401(k) · DOL Form 5500 · 2024

The Peterson Companies 401(k) Plan

Data updated 2026-08-11

$62M
Total assets: 180
Participants: 86th
Percentile by assets: $344,665
Avg per participant

Official DOL plan name: The Peterson Companies 401(k) Employee Incentive Plan · Sponsored by The Peterson Companies · Virginia · Real Estate

$62M in assets, 180 participants

The Peterson Companies's The Peterson Companies 401(k) Employee Incentive Plan reported $62M in total assets and 180 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

86th percentile by assets (of 123,622 plans)
#4,360 in Real Estate (4,605 peers)

Coverage in Virginia

The Peterson Companies 401(k) Employee Incentive Plan covers 180 participants in Virginia, about 23% of the average Virginia filer (state average ~782 per filing). Assets: $62M.

$62M
total plan assets (2024 EOY): 180
covered participants: 86th
percentile by assets (of 123,622 plans): $344,665
avg assets per participant

Where The Peterson Companies 401(k) Employee Incentive Plan sits by total assets

The Peterson Companies 401(k) Employee Incentive Plan vs every filed plan by assets

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

$62,039,629 Top 14% higher than 86% 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

The Peterson Companies 401(k) Employee Incentive Plan reported net income fell from $9M in the plan year 2023 filing to $6M in the plan year 2024 filing.
The Peterson Companies 401(k) Employee Incentive Plan end-of-year assets rose from $56M in the plan year 2023 filing to $62M in the plan year 2024 filing.
The Peterson Companies 401(k) Employee Incentive Plan reported participants rose from 170 in the plan year 2023 filing to 180 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Virginia

Industry

Real Estate

Participants vs Virginia filers

In Virginia, the average filing covers about 782 participants across 3,655 plans. The Peterson Companies 401(k) Employee Incentive Plan reports 180 participants - about 23% of that state average ($62M EOY assets).

Virginia filing particulars

Total Assets (Beginning of Year)	$56M
Net Assets (End of Year)	$62M
Net Income	$6M
Employer EIN	541160244
Plan Effective Date	1984-12-15
Filing Status	FILING RECEIVED

Sponsor Plan History (The Peterson Companies)

Total plan assets by year, all The Peterson Companies plans on file

Year	Plans	Participants	Total Assets
2022	1	176	$48M
2023	1	170	$56M
2024	1	180	$62M

Nearby 401(k) Plans in Virginia

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

The Peterson Companies 401(k) Employee Incentive Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

Northrop Grumman Savings Plan $39.5B · 104,719
401(k) Pension Plan $16.8B · 62,869
General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
Leidos, Inc. Retirement Plan $11.8B · 29,734

Compare The Peterson Companies 401(k) Employee I… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Peterson Companies 401(k) Employee Incentive Plan by total assets, not by location.

Harding Loevner Profit Sharing Thrift Plan (NJ) $62M · 123
Wmk LLC 401(k) Profit Sharing Plan & Trust (OH) $62M · 1,495
401(k) Profit-Sharing Plan for Employees of Eye Associates of New Mexico, Ltd. (NM) $62M · 656
Sidel, Inc. Retirement and Savings Plan (GA) $62M · 260

Frequently Asked Questions

How did The Peterson Companies 401(k) Employee Incentive Plan assets move in 2024? ▼

The Peterson Companies 401(k) Employee Incentive Plan grew at a solid clip - up 10.0% during 2024, from $56M to $62M. Reported net income was $6M.

How have The Peterson Companies plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The Peterson Companies's sponsor-wide assets grew 29.8%, from $48M to $62M.

Where does The Peterson Companies 401(k) Employee Incentive Plan rank by assets among Form 5500 filers? ▼

The Peterson Companies 401(k) Employee Incentive Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to The Peterson Companies 401(k) Employee Incentive Plan? ▼

Among 401(k) plans in other states, the closest by assets is Harding Loevner Profit Sharing Thrift Plan in NJ ($62M, 123 participants).

Next read for The Peterson Companies 401(k) Employee I…

Filing takeaways

Ways to act on The Peterson Companies 401(k) Employee Incentive Plan's numbers.

By total assets, The Peterson Companies 401(k) Employee Incentive Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Virginia. Compare plans
The Peterson Companies's sponsor-wide assets have grown 29.8% since 2022 across 3 plan years on file. More Real Estate 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 541160244.