401(k) · DOL Form 5500 · 2024

Petersen Hastings Investment Management, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
26
Participants Small participant base
59th
Percentile by assets National rank
$442,424
Avg per participant High balance/head
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Official DOL plan name: Petersen Hastings Investment Management, Inc. 401(k) Plan · Sponsored by Petersen Hastings Investment Management, Inc. · Washington · Finance & Insurance

$12M in assets, 26 participants

Petersen Hastings Investment Management, Inc.'s Petersen Hastings Investment Management, Inc. 401(k) Plan reported $12M in total assets and 26 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,643 in Finance & Insurance (8,549 peers)

Petersen Hastings Investment Management, Inc. multi-year trail

Petersen Hastings Investment Management, Inc.'s plans moved +40.1% in assets from 2022 to 2024; this filing shows Petersen Hastings Investment Management, Inc. 401(k) Plan at $12M / 26 participants.

#3,643
in Finance & Insurance (8,549 peers)
+16.5%
assets growth YoY

Petersen Hastings Investment Management, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Petersen Hastings Investment Management, Inc. 401(k) Plan vs every filed plan by assets

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

$11,503,034 Top 41% higher than 59% 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

Petersen Hastings Investment Management, Inc. 401(k) 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. Petersen Hastings Investment Management, Inc. 401(k) Plan is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Petersen Hastings Investment Management, Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Petersen Hastings Investment Management, Inc. 401(k) Plan reported participants rose from 25 in the plan year 2023 filing to 26 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 911216229 · Petersen Hastings Investment Management, Inc. PY 2024 · 401(k)

Petersen Hastings Investment Management, Inc. 401(k) Plan · $12M · 26 · 59th

  • SCH $12M
  • SCH 26
  • SCH 59th
  • SCH 401(k)
  • SCH near Exadel 401(k) Plan
  • SCH ind #3643

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 Washington →

Petersen Hastings Investment Management, Inc. 401(k) Plan in the asset neighbourhood

Petersen Hastings Investment Management, Inc. 401(k) PlanPetersen Hastings Investment…$12MExadel 401(k) Plan$12MUtica Services, LLC 401(k) PlanUtica Services, LLC 401(k) P…$12MBode Cellmark Forensics, Inc. Retirement TrustBode Cellmark Forensics, Inc…$12MOlson Plumbing and Heating Co., Employee Profit Sharing PlanOlson Plumbing and Heating C…$12M
End-of-year total assets ($M) among Petersen Hastings Investment Management, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Petersen Hastings Investment Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Petersen Hastings Investment Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 40.125448633388054% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $8.21M $11.5M ▲ +40.1%
Year Plans Participants Total Assets
2022 1 24 $8M
2023 1 25 $10M
2024 1 26 $12M

Petersen Hastings Investment Management, Inc. filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN911216229
Plan Effective Date1967-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

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

Petersen Hastings Investment Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Petersen Hastings Investment Management, Inc. 401(k) Plan, Total assets ($B): 0.011503034 · Participants: 26Petersen Hastings Investment Management, Inc. 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Petersen Hastings Investment Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Petersen Hastings Investment Management, Inc. 401(k) Plan side-by-side with 3 peers →

Petersen Hastings Investment Management, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Exadel 401(k) Plan in CA ($12M); by covered participants it is Mika Digital Services, Inc. 401(k) Plan in TX (26 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (26 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 Petersen Hastings Investment Management, Inc. 401(k) Plan assets move in 2024? ▼
Petersen Hastings Investment Management, Inc. 401(k) Plan grew sharply - up 16.5% during 2024, from $10M to $12M. Reported net income was $2M.
How have Petersen Hastings Investment Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Petersen Hastings Investment Management, Inc.'s sponsor-wide assets grew 40.1%, from $8M to $12M.
Which 401(k) plans are similar in size to Petersen Hastings Investment Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Exadel 401(k) Plan in CA ($12M, 63 participants).
Which 401(k) plans cover a similar participant headcount to Petersen Hastings Investment Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mika Digital Services, Inc. 401(k) Plan in TX (26 participants, $2M 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 911216229.

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.