How big is Petersen Brothers, Inc.'s plan?

Petersen Brothers, Inc.'s plan reported $1.6M in assets and 14 participants for 2025.

Original filing (PDF)20260515073634NAL0009044897001

Petersen Brothers, Inc.

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

Form 5500-SF

FILING_RECEIVED

Petersen Brothers, Inc. Retirement Plan & Trust

401(k) retirement plan · Petersen Brothers, Inc.'s Petersen Brothers, Inc. Retirement Plan & Trust held $1.6M in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Megan Petri signed Petersen Brothers, Inc.'s 2025 Form 5500 as plan administrator.

Megan Petri — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Petersen Brothers, Inc.'s EIN is 91-0867329.

EIN 91-0867329

Plan number 001

Plan year 2025

ACK ID 20260515073634NAL0009044897001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Petersen Brothers, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PETERSEN BROTHERS, 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

Knocking points off