401(k) · DOL Form 5500 · 2024

Peterson Holding Company 401(k) Plan

Data updated 2026-08-25

$296M
Total assets Near avg plan size
1,488
Participants Near avg headcount
96th
Percentile by assets National rank
$198,636
Avg per participant Above avg balance/head
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Official DOL plan name: Peterson Holding Co. Incentive Retirement Plan · Sponsored by Peterson Holding Company · California · Wholesale Trade

$296M in assets, 1,488 participants

Peterson Holding Company's Peterson Holding Co. Incentive Retirement Plan reported $296M in total assets and 1,488 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #5,896 in Wholesale Trade (6,080 peers)

Coverage in California

Peterson Holding Co. Incentive Retirement Plan covers 1,488 participants in California, 2.4x the typical California plan (state average ~630 per filing). Assets: $296M.

#5,896
in Wholesale Trade (6,080 peers)
+13.7%
assets growth YoY
3.0×
vs typical plan assets (national mean)

Peterson Holding Co. Incentive Retirement Plan's outsized position by total assets

Peterson Holding Co. Incentive Retirement Plan vs every filed plan by assets

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

$295,570,079 Top 4% higher than 96% 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

Peterson Holding Co. Incentive Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Peterson Holding Co. Incentive Retirement Plan lands in the large band (1,488 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Peterson Holding Co. Incentive Retirement Plan reported net income rose from $28M in the plan year 2023 filing to $36M in the plan year 2024 filing.
  • Peterson Holding Co. Incentive Retirement Plan reported participants rose from 1,286 in the plan year 2023 filing to 1,488 in the plan year 2024 filing.
  • Peterson Holding Co. Incentive Retirement Plan end-of-year assets rose from $260M in the plan year 2023 filing to $296M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 942420293 · Peterson Holding Company PY 2024 · 401(k)

Peterson Holding Co. Incentive Retirement Plan · $296M · 1,488 · 96th

  • SCH $296M
  • EBSA 1,488
  • PART 96th
  • TYPE 401(k)
  • NET near New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan
  • BOOK ind #5896

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 Wholesale Trade retirement plans → · Plans in California →

Peterson Holding Co. Incentive Retirement Plan in the asset neighbourhood

I.B.E.W. Local Union 481 Defined Contribution PlanI.B.E.W. Local Union 481 Def…$296MPeterson Holding Co. Incentive Retirement PlanPeterson Holding Co. Incenti…$296MNew Lexington Clinic, P.S.C. Savings and Profit Sharing PlanNew Lexington Clinic, P.S.C.…$295MLife Care Companies LLC Retirement and 401(k) Savings PlanLife Care Companies LLC Reti…$295MLifestance Health 401(k) Plan$295M
End-of-year total assets ($M) among Peterson Holding Co. Incentive Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$260M
Net Assets (End of Year)$296M
Net Income$36M
Employer EIN942420293
Plan Effective Date1977-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Peterson Holding Company)

Sponsor-wide plan assets over time

All Peterson Holding Company plans reported in each filing year

Latest sponsor-wide plan assets
$302M 27.472542138156175% vs 2022
2024 filing year
$220M$240M$260M$280M$300M$320M 202220232024 $237M $302M ▲ +27.5%
Year Plans Participants Total Assets
2022 2 1,406 $237M
2023 2 1,372 $265M
2024 2 1,576 $302M

Nearby 401(k) Plans in California

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

Peterson Holding Co. Incentive Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Peterson Holding Co. Incentive Retirement Plan, Total assets ($B): 0.295570079 · Participants: 1488Peterson Holding Co. Incentive Retirement PlanGoogle 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
Peterson Holding Co. Incentive Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Peterson Holding Co. Incentive Retirement Plan side-by-side with 3 peers →

Peterson Holding Co. Incentive Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan in KY ($295M); by covered participants it is Greater Omaha Packing Co., Inc. 401(k) Savings Plan in NE (1,488 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,488 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 Peterson Holding Co. Incentive Retirement Plan assets move in 2024? ▼
Peterson Holding Co. Incentive Retirement Plan grew at a solid clip - up 13.7% during 2024, from $260M to $296M. Reported net income was $36M.
How have Peterson Holding Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peterson Holding Company's sponsor-wide assets grew 27.5%, from $237M to $302M.
Where does Peterson Holding Co. Incentive Retirement Plan rank by assets among Form 5500 filers? ▼
Peterson Holding Co. Incentive Retirement Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Peterson Holding Co. Incentive Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan in KY ($295M, 1,392 participants).
Which 401(k) plans cover a similar participant headcount to Peterson Holding Co. Incentive Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greater Omaha Packing Co., Inc. 401(k) Savings Plan in NE (1,488 participants, $43M 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 942420293.

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.