ESOP · DOL Form 5500 · 2024

Petersen, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
584
Participants Below avg headcount
28th
Percentile by assets National rank
$2,993
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Petersen, Inc. Frozen Capital Accumulation Plan · Sponsored by Petersen, Inc. · Utah · Manufacturing

$2M in assets, 584 participants

Petersen, Inc.'s Petersen, Inc. Frozen Capital Accumulation Plan reported $2M in total assets and 584 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,300 in Manufacturing (17,777 peers)

Petersen, Inc. multi-year trail

Petersen, Inc.'s plans moved -96.8% in assets from 2022 to 2024; this filing shows Petersen, Inc. Frozen Capital Accumulation Plan at $2M / 584 participants.

#2,300
in Manufacturing (17,777 peers)
-84.5%
assets change YoY

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Petersen, Inc. Frozen Capital Accumulation Plan among the smaller filed plans by assets

Petersen, Inc. Frozen Capital Accumulation Plan vs every filed plan by assets

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

$1,747,660 28th percentile higher than 28% 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, Inc. Frozen Capital Accumulation 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. Petersen, Inc. Frozen Capital Accumulation Plan sits mid-pack in the medium band (584 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Petersen, Inc. Frozen Capital Accumulation Plan end-of-year assets fell from $11M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Petersen, Inc. Frozen Capital Accumulation Plan reported net income fell from -$6M in the plan year 2023 filing to -$9M in the plan year 2024 filing.
  • Petersen, Inc. Frozen Capital Accumulation Plan reported participants rose from 534 in the plan year 2023 filing to 584 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 870354727 · Petersen, Inc. PY 2024 · ESOP

Petersen, Inc. Frozen Capital Accumulation Plan · $2M · 584 · 28th

  • VS-ST $2M
  • BOY 584
  • SCH 28th
  • EBSA ESOP
  • PART near Universal Oil, Inc. Employee Stock Ownership Plan
  • TYPE ind #2300

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 What is an ESOP? → · Plans in Utah →

Petersen, Inc. Frozen Capital Accumulation Plan in the asset neighbourhood

Petersen, Inc. Frozen Capital Accumulation PlanPetersen, Inc. Frozen Capita…$2MUniversal Oil, Inc. Employee Stock Ownership PlanUniversal Oil, Inc. Employee…$2MShare Corporation Employee Stock Ownership TrustShare Corporation Employee S…$2MEagle Savings Bank Employee Stock Ownership PlanEagle Savings Bank Employee …$2MVenturity Employee Stock Ownership PlanVenturity Employee Stock Own…$2M
End-of-year total assets ($M) among Petersen, Inc. Frozen Capital Accumulation Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Petersen, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Petersen, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 96.78916658345598% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $54.4M $1.75M ▼ -96.8%
Year Plans Participants Total Assets
2022 2 1,071 $54M
2023 2 1,073 $11M
2024 1 584 $2M

Petersen, Inc. filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$2M
Net Income-$9M
Employer EIN870354727
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Utah

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

Petersen, Inc. Frozen Capital Accumulation Plan vs. nearby ESOP plans in Utah, assets vs. participants Scatter plot of 6 data points. -20002004006008001000 -50050100150200 Total assets ($M) Participants Petersen, Inc. Frozen Capital Accumulation Plan, Total assets ($M): 1.74766 · Participants: 584Petersen, Inc. Frozen Capital Accumulation PlanWhitaker Construction Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 185.484245 · Participants: 772Whitaker Construction Co., Inc. Employee Stock Ownership PlanRocky Mountain Atv, Inc. Employee Stock Ownership Plan, Total assets ($M): 119.773571 · Participants: 495Rocky Mountain Atv, Inc. Employee Stock Ownership PlanJacobsen Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 119.739328 · Participants: 605Jacobsen Construction Company, Inc. Employee Stock Ownership PlanFj Management Inc. Employee Stock Ownership Plan, Total assets ($M): 93.831351 · Participants: 28Fj Management Inc. Employee Stock Ownership PlanKenny Seng Construction Employee Stock Ownership Plan, Total assets ($M): 73.805536 · Participants: 170Kenny Seng Construction Employee Stock Ownership Plan
Petersen, Inc. Frozen Capital Accumulation Plan vs. nearby ESOP plans in Utah, assets vs. participants
Compare Petersen, Inc. Frozen Capital Accumulation Plan side-by-side with 3 peers →

Petersen, Inc. Frozen Capital Accumulation Plan's out-of-state ESOP peers by assets and headcount

Outside Utah, the nearest ESOP by assets is Universal Oil, Inc. Employee Stock Ownership Plan in OH ($2M); by covered participants it is Midwestone Financial Group, Inc. Employee Stock Ownership Plan and Trust in IA (585 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (584 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, Inc. Frozen Capital Accumulation Plan assets move in 2024? ▼
Petersen, Inc. Frozen Capital Accumulation Plan contracted severely - down 84.5% during 2024, from $11M to $2M. Reported net income was -$9M.
How have Petersen, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Petersen, Inc.'s sponsor-wide assets declined 96.8%, from $54M to $2M.
Which ESOP plans are similar in size to Petersen, Inc. Frozen Capital Accumulation Plan? ▼
Among ESOP plans in other states, the closest by assets is Universal Oil, Inc. Employee Stock Ownership Plan in OH ($2M, 26 participants).
Which ESOP plans cover a similar participant headcount to Petersen, Inc. Frozen Capital Accumulation Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Midwestone Financial Group, Inc. Employee Stock Ownership Plan and Trust in IA (585 participants, $13M 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 870354727.

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.