Profit Sharing · DOL Form 5500 · 2024

Peterson Genetics, Inc. Profit Sharing Plan

Data updated 2026-07-24

$15M
Total assets: 23
Participants: 65th
Percentile by assets: $669,569
Avg per participant

Official DOL plan name: Peterson Genetics, Inc. Profit Sharing Plan · Sponsored by Peterson Genetics, Inc. · Iowa · Wholesale Trade

$15M in assets, 23 participants

Peterson Genetics, Inc.'s Peterson Genetics, Inc. Profit Sharing Plan reported $15M in total assets and 23 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

65th percentile by assets (of 116,472 plans)

Peterson Genetics, Inc. multi-year trail

Peterson Genetics, Inc.'s plans moved +25.0% in assets from 2022 to 2024; this filing shows Peterson Genetics, Inc. Profit Sharing Plan at $15M / 23 participants.

$15M
total plan assets (2024 EOY): 23
covered participants: 65th
percentile by assets (of 116,472 plans): $669,569
avg assets per participant

Peterson Genetics, Inc. Profit Sharing Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Peterson Genetics, Inc. Profit Sharing Plan end-of-year assets rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.
Peterson Genetics, Inc. Profit Sharing Plan reported participants rose from 21 in the plan year 2023 filing to 23 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Iowa

Industry

Wholesale Trade

Peterson Genetics, Inc. across 3 plan years on file

Across the 3 plan years Peterson Genetics, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $12M to $15M, a gain of 25.0%, while reported participants moved from 14 to 23 (+64.3%). Peak year by sponsor assets: 2024 ($15M); trough: 2022 ($12M).

Peterson Genetics, Inc. multi-year asset trail

Total plan assets by year, all Peterson Genetics, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	14	$12M
2023	1	21	$14M
2024	1	23	$15M

Peterson Genetics, Inc. filing trail (2024)

Total Assets (Beginning of Year)	$14M
Net Assets (End of Year)	$15M
Net Income	$2M
Employer EIN	421066918
Plan Effective Date	1985-01-01
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Iowa

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Peterson Genetics, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Iowa, assets vs. participants

Dordt University Defined Contribution Retirement Plan $61M · 322
Medtec LLC 401(k) Retirement Plan $30M · 279
Newton Clinic, P.C. Profit Sharing Plan $17M · 43
Burgess Health Center 403(b) Plan $16M · 272
Mahaska Bottling Company 401(k) Plan $15M · 262

Compare Peterson Genetics, Inc. Profit Sharing P… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Peterson Genetics, Inc. Profit Sharing Plan by total assets, not by location.

C.H.I.L.D., Inc. 403(b) Retirement Plan (RI) $15M · 87
Cinnaire Corporation Profit Sharing Plan (MI) $15M · 129
Sun Behavioral Health, Inc. 401(k) Plan (NJ) $15M · 1,178
Ec Waste Puerto Rico Retirement Plan Retirement Plan (PR) $15M · 363

Frequently Asked Questions

How did Peterson Genetics, Inc. Profit Sharing Plan assets move in 2024? ▼

Peterson Genetics, Inc. Profit Sharing Plan grew at a solid clip - up 11.8% during 2024, from $14M to $15M. Reported net income was $2M.

How have Peterson Genetics, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Peterson Genetics, Inc.'s sponsor-wide assets grew 25.0%, from $12M to $15M.

Which Profit Sharing plans are similar in size to Peterson Genetics, Inc. Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is C.H.I.L.D., Inc. 403(b) Retirement Plan in RI ($15M, 87 participants).

Next read for Peterson Genetics, Inc. Profit Sharing P…

Multi-year trail

Ways to act on Peterson Genetics, Inc. Profit Sharing Plan's numbers.

By total assets, Peterson Genetics, Inc. 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 Iowa. Compare plans
Peterson Genetics, Inc.'s sponsor-wide assets have grown 25.0% 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 421066918.

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.