Other
2024 plan-year Other DOL Form 5500

Peterson Spring Corporation Consolidated UAW Retirement Income Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Peterson American Corporation · Michigan · Manufacturing

What the 2023 filing shows

Peterson Spring Corporation Consolidated UAW Retirement Income Plan holds $2M for 50 participants — about $40,340 per participant, down 23.4% over the 2024 plan year.

$2M
total plan assets (2024 EOY)
50
covered participants
$40,340
avg assets per participant
-23.4%
assets change YoY

The plan reported a net loss of $626K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$2M
Participants
50
State
Industry
Manufacturing

What the Filing Says About Peterson Spring Corporation Consolidated UAW Retirement Income Plan

Peterson Spring Corporation Consolidated UAW Retirement Income Plan is a Other retirement plan sponsored by Peterson American Corporation, headquartered in Michigan. As of the 2024 Form 5500 filing, the plan reports $2M in total end-of-year assets and covers 50 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 340909874, and the plan has been effective since 1991-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $3M at the beginning of 2024 to $2M at year-end — a decline of 23.4%. Net assets (after liabilities) closed the year at $2M, with reported net income of $-626,095 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$3M
Total Assets (End of Year)$2M
Net Assets (End of Year)$2M
Net Income$-626,095
Plan TypeOther
Employer EIN340909874
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Peterson American Corporation)

Year Plans Participants Total Assets
2022 2 313 $20M
2023 2 251 $20M
2024 1 50 $2M

Nearby Other Plans in Michigan

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Peterson Spring Corporation Consolidated UAW Retirement Income Plan?
As of the 2024 Form 5500 filing, Peterson Spring Corporation Consolidated UAW Retirement Income Plan holds $2M in total assets with 50 participants. It is sponsored by Peterson American Corporation.
What type of plan is Peterson Spring Corporation Consolidated UAW Retirement Income Plan?
Peterson Spring Corporation Consolidated UAW Retirement Income Plan is a Other plan. It has been effective since 1991-01-01. The plan is filed with the U.S. Department of Labor under EIN 340909874.
Who sponsors the Peterson Spring Corporation Consolidated UAW Retirement Income Plan?
Peterson Spring Corporation Consolidated UAW Retirement Income Plan is sponsored by Peterson American Corporation, located in Michigan. The sponsor's EIN is 340909874 and the plan operates in the Manufacturing industry.
How did Peterson Spring Corporation Consolidated UAW Retirement Income Plan perform in 2024?
Peterson Spring Corporation Consolidated UAW Retirement Income Plan declined by 23.4% during 2024, moving from $3M to $2M in total assets. Net income was $-626,095.
Where can I find official filings for Peterson Spring Corporation Consolidated UAW Retirement Income Plan?
Official Form 5500 filings for Peterson Spring Corporation Consolidated UAW Retirement Income Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 340909874 or plan name at efast.dol.gov.
How does Peterson Spring Corporation Consolidated UAW Retirement Income Plan compare to other plans?
You can compare Peterson Spring Corporation Consolidated UAW Retirement Income Plan against other Other plans on the plan type page, or view plans in Michigan on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 340909874.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.