401(k) · DOL Form 5500 · 2024

The Peterson Companies 401(k) Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
180
Participants Small participant base
86th
Percentile by assets National rank
$344,665
Avg per participant High balance/head
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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.

  • #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.

#4,360
in Real Estate (4,605 peers)
+10.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

The Peterson Companies 401(k) Employee Incentive Plan's outsized position 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

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

The Peterson Companies 401(k) Employee Incentive 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. The Peterson Companies 401(k) Employee Incentive Plan sits mid-pack in the medium band (180 participants).

What changed between DOL Form 5500 filings

plan year 2023 → 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 →

DOL schedule card

Filing strip 541160244 · The Peterson Companies PY 2024 · 401(k)

The Peterson Companies 401(k) Employee Incentive Plan · $62M · 180 · 86th

  • TYPE $62M
  • TYPE 180
  • TYPE 86th
  • TYPE 401(k)
  • TYPE near Harding Loevner Profit Sharing Thrift Plan
  • TYPE ind #4360

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 Real Estate retirement plans → · Plans in Virginia →

The Peterson Companies 401(k) Employee Incentive Plan in the asset neighbourhood

Sidel, Inc. Retirement and Savings PlanSidel, Inc. Retirement and S…$62MThe Peterson Companies 401(k) Employee Incentive PlanThe Peterson Companies 401(k…$62MHarding Loevner Profit Sharing Thrift PlanHarding Loevner Profit Shari…$62MWmk LLC 401(k) Profit Sharing Plan & TrustWmk LLC 401(k) Profit Sharin…$62M401(k) Profit-Sharing Plan for Employees of Eye Associates of New Mexico, Ltd.401(k) Profit-Sharing Plan f…$62M
End-of-year total assets ($M) among The Peterson Companies 401(k) Employee Incentive Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$62M
Net Income$6M
Employer EIN541160244
Plan Effective Date1984-12-15
Filing StatusFILING RECEIVED

Sponsor Plan History (The Peterson Companies)

Sponsor-wide plan assets over time

All The Peterson Companies plans reported in each filing year

Latest sponsor-wide plan assets
$62M 29.751039227545867% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $47.8M $62M ▲ +29.8%
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 Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants The Peterson Companies 401(k) Employee Incentive Plan, Total assets ($B): 0.062039629 · Participants: 180The Peterson Companies 401(k) Employee Incentive PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
The Peterson Companies 401(k) Employee Incentive Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare The Peterson Companies 401(k) Employee Incentive Plan side-by-side with 3 peers →

The Peterson Companies 401(k) Employee Incentive Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Harding Loevner Profit Sharing Thrift Plan in NJ ($62M); by covered participants it is Costello, Inc. 401(k) Plan in TX (180 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (180 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 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).
Which 401(k) plans cover a similar participant headcount to The Peterson Companies 401(k) Employee Incentive Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Costello, Inc. 401(k) Plan in TX (180 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 541160244.

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.