401(k) · DOL Form 5500 · 2024

R.H. Peterson Co. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
204
Participants Below avg headcount
71st
Percentile by assets National rank
$103,750
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: R.H. Peterson Co. 401(k) Retirement Plan · Sponsored by R.H. Peterson Co. · California · Administrative & Support Services

$21M in assets, 204 participants

R.H. Peterson Co.'s R.H. Peterson Co. 401(k) Retirement Plan reported $21M in total assets and 204 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #3,713 in Administrative & Support Services (4,368 peers)

Coverage in California

R.H. Peterson Co. 401(k) Retirement Plan covers 204 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $21M.

#3,713
in Administrative & Support Services (4,368 peers)
+13.8%
assets growth YoY

R.H. Peterson Co. 401(k) Retirement Plan's outsized position by total assets

R.H. Peterson Co. 401(k) Retirement Plan vs every filed plan by assets

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

$21,165,003 Top 29% higher than 71% 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

R.H. Peterson Co. 401(k) Retirement 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. R.H. Peterson Co. 401(k) Retirement Plan sits mid-pack in the medium band (204 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • R.H. Peterson Co. 401(k) Retirement Plan reported participants fell from 241 in the plan year 2023 filing to 204 in the plan year 2024 filing.
  • R.H. Peterson Co. 401(k) Retirement Plan end-of-year assets rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • R.H. Peterson Co. 401(k) Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 953137229 · R.H. Peterson Co. PY 2024 · 401(k)

R.H. Peterson Co. 401(k) Retirement Plan · $21M · 204 · 71st

  • PHOTO $21M
  • PHOTO 204
  • PHOTO 71st
  • PHOTO 401(k)
  • PHOTO near N.R.F. Distributors Retirement Savings Plan
  • PHOTO ind #3713

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 Administrative & Support Services retirement plans → · Plans in California →

R.H. Peterson Co. 401(k) Retirement Plan in the asset neighbourhood

R.H. Peterson Co. 401(k) Retirement PlanR.H. Peterson Co. 401(k) Ret…$21MN.R.F. Distributors Retirement Savings PlanN.R.F. Distributors Retireme…$21MHead Start for Kent County 401(k) Retirement PlanHead Start for Kent County 4…$21MWebb-Stiles Company 401(k) Profit Sharing PlanWebb-Stiles Company 401(k) P…$21MGemini Industries Inc Profit Sharing PlanGemini Industries Inc Profit…$21M
End-of-year total assets ($M) among R.H. Peterson Co. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN953137229
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (R.H. Peterson Co.)

Sponsor-wide plan assets over time

All R.H. Peterson Co. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 30.867887386977678% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $16.2M $21.2M ▲ +30.9%
Year Plans Participants Total Assets
2022 1 258 $16M
2023 1 241 $19M
2024 1 204 $21M

Nearby 401(k) Plans in California

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

R.H. Peterson Co. 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants R.H. Peterson Co. 401(k) Retirement Plan, Total assets ($B): 0.021165003 · Participants: 204R.H. Peterson Co. 401(k) 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
R.H. Peterson Co. 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare R.H. Peterson Co. 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is N.R.F. Distributors Retirement Savings Plan in ME ($21M); by covered participants it is S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan in VA (204 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (204 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 R.H. Peterson Co. 401(k) Retirement Plan assets move in 2024? ▼
R.H. Peterson Co. 401(k) Retirement Plan grew at a solid clip - up 13.8% during 2024, from $19M to $21M. Reported net income was $3M.
How have R.H. Peterson Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R.H. Peterson Co.'s sponsor-wide assets grew 30.9%, from $16M to $21M.
Which 401(k) plans are similar in size to R.H. Peterson Co. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is N.R.F. Distributors Retirement Savings Plan in ME ($21M, 308 participants).
Which 401(k) plans cover a similar participant headcount to R.H. Peterson Co. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan in VA (204 participants, $41M 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 953137229.

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.