ESOP · DOL Form 5500 · 2024

Peterson Brothers Construction Inc ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
329
Participants Below avg headcount
69th
Percentile by assets National rank
$57,088
Avg per participant Low balance/head
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Official DOL plan name: Peterson Brothers Construction, Inc. Employee Stock Ownership Plan · Sponsored by Peterson Brothers Construction Inc · California · Construction

$19M in assets, 329 participants

Peterson Brothers Construction Inc's Peterson Brothers Construction, Inc. Employee Stock Ownership Plan reported $19M in total assets and 329 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #6,129 in Construction (9,039 peers)

2024 asset change

Peterson Brothers Construction, Inc. Employee Stock Ownership Plan grew at a solid clip 11.0% in 2024 ($17M → $19M) for 329 participants.

#6,129
in Construction (9,039 peers)
+11.0%
assets growth YoY

Peterson Brothers Construction, Inc. Employee Stock Ownership Plan's outsized position by total assets

Peterson Brothers Construction, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$18,782,027 Top 31% higher than 69% 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 Brothers Construction, Inc. Employee Stock Ownership 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. Peterson Brothers Construction, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (329 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Peterson Brothers Construction, Inc. Employee Stock Ownership Plan reported net income rose from -$198K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Peterson Brothers Construction, Inc. Employee Stock Ownership Plan end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Peterson Brothers Construction, Inc. Employee Stock Ownership Plan reported participants fell from 334 in the plan year 2023 filing to 329 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 330081771 · Peterson Brothers Construction Inc PY 2024 · ESOP

Peterson Brothers Construction, Inc. Employee Stock Ownership Plan · $19M · 329 · 69th

  • SCH $19M
  • EBSA 329
  • PART 69th
  • TYPE ESOP
  • NET near Minnesota Ag Group, Inc. Employee Stock Ownership Plan
  • BOOK ind #6129

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 California →

Peterson Brothers Construction, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Kta-Tator Inc, Employee Stock Ownership PlanKta-Tator Inc, Employee Stoc…$19MPeterson Brothers Construction, Inc. Employee Stock Ownership PlanPeterson Brothers Constructi…$19MMinnesota Ag Group, Inc. Employee Stock Ownership PlanMinnesota Ag Group, Inc. Emp…$19MHamill Manufacturing Company Employee Stock Ownership PlanHamill Manufacturing Company…$19MPeerless Holdings, Inc. Employee Stock Ownership PlanPeerless Holdings, Inc. Empl…$19M
End-of-year total assets ($M) among Peterson Brothers Construction, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Peterson Brothers Construction Inc years around the 2024 move

Sponsor-wide plan assets over time

All Peterson Brothers Construction Inc plans reported in each filing year

Latest sponsor-wide plan assets
$19M 9.727156474076953% vs 2022
2024 filing year
$16M$17M$18M$19M 202220232024 $17.1M $18.8M ▲ +9.7%
Year Plans Participants Total Assets
2022 1 346 $17M
2023 1 334 $17M
2024 1 329 $19M

2024 asset-move particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN330081771
Plan Effective Date2005-02-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Peterson Brothers Construction, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Peterson Brothers Construction, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.018782027 · Participants: 329Peterson Brothers Construction, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Peterson Brothers Construction, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Peterson Brothers Construction, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Peterson Brothers Construction, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Minnesota Ag Group, Inc. Employee Stock Ownership Plan in MN ($19M); by covered participants it is Port Amherst, Ltd. Employee Stock Ownership Plan in WV (329 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (329 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 Brothers Construction, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Peterson Brothers Construction, Inc. Employee Stock Ownership Plan grew at a solid clip - up 11.0% during 2024, from $17M to $19M. Reported net income was $2M.
How have Peterson Brothers Construction Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peterson Brothers Construction Inc's sponsor-wide assets grew 9.7%, from $17M to $19M.
Which ESOP plans are similar in size to Peterson Brothers Construction, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Minnesota Ag Group, Inc. Employee Stock Ownership Plan in MN ($19M, 89 participants).
Which ESOP plans cover a similar participant headcount to Peterson Brothers Construction, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Port Amherst, Ltd. Employee Stock Ownership Plan in WV (329 participants, $53M 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 330081771.

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.