How big is Peterson Wealth Management, LLC's plan?

Peterson Wealth Management, LLC's plan reported $1.8M in assets and 7 participants for 2024.

Original filing (PDF)20250930132142NAL0011716113001

Peterson Wealth Management, LLC

Name: Peterson Wealth Management, LLC — Peterson Wealth, Form 5500 (2024)
Creator: Peterson Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peterson Wealth Management, LLC Cash Balance Plan

Defined-benefit pension plan · Peterson Wealth Management, LLC's Peterson Wealth Management, LLC Cash Balance Plan held $1.8M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Peterson Wealth Management, LLC's EIN is 20-1860575.

EIN 20-1860575

Plan number 002

Plan year 2024

ACK ID 20250930132142NAL0011716113001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Peterson Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Peterson Wealth Management, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PETERSON WEALTH MANAGEMENT, LLC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score