401(k) · DOL Form 5500 · 2024

Petra Incorporated 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
160
Participants Small participant base
40th
Percentile by assets National rank
$27,243
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Petra Incorporated 401(k) P/S Plan · Sponsored by Petra Incorporated · Idaho · Construction

$4M in assets, 160 participants

Petra Incorporated's Petra Incorporated 401(k) P/S Plan reported $4M in total assets and 160 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #3,463 in Construction (9,039 peers)

Coverage in Idaho

Petra Incorporated 401(k) P/S Plan covers 160 participants in Idaho, about 46% of the average Idaho filer (state average ~347 per filing). Assets: $4M.

#3,463
in Construction (9,039 peers)
+19.7%
assets growth YoY

Petra Incorporated 401(k) P/S Plan's mid-pack asset rank among Construction and all filers

Petra Incorporated 401(k) P/S Plan vs every filed plan by assets

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

$4,358,859 40th percentile higher than 40% 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

Petra Incorporated 401(k) P/S Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Petra Incorporated 401(k) P/S Plan sits mid-pack in the medium band (160 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Petra Incorporated 401(k) P/S Plan reported net income fell from $1M in the plan year 2023 filing to $718K in the plan year 2024 filing.
  • Petra Incorporated 401(k) P/S Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Petra Incorporated 401(k) P/S Plan reported participants rose from 148 in the plan year 2023 filing to 160 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 820475734 · Petra Incorporated PY 2024 · 401(k)

Petra Incorporated 401(k) P/S Plan · $4M · 160 · 40th

  • EOY $4M
  • EOY 160
  • EOY 40th
  • EOY 401(k)
  • EOY near Knight's 401(k) Plan
  • EOY ind #3463

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 Construction retirement plans → · Plans in Idaho →

Petra Incorporated 401(k) P/S Plan in the asset neighbourhood

Petra Incorporated 401(k) P/S PlanPetra Incorporated 401(k) P/…$4MKnight's 401(k) Plan$4MThermo Bond Buildings LLC 401(k) PlanThermo Bond Buildings LLC 40…$4MOnyx 401(k) Plan$4MAutel US Inc 401(k) Profit Sharing Plan & TrustAutel US Inc 401(k) Profit S…$4M
End-of-year total assets ($M) among Petra Incorporated 401(k) P/S Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Idaho filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$718K
Employer EIN820475734
Plan Effective Date1999-01-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Petra Incorporated)

Sponsor-wide plan assets over time

All Petra Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$4M 66.99732619398905% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.61M $4.36M ▲ +67.0%
Year Plans Participants Total Assets
2022 1 175 $3M
2023 1 148 $4M
2024 1 160 $4M

Nearby 401(k) Plans in Idaho

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

Petra Incorporated 401(k) P/S Plan vs. nearby 401(k) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Petra Incorporated 401(k) P/S Plan, Total assets ($B): 0.004358859 · Participants: 160Petra Incorporated 401(k) P/S PlanMicron Technology Inc. Retirement at Micron (Ram) Plan, Total assets ($B): 3.744829372 · Participants: 8598Micron Technology Inc. Retirement at Micron (Ram) PlanIdaho National Laboratory Employee Investment Plan, Total assets ($B): 2.548581207 · Participants: 6632Idaho National Laboratory Employee Investment PlanSimplot Retirement Savings Plan, Total assets ($B): 1.560177552 · Participants: 9012Simplot Retirement Savings PlanIdaho Power Company Employee Savings Plan, Total assets ($B): 0.889896808 · Participants: 2119Idaho Power Company Employee Savings PlanBoise Cascade Company Savings Plan, Total assets ($B): 0.740356793 · Participants: 3902Boise Cascade Company Savings Plan
Petra Incorporated 401(k) P/S Plan vs. nearby 401(k) plans in Idaho, assets vs. participants
Compare Petra Incorporated 401(k) P/S Plan side-by-side with 3 peers →

Petra Incorporated 401(k) P/S Plan's out-of-state 401(k) peers by assets and headcount

Outside Idaho, the nearest 401(k) by assets is Knight's 401(k) Plan in MI ($4M); by covered participants it is Battlefield Farms, Inc. Profit Sharing Plan in VA (160 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (160 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 Petra Incorporated 401(k) P/S Plan assets move in 2024? ▼
Petra Incorporated 401(k) P/S Plan grew sharply - up 19.7% during 2024, from $4M to $4M. Reported net income was $718K.
How have Petra Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Petra Incorporated's sponsor-wide assets grew 67.0%, from $3M to $4M.
Which 401(k) plans are similar in size to Petra Incorporated 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by assets is Knight's 401(k) Plan in MI ($4M, 174 participants).
Which 401(k) plans cover a similar participant headcount to Petra Incorporated 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Battlefield Farms, Inc. Profit Sharing Plan in VA (160 participants, N/A 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 820475734.

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.