Profit Sharing · DOL Form 5500 · 2024
Peterson Company Profit Sharing Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 30
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $742,636
- Avg per participant High balance/head
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.
- #4,205 in Wholesale Trade (6,080 peers)
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.
- #4,205
- in Wholesale Trade (6,080 peers)
- +22.1%
- assets growth YoY
Peterson Company Profit-Sharing Plan's outsized position by total assets
Peterson Company Profit-Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,279,070 Top 28% higher than 72% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Peterson Company 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. Peterson Company Profit-Sharing Plan is a small filing (30 participants) on this national headcount ladder.
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.
Published 5500 schedule card
Filing strip 840381604 · Peterson Company PY 2024 · Profit Sharing
Peterson Company Profit-Sharing Plan · $22M · 30 · 72nd
- PART $22M
- PART 30
- PART 72nd
- PART Profit Sharing
- PART near Gpac, LLC 401(k) Plan
- PART ind #4205
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 Colorado →
Peterson Company Profit-Sharing Plan in the asset neighbourhood
Peterson Company multi-year asset trail
Sponsor-wide plan assets over time
All Peterson Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 88.03535448549295% vs 2022
- 2024 filing year
| 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.
- Hensel Phelps Hourly Retirement Plan $60M · 656
- Liberty Pr Mobility 401(k) Savings Plan $53M · 1,145
- Amended & Restated Profit Sharing Plan of Midwest Pms $39M · 163
- Morgan Energy Corporation Profit Sharing Plan $20M · 1
- Retirement Plan of Public Broadcasting of Colorado, Inc. $16M · 181
Peterson Company Profit-Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Colorado, the nearest Profit Sharing by assets is Gpac, LLC 401(k) Plan in SD ($22M); by covered participants it is Roy H. Reeve Agency, Inc. Profit Sharing Plan in NY (30 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (30 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.