401(k) · DOL Form 5500 · 2024

Petersen Health Care Management, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3,053
Participants Above avg headcount
31st
Percentile by assets National rank
$762
Avg per participant Low balance/head
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Official DOL plan name: Petersen Health Care, Inc. 401(k) Plan · Sponsored by Petersen Health Care Management, LLC · Illinois · Healthcare & Social Assistance

$2M in assets, 3,053 participants

Petersen Health Care Management, LLC's Petersen Health Care, Inc. 401(k) Plan reported $2M in total assets and 3,053 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,050 in Healthcare & Social Assistance (16,916 peers)

Coverage in Illinois

Petersen Health Care, Inc. 401(k) Plan covers 3,053 participants in Illinois, 3.9x the typical Illinois plan (state average ~779 per filing). Assets: $2M.

#5,050
in Healthcare & Social Assistance (16,916 peers)
-62.8%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Petersen Health Care, Inc. 401(k) Plan among the smaller filed plans by assets

Petersen Health Care, Inc. 401(k) Plan vs every filed plan by assets

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

$2,325,430 31st percentile higher than 31% 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 Health Care, Inc. 401(k) 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. Petersen Health Care, Inc. 401(k) Plan lands in the large band (3,053 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Petersen Health Care, Inc. 401(k) Plan reported net income fell from -$733K in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • Petersen Health Care, Inc. 401(k) Plan end-of-year assets fell from $6M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Petersen Health Care, Inc. 401(k) Plan reported participants rose from 2,379 in the plan year 2023 filing to 3,053 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 364719578 · Petersen Health Care Management, LLC PY 2024 · 401(k)

Petersen Health Care, Inc. 401(k) Plan · $2M · 3,053 · 31st

  • PHOTO $2M
  • IND 3,053
  • EOY 31st
  • 5500 401(k)
  • ASSETS near Theory Wellness Inc., 401(k) Profit Sharing Plan
  • PCT ind #5050

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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →

Petersen Health Care, Inc. 401(k) Plan in the asset neighbourhood

Petersen Health Care, Inc. 401(k) PlanPetersen Health Care, Inc. 4…$2MTheory Wellness Inc., 401(k) Profit Sharing PlanTheory Wellness Inc., 401(k)…$2MHigh Wave Music, Inc. 401(k) Profit Sharing PlanHigh Wave Music, Inc. 401(k)…$2MPalladian Management Company Retirement PlanPalladian Management Company…$2M401(k) Profit Sharing Plan for Employees of Greater Opportunities of the Permian Basin, Inc.401(k) Profit Sharing Plan f…$2M
End-of-year total assets ($M) among Petersen Health Care, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$2M
Net Income-$4M
Employer EIN364719578
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Petersen Health Care Management, LLC)

Sponsor-wide plan assets over time

All Petersen Health Care Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 66.67662123010317% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $6.98M $2.33M ▼ -66.6%
Year Plans Participants Total Assets
2022 1 2,329 $7M
2023 1 2,379 $6M
2024 1 3,053 $2M

Nearby 401(k) Plans in Illinois

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

Petersen Health Care, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Petersen Health Care, Inc. 401(k) Plan, Total assets ($B): 0.00232543 · Participants: 3053Petersen Health Care, Inc. 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Petersen Health Care, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Petersen Health Care, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Theory Wellness Inc., 401(k) Profit Sharing Plan in MA ($2M); by covered participants it is Emcor Facilities Services, Inc. Field Employees' 401(k) Plan in CT (3,053 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,053 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 Health Care, Inc. 401(k) Plan assets move in 2024? ▼
Petersen Health Care, Inc. 401(k) Plan contracted severely - down 62.8% during 2024, from $6M to $2M. Reported net income was -$4M.
How have Petersen Health Care Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Petersen Health Care Management, LLC's sponsor-wide assets declined 66.7%, from $7M to $2M.
Which 401(k) plans are similar in size to Petersen Health Care, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Theory Wellness Inc., 401(k) Profit Sharing Plan in MA ($2M, 213 participants).
Which 401(k) plans cover a similar participant headcount to Petersen Health Care, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Emcor Facilities Services, Inc. Field Employees' 401(k) Plan in CT (3,053 participants, $39M 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 364719578.

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.