Profit Sharing · DOL Form 5500 · 2024
Peterson Genetics, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 23
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $669,569
- Avg per participant High balance/head
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.
- #3,524 in Wholesale Trade (6,080 peers)
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.
- #3,524
- in Wholesale Trade (6,080 peers)
- +11.8%
- assets growth YoY
Peterson Genetics, Inc. Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers
Peterson Genetics, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,400,082 Top 35% higher than 65% 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 Genetics, Inc. 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 Genetics, Inc. Profit Sharing Plan is a small filing (23 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
EBSA filing schedule strip
Filing strip 421066918 · Peterson Genetics, Inc. PY 2024 · Profit Sharing
Peterson Genetics, Inc. Profit Sharing Plan · $15M · 23 · 65th
- RANK $15M
- RANK 23
- RANK 65th
- RANK Profit Sharing
- RANK near C.H.I.L.D., Inc. 403(b) Retirement Plan
- RANK ind #3524
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 Iowa →
Peterson Genetics, Inc. Profit Sharing Plan in the asset neighbourhood
Peterson Genetics, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Peterson Genetics, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 24.995724600821383% vs 2022
- 2024 filing year
| 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.
- Dordt University Defined Contribution Retirement Plan $61M · 322
- Medtec LLC 401(k) Retirement Plan $30M · 279
- Liberty Pattern Company Profit Sharing Plan $26M · 12
- Newton Clinic, P.C. Profit Sharing Plan $17M · 43
- Burgess Health Center 403(b) Plan $16M · 272
Peterson Genetics, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Iowa, the nearest Profit Sharing by assets is C.H.I.L.D., Inc. 403(b) Retirement Plan in RI ($15M); by covered participants it is Univision of Puerto Rico Inc.,Union Savings Plan in PR (23 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- C.H.I.L.D., Inc. 403(b) Retirement Plan (RI) $15M · 87
- Cinnaire Corporation Profit Sharing Plan (MI) $15M · 129
- Donalsonville Hospital, Inc. Profit Sharing Plan (GA) $15M · 215
- Sun Behavioral Health, Inc. 401(k) Plan (NJ) $15M · 1,178
Similar participant headcount
Nearest other-state filings by covered participants (23 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.