401(k) · DOL Form 5500 · 2023

Petiq, LLC 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size: 1,936
Participants Near avg headcount: 79th
Percentile by assets National rank: $15,451
Avg per participant Low balance/head

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Official DOL plan name: Petiq 401(k) Plan · Sponsored by Petiq, LLC · Idaho · Manufacturing

$30M in assets, 1,936 participants

Petiq, LLC's Petiq 401(k) Plan reported $30M in total assets and 1,936 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

#13,298 in Manufacturing (18,722 peers)

Coverage in Idaho

Petiq 401(k) Plan covers 1,936 participants in Idaho, 5.6x the typical Idaho plan (state average ~347 per filing). Assets: $30M.

#13,298
in Manufacturing (18,722 peers): +29.4%
assets growth YoY: 0.3×
vs typical plan assets (national mean)

Petiq 401(k) Plan's outsized position by total assets

Petiq 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$29,913,605 Top 21% higher than 79% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Petiq 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Petiq 401(k) Plan lands in the large band (1,936 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Petiq 401(k) Plan reported net income rose from $541K in the plan year 2022 filing to $7M in the plan year 2023 filing.
Petiq 401(k) Plan end-of-year assets rose from $23M in the plan year 2022 filing to $30M in the plan year 2023 filing.
Petiq 401(k) Plan reported participants fell from 2,086 in the plan year 2022 filing to 1,936 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 272951104 · Petiq, LLC PY 2023 · 401(k)

Petiq 401(k) Plan · $30M · 1,936 · 79th

ASSETS $30M
ASSETS 1,936
ASSETS 79th
ASSETS 401(k)
ASSETS near Heritage Insurance Holdings, Inc. Retirement Savings Plan
ASSETS ind #13298

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 Idaho →

End-of-year total assets ($M) among Petiq 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Idaho filing particulars

Total Assets (Beginning of Year)	$23M
Net Assets (End of Year)	$30M
Net Income	$7M
Employer EIN	272951104
Plan Effective Date	2016-08-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Petiq, LLC)

Latest sponsor-wide plan assets: $38M 65.50101473063071% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2,086	$23M
2023	1	1,936	$30M
2024	1	1,599	$38M

Nearby 401(k) Plans in Idaho

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

Petiq 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants

Micron Technology Inc. Retirement at Micron (Ram) Plan $3.2B · 9,865
Idaho National Laboratory Employee Investment Plan $2.3B · 6,419
Simplot Retirement Savings Plan $1.4B · 8,746
Idaho Power Company Employee Savings Plan $794M · 2,089
Boise Cascade Company Savings Plan $656M · 3,476

Compare Petiq 401(k) Plan side-by-side with 3 peers →

Petiq 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Idaho, the nearest 401(k) by assets is Heritage Insurance Holdings, Inc. Retirement Savings Plan in FL ($30M); by covered participants it is Bernhard, LLC 401(k) Plan in LA (1,936 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Heritage Insurance Holdings, Inc. Retirement Savings Plan (FL) $30M · 536
Storis 401(k) Plan (NJ) $30M · 147
Rock-It Cargo 401(k) Plan (PA) $30M · 229
Neal Communities 401(k) Plan (FL) $30M · 232

Similar participant headcount

Nearest other-state filings by covered participants (1,936 participants); asset peers above are excluded.

Bernhard, LLC 401(k) Plan (LA) 1,936 · 0 off
The Cavender Employee Capital Accumulation Plan (TX) 1,936 · 0 off
Thompson Construction Group, Inc. 401(k) Profit Sharing Plan (SC) 1,937 · 1 off
Day & Zimmermann 401(k) Plan for Contract Employees (PA) 1,937 · 1 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Petiq 401(k) Plan assets move in 2023? ▼

Petiq 401(k) Plan grew sharply - up 29.4% during 2023, from $23M to $30M. Reported net income was $7M.

How have Petiq, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Petiq, LLC's sponsor-wide assets grew 65.5%, from $23M to $38M.

Where does Petiq 401(k) Plan rank by assets among Form 5500 filers? ▼

Petiq 401(k) Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Petiq 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Heritage Insurance Holdings, Inc. Retirement Savings Plan in FL ($30M, 536 participants).

Which 401(k) plans cover a similar participant headcount to Petiq 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Bernhard, LLC 401(k) Plan in LA (1,936 participants, $115M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 272951104.