401(k) · DOL Form 5500 · 2024
Peterson Holding Company 401(k) Plan
Data updated 2026-08-11
- $296M
- Total assets
- 1,488
- Participants
- 96th
- Percentile by assets
- $198,636
- Avg per participant
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.
- 96th percentile by assets (of 123,622 plans)
- #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.
- $296M
- total plan assets (2024 EOY)
- 1,488
- covered participants
- 96th
- percentile by assets (of 123,622 plans)
- $198,636
- avg assets per participant
Where Peterson Holding Co. Incentive Retirement Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Peterson Holding Co. Incentive Retirement Plan reports 1,488 participants - 2.4x that state average ($296M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $260M |
|---|---|
| Net Assets (End of Year) | $296M |
| Net Income | $36M |
| Employer EIN | 942420293 |
| Plan Effective Date | 1977-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Peterson Holding Company)
| 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
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Peterson Holding Co. Incentive Retirement Plan by total assets, not by location.
- New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan (KY) $295M · 1,392
- Life Care Companies LLC Retirement and 401(k) Savings Plan (IA) $295M · 12,850
- I.B.E.W. Local Union 481 Defined Contribution Plan (IN) $296M · 2,994
- Lifestance Health 401(k) Plan (AZ) $295M · 9,008
Frequently Asked Questions
How did Peterson Holding Co. Incentive Retirement Plan assets move in 2024? ▼
How have Peterson Holding Company plan assets changed over time? ▼
Where does Peterson Holding Co. Incentive Retirement Plan rank by assets among Form 5500 filers? ▼
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Next read for Peterson Holding Co. Incentive Retiremen…
Filing takeaways
Ways to act on Peterson Holding Co. Incentive Retirement Plan's numbers.
- By total assets, Peterson Holding Co. Incentive Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Peterson Holding Company's sponsor-wide assets have grown 27.5% since 2022 across 3 plan years on file. More Wholesale Trade plans