since 2022 across 3 plan years on file. More Wholesale Trade plans
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 840381604.
Read our methodology - how this data is sourced, computed, and verified.