Plan Ledger DOL Form 5500 · updated monthly

Peterson Brothers Construction IncESOP

PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN · ANAHEIM, CA · plan year 2024

Employer contribution per participant · 2024
$3,098

Peterson Brothers Construction Inc's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $18,782,027 across 511 participant accounts, with employer contributions averaging $3,098 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 3,800th-largest of 9,483 plans among California employers on file, and the 2,122nd of 5,337 in construction.

Plan summary
Net assets, end of year$18,782,027
Participants with balances511
Active participants294
Employer contributions$910,871
Employee contributions—
Employer contribution per active participant$3,098
Average account balance$36,755
Benefits paid to participants$910,871
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.8M · 511 accts · $911K emplr
2023$16.9M · 504 accts · $1.1M emplr
2022$17.1M · 509 accts · $1.2M emplr
Employer contributions to the Peterson Brothers Construction Inc plan · 2024
Employer contribution per active participant$3,098
Median for plans this size$2,416
2024$3,098 per active participant
2023$3,850 per active participant
2022$4,097 per active participant

Peterson Brothers Construction Inc's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Administrative cost history3
2024Not separately reported
2023Not separately reported
2022$35 · 0.00%
Same employer
Similar plansConstruction · California
Cass Construction, Inc. CA$19.2M · 0.69%
Centric Construction, Inc. CA$18.6M · 0.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330081771 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.