Peterson Holding Co. 401(k) Plan: Login, Facts & Contact Information

Peterson Holding Co. 401(k) Plan Facts

Plan name
PETERSON HOLDING CO. INCENTIVE RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
PETERSON HOLDING COMPANY
Participants
2,518 (1,599 active employees)
Former employees with a balance
912
Plan assets
$295,570,079 at Dec 31, 2024
Average account balance
$118,942 across 2,485 accounts
Employer contributions
$3,841,237 in plan year 2024 (23% of all contributions)
Recordkeeper
Milliman
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jul 1, 1977
✓ Employer contributions— Automatic enrollment— Default investment for undecided participants— Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 8, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $17.0 million went into the plan in contributions, $3.84 million of it from the employer (23%).
  • $17.3 million was paid out to participants.
  • Investment and other income added $35.9 million.
  • Administrative expenses were $151,138, about $61 per account.

How the Peterson Holding Co. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20192,008$207.4 million$2.21 million$8.09 million
20201,701$219.5 million$1.85 million$16.1 million
20212,072$260.0 million$2.45 million$14.9 million
20222,207$231.9 million$2.91 million$15.2 million
20232,240$260.1 million$3.06 million$18.1 million
20242,518$295.6 million$3.84 million$17.3 million

Peterson Holding Co. 401(k) Contact Information

Phone
510-357-6200
Mailing address
955 MARINA BLVD., SAN LEANDRO CA 94577
Plan sponsor
PETERSON HOLDING COMPANY
Employer identification number (EIN)
94-2420293
Plan number
001

Questions about the Peterson Holding Co. 401(k)

Does Peterson Holding Co contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $3.84 million, 23% of all contributions.

Does the Peterson Holding Co 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Peterson Holding Co 401(k) plan?

2,518 participants at the start of plan year 2024, 1,599 of them active employees, and 912 former employees who still had money in the plan.

What is the average 401(k) balance at Peterson Holding Co?

About $118,942 per account: $295.6 million in plan assets across 2,485 accounts with a balance at the end of plan year 2024.

Who manages the Peterson Holding Co 401(k) accounts?

Milliman is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Peterson Holding Co. How do I access my 401(k)?

Your account stays with Milliman after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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