How big is Peterman Associates, Inc.'s plan?

Peterman Associates, Inc.'s plan reported $7.1M in assets and 13 participants for 2025.

Original filing (PDF)20260506081502NAL0002128160001

Peterman Associates, Inc.

Name: Peterman Associates, Inc. — Peterman Associates, Form 5500 (2025)
Creator: Peterman Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peterman Associates, Inc. Profit Sharing Plan

401(k) retirement plan · Peterman Associates, Inc.'s Peterman Associates, Inc. Profit Sharing Plan held $7.1M in plan assets for 13 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.1M

Net assets (EOY)

$7.1M

Plan identifiers

Peterman Associates, Inc.'s EIN is 34-1296225.

EIN 34-1296225

Plan number 001

Plan year 2025

ACK ID 20260506081502NAL0002128160001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Peterman Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Peterman Associates, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PETERMAN ASSOCIATES, INC..

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score