Peterson Holding 401(k) match, vesting and fees
What Peterson Holding's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Milliman | Schedule C ↗ |
| Independent auditor | Armanino, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 348 defined-contribution plans in wholesale trade with 1,000 to 4,999 participants.
| Peterson Holding: employer contribution per participant | $1,546 | |
| Peer median | $2,066 |
| Peterson Holding: average balance | $118,942 | |
| Peer median | $77,876 |
| Peterson Holding: admin expenses ÷ assets | 0.05% | |
| Peer median | 0.14% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $260M at the end of plan year 2021 to $296M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,705 | $296M | $3.8M | $1,546 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 2,518 | $260M | $3.1M | $1,318 | 0.05% | Not published | Form 5500 ↗ |
| 2022 | 2,240 | $232M | $2.9M | $1,409 | 0.04% | Not published | Form 5500 ↗ |
| 2021 | 2,207 | $260M | $2.5M | $1,222 | 0.04% | Not published | Form 5500 ↗ |
Other Peterson Holding plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Peterson Trucks, Inc. Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Milliman | Schedule C ↗ |
| Independent auditor | Armanino, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Peterson Holding match 401(k) contributions?
The match terms for the Peterson Holding Co. Incentive Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $3.8M in employer contributions, about $1,546 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Peterson Holding 401(k) match vested?
The vesting schedule for the Peterson Holding Co. Incentive Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Peterson Holding 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Milliman. The plan administrator is Peterson Holding Company.
I left Peterson Holding. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Peterson Holding Company, (510) 357-6200) or the recordkeeper, Milliman. The Peterson Holding old 401(k) page lists the contacts from every plan filing. Find an old Peterson Holding 401(k)
Data from the public Form 5500 annual reports Peterson Holding filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Peterson Holding. Not financial advice. Report a correction · Methodology