401(k) · DOL Form 5500 · 2024

Petersen Kolberg and Associates P.C. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
37
Participants Small participant base
47th
Percentile by assets National rank
$176,873
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pka Savings and Retirement Plan · Sponsored by Petersen Kolberg and Associates P.C. · Oregon · Professional & Technical Services

$7M in assets, 37 participants

Petersen Kolberg and Associates P.C.'s Pka Savings and Retirement Plan reported $7M in total assets and 37 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,084 in Professional & Technical Services (20,173 peers)

2024 asset change

Pka Savings and Retirement Plan grew at a solid clip 9.3% in 2024 ($6M → $7M) for 37 participants.

#9,084
in Professional & Technical Services (20,173 peers)
+9.3%
assets growth YoY

Pka Savings and Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Pka Savings and Retirement Plan vs every filed plan by assets

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

$6,544,308 47th percentile higher than 47% 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

Pka Savings and Retirement 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. Pka Savings and Retirement Plan is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pka Savings and Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $555K in the plan year 2024 filing.
  • Pka Savings and Retirement Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Pka Savings and Retirement Plan reported participants fell from 38 in the plan year 2023 filing to 37 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 930769512 · Petersen Kolberg and Associates P.C. PY 2024 · 401(k)

Pka Savings and Retirement Plan · $7M · 37 · 47th

  • EOY $7M
  • EOY 37
  • EOY 47th
  • EOY 401(k)
  • EOY near The Datamax Software Group, Inc. 401(k) Profit Sharing Plan
  • EOY ind #9084

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 Professional & Technical Services retirement plans → · Plans in Oregon →

Pka Savings and Retirement Plan in the asset neighbourhood

Pka Savings and Retirement PlanPka Savings and Retirement P…$7MThe Datamax Software Group, Inc. 401(k) Profit Sharing PlanThe Datamax Software Group, …$7MSystems Products and Solutions Retirement TrustSystems Products and Solutio…$7MPatient Access Network Foundation Retirement Savings PlanPatient Access Network Found…$7MTexas Center for Medical & Surgical Weight Loss, P.a. 401(k) Retirement PlanTexas Center for Medical & S…$7M
End-of-year total assets ($M) among Pka Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Petersen Kolberg and Associates P.C. years around the 2024 move

Sponsor-wide plan assets over time

All Petersen Kolberg and Associates P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 9.264068338920387% vs 2023
2024 filing year
$5.8M$6M$6.2M$6.4M$6.6M 20232024 $5.99M $6.54M ▲ +9.2%
Year Plans Participants Total Assets
2023 1 38 $6M
2024 1 37 $7M

2024 asset-move particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$555K
Employer EIN930769512
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Pka Savings and Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Pka Savings and Retirement Plan, Total assets ($B): 0.006544308 · Participants: 37Pka Savings and Retirement Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
Pka Savings and Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Pka Savings and Retirement Plan side-by-side with 3 peers →

Pka Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is The Datamax Software Group, Inc. 401(k) Profit Sharing Plan in CA ($7M); by covered participants it is Carnahan Evans PC Profit Sharing Plan in MO (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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 Pka Savings and Retirement Plan assets move in 2024? ▼
Pka Savings and Retirement Plan grew at a solid clip - up 9.3% during 2024, from $6M to $7M. Reported net income was $555K.
How have Petersen Kolberg and Associates P.C. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Petersen Kolberg and Associates P.C.'s sponsor-wide assets grew 9.3%, from $6M to $7M.
Which 401(k) plans are similar in size to Pka Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Datamax Software Group, Inc. 401(k) Profit Sharing Plan in CA ($7M, 34 participants).
Which 401(k) plans cover a similar participant headcount to Pka Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carnahan Evans PC Profit Sharing Plan in MO (37 participants, $17M 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 930769512.

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.