PETERSON HOLDING CO. INCENTIVE RETIREMENT PLAN
Plan Contact
- Address: 955 MARINA BLVD.,SAN LEANDRO,CA
- Contact person: ELIZABETH HAISLEY
- Phone: (510) 357-6200
Plan General Information
PETERSON HOLDING CO. INCENTIVE RETIREMENT PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of PETERSON HOLDING CO. INCENTIVE RETIREMENT PLAN is $260,061,322.00.This plan was established in 1977.
PETERSON HOLDING CO. INCENTIVE RETIREMENT PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in PETERSON HOLDING CO. INCENTIVE RETIREMENT PLAN is 2240
PETERSON HOLDING CO. INCENTIVE RETIREMENT PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for PETERSON HOLDING CO. INCENTIVE RETIREMENT PLAN is $116,098.00
PETERSON HOLDING CO. INCENTIVE RETIREMENT PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for PETERSON HOLDING CO. INCENTIVE RETIREMENT PLAN is $5,196.00.
PETERSON HOLDING CO. INCENTIVE RETIREMENT PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in PETERSON HOLDING CO. INCENTIVE RETIREMENT PLAN is approximately $1,364.00
Investing in this additonal $1,364.00 for 20 years would give you extra $87,356.00, assuming a 10% annual return.
Investing in this additonal $1,364.00 for 20 years would give you extra $87,356.00, assuming a 10% annual return.
PETERSON HOLDING CO. INCENTIVE RETIREMENT PLAN Total Employer Contribution and Match Rate
In 2023, PETERSON HOLDING CO. INCENTIVE RETIREMENT PLAN allocates $3,057,480.00 to match its employees' contributions, providing an employer match rate of 27.29% of their contributions
PETERSON HOLDING CO. INCENTIVE RETIREMENT PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of PETERSON HOLDING CO. INCENTIVE RETIREMENT PLAN is 12.14%.
PETERSON HOLDING CO. INCENTIVE RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for PETERSON HOLDING CO. INCENTIVE RETIREMENT PLAN is 13.33%. This measures the effectiveness of the plan participants' investments in the year.
PETERSON HOLDING CO. INCENTIVE RETIREMENT PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of PETERSON HOLDING CO. INCENTIVE RETIREMENT PLAN is 0.05%.
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