401(k) · DOL Form 5500 · 2024

Kevin Peterson Enterprises Inc 401(k) Plan

Data updated 2026-08-25

$949K
Total assets Small plan by assets
1
Participants Small participant base
23rd
Percentile by assets National rank
$948,904
Avg per participant High balance/head
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Official DOL plan name: Kevin Peterson Enterprises Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Kevin Peterson Enterprises Inc · California · Finance & Insurance

$949K in assets, 1 participants

Kevin Peterson Enterprises Inc's Kevin Peterson Enterprises Inc 401(k) Profit Sharing Plan & Trust reported $949K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #1,105 in Finance & Insurance (8,549 peers)

Kevin Peterson Enterprises Inc multi-year trail

Kevin Peterson Enterprises Inc's plans moved +19.2% in assets from 2023 to 2024; this filing shows Kevin Peterson Enterprises Inc 401(k) Profit Sharing Plan & Trust at $949K / 1 participant.

#1,105
in Finance & Insurance (8,549 peers)
+19.2%
assets growth YoY

Kevin Peterson Enterprises Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Kevin Peterson Enterprises Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$948,904 23rd percentile higher than 23% 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

Kevin Peterson Enterprises Inc 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kevin Peterson Enterprises Inc 401(k) Profit Sharing Plan & Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kevin Peterson Enterprises Inc 401(k) Profit Sharing Plan & Trust reported net income rose from $61K in the plan year 2023 filing to $153K in the plan year 2024 filing.
  • Kevin Peterson Enterprises Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $796K in the plan year 2023 filing to $949K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 954448849 · Kevin Peterson Enterprises Inc PY 2024 · 401(k)

Kevin Peterson Enterprises Inc 401(k) Profit Sharing Plan & Trust · $949K · 1 · 23rd

  • IND $949K
  • EOY 1
  • 5500 23rd
  • ASSETS 401(k)
  • PCT near Twisted Sweets Retirement Plan
  • EIN ind #1105

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 Finance & Insurance retirement plans → · Plans in California →

Kevin Peterson Enterprises Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Kevin Peterson Enterprises Inc 401(k) Profit Sharing Plan & TrustKevin Peterson Enterprises I…$949KTwisted Sweets Retirement PlanTwisted Sweets Retirement Pl…$949KPrimary Health Choice, Inc. 401(k) PlanPrimary Health Choice, Inc. …$949KQualed, Inc. 401(k) Plan$949KInspired Generations LLC 401(k) Profit Sharing Plan & TrustInspired Generations LLC 401…$949K
End-of-year total assets ($M) among Kevin Peterson Enterprises Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kevin Peterson Enterprises Inc multi-year asset trail

Sponsor-wide plan assets over time

All Kevin Peterson Enterprises Inc plans reported in each filing year

Latest sponsor-wide plan assets
$949K 19.191376152781373% vs 2023
2024 filing year
$0.75M$0.8M$0.85M$0.9M$0.95M$1M 20232024 $0.8M $0.95M ▲ +18.7%
Year Plans Participants Total Assets
2023 1 1 $796K
2024 1 1 $949K

Kevin Peterson Enterprises Inc filing trail (2024)

Total Assets (Beginning of Year)$796K
Net Assets (End of Year)$949K
Net Income$153K
Employer EIN954448849
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Kevin Peterson Enterprises Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Kevin Peterson Enterprises Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000948904 · Participants: 1Kevin Peterson Enterprises Inc 401(k) Profit Sharing Plan & TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Kevin Peterson Enterprises Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Kevin Peterson Enterprises Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Kevin Peterson Enterprises Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Twisted Sweets Retirement Plan in NC ($949K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($949K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Kevin Peterson Enterprises Inc 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Kevin Peterson Enterprises Inc 401(k) Profit Sharing Plan & Trust grew sharply - up 19.2% during 2024, from $796K to $949K. Reported net income was $153K.
How have Kevin Peterson Enterprises Inc plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Kevin Peterson Enterprises Inc's sponsor-wide assets grew 19.2%, from $796K to $949K.
Where does Kevin Peterson Enterprises Inc 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Kevin Peterson Enterprises Inc 401(k) Profit Sharing Plan & Trust ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Kevin Peterson Enterprises Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Twisted Sweets Retirement Plan in NC ($949K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Kevin Peterson Enterprises Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 954448849.

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.