401(k) · DOL Form 5500 · 2024

Peterson Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
125
Participants Small participant base
53rd
Percentile by assets National rank
$69,612
Avg per participant Below avg balance/head
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Official DOL plan name: Peterson Enterprises, Inc. 401(k) Savings Plan and Trust · Sponsored by Peterson Enterprises, Inc. · Missouri · Manufacturing

$9M in assets, 125 participants

Peterson Enterprises, Inc.'s Peterson Enterprises, Inc. 401(k) Savings Plan and Trust reported $9M in total assets and 125 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #6,712 in Manufacturing (17,777 peers)

Coverage in Missouri

Peterson Enterprises, Inc. 401(k) Savings Plan and Trust covers 125 participants in Missouri, about 17% of the average Missouri filer (state average ~737 per filing). Assets: $9M.

#6,712
in Manufacturing (17,777 peers)
+27.5%
assets growth YoY

Peterson Enterprises, Inc. 401(k) Savings Plan and Trust's mid-pack asset rank among Manufacturing and all filers

Peterson Enterprises, Inc. 401(k) Savings Plan and Trust vs every filed plan by assets

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

$8,701,449 Top 47% higher than 53% 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 Enterprises, Inc. 401(k) Savings Plan and Trust 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. Peterson Enterprises, Inc. 401(k) Savings Plan and Trust sits mid-pack in the medium band (125 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Peterson Enterprises, Inc. 401(k) Savings Plan and Trust reported net income rose from $533K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Peterson Enterprises, Inc. 401(k) Savings Plan and Trust end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Peterson Enterprises, Inc. 401(k) Savings Plan and Trust reported participants rose from 123 in the plan year 2023 filing to 125 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 208670746 · Peterson Enterprises, Inc. PY 2024 · 401(k)

Peterson Enterprises, Inc. 401(k) Savings Plan and Trust · $9M · 125 · 53rd

  • TYPE $9M
  • NET 125
  • BOOK 53rd
  • VS-ST 401(k)
  • BOY near Ncheng LLP Certified Public Ac 401(k) Profit Sharing Plan & Trust
  • SCH ind #6712

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 Manufacturing retirement plans → · Plans in Missouri →

Peterson Enterprises, Inc. 401(k) Savings Plan and Trust in the asset neighbourhood

Peterson Enterprises, Inc. 401(k) Savings Plan and TrustPeterson Enterprises, Inc. 4…$9MNcheng LLP Certified Public Ac 401(k) Profit Sharing Plan & TrustNcheng LLP Certified Public …$9MJay Franco & Sons, Inc. Profit Sharing PlanJay Franco & Sons, Inc. Prof…$9MArbor Biotechnologies 401(k) PlanArbor Biotechnologies 401(k)…$9MHomewerks Worldwide LLC 401(k)Homewerks Worldwide LLC 401(…$9M
End-of-year total assets ($M) among Peterson Enterprises, Inc. 401(k) Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Missouri filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN208670746
Plan Effective Date1961-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Peterson Enterprises, Inc.)

Sponsor-wide plan assets over time

All Peterson Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 38.29477246987345% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.29M $8.7M ▲ +38.3%
Year Plans Participants Total Assets
2022 1 105 $6M
2023 1 123 $7M
2024 1 125 $9M

Nearby 401(k) Plans in Missouri

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

Peterson Enterprises, Inc. 401(k) Savings Plan and Trust vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Peterson Enterprises, Inc. 401(k) Savings Plan and Trust, Total assets ($B): 0.008701449 · Participants: 125Peterson Enterprises, Inc. 401(k) Savings Plan and TrustEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 12.368282167 · Participants: 47254Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.811159993 · Participants: 19357Bayer Corporation Savings and Retirement PlanEmerson Savings Plan, Total assets ($B): 7.357409447 · Participants: 8315Emerson Savings PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 6.521110634 · Participants: 72024Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.716699086 · Participants: 53760Centene Management Corporation Retirement Plan
Peterson Enterprises, Inc. 401(k) Savings Plan and Trust vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Peterson Enterprises, Inc. 401(k) Savings Plan and Trust side-by-side with 3 peers →

Peterson Enterprises, Inc. 401(k) Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Ncheng LLP Certified Public Ac 401(k) Profit Sharing Plan & Trust in NY ($9M); by covered participants it is Portland Forge Interim Manufacturing Plan in IN (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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 Enterprises, Inc. 401(k) Savings Plan and Trust assets move in 2024? ▼
Peterson Enterprises, Inc. 401(k) Savings Plan and Trust grew sharply - up 27.5% during 2024, from $7M to $9M. Reported net income was $2M.
How have Peterson Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peterson Enterprises, Inc.'s sponsor-wide assets grew 38.3%, from $6M to $9M.
Which 401(k) plans are similar in size to Peterson Enterprises, Inc. 401(k) Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ncheng LLP Certified Public Ac 401(k) Profit Sharing Plan & Trust in NY ($9M, 87 participants).
Which 401(k) plans cover a similar participant headcount to Peterson Enterprises, Inc. 401(k) Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Portland Forge Interim Manufacturing Plan in IN (125 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 208670746.

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.