PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. PETERSON MANUFACTURING COMPANY
Sponsor portfolio

PETERSON MANUFACTURING COMPANY

EIN 44-0607507-automotive-Latest filing 2024
Plans
4
Retirement
3
$50.6M assets
Welfare
1
$957K premiums
Participants
1,777
4200 E 135TH ST - GRANDVIEW, MO 640302875816-765-2000pmlights.comLinkedIn501-1000 employeesautomotive
Plans on this EIN
4 filings
#001ProfitSharing-$31.6M - 364 part#003ProfitSharing-$13.7M - 143 part#010401k-$5.3M - 692 part#501Mixed-$957K - 895 lives

Retirement portfolio analytics

3 plans aggregated / $50.6M assets / 1,199 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • PROFIT SHARING PLAN (#001)62%
  • PLAN AND TRUST (#003)27%
  • AND AFFILIATES 401(K) (#010)10%
Total $50.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
90%top
  • AMERICAN UNITED LIFE INSURANCE CO90%
  • (Not disclosed)10%
Total $50.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND AFFILIATES 401(K) (#010)692
  • PROFIT SHARING PLAN (#001)364
  • PLAN AND TRUST (#003)143
Total 1,199Click row to drill in

Benefits portfolio analytics

1 plan / $957K premiums / 895 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$535K
  • Life$371K
  • Short-term disability$371K
  • Long-term disability$371K
  • Vision$51K
Total $957K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • HCC LIFE INSURANCE COMPANY56%
  • RELIASTAR LIFE INSURANCE COMPANY39%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY5%
Total $957K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $112K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PETERSON MANUFACTURING COMPANY PROFIT SHARING PLAN

ProfitSharing

Assets$31.6M
Participants364
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

MISSION PLASTICS NORTH DIVISION OF PETERSON MANUFACTURING COMPANY PROFIT SHARING PLAN AND TRUST

ProfitSharing

Assets$13.7M
Participants143
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#010

PETERSON MANUFACTURING COMPANY AND AFFILIATES 401(K) PLAN

401k

Assets$5.3M
Participants692
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PETERSON MANUFACTURING COMPANY AND AFFILIATES EMPLOYEE HEALTH CARE PLAN

Mixed - TOKIO MARINE

Premiums$957K
Covered lives895
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001PETERSON MANUFACTURING COMPANY PROFIT SHARING PLANProfitSharing$31.6M3642024
003MISSION PLASTICS NORTH DIVISION OF PETERSON MANUFACTURING COMPANY PROFIT SHARING PLAN AND TRUSTProfitSharing$13.7M1432024
010PETERSON MANUFACTURING COMPANY AND AFFILIATES 401(K) PLAN401k$5.3M6922024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PETERSON MANUFACTURING COMPANY AND AFFILIATES EMPLOYEE HEALTH CARE PLANMixedTOKIO MARINE$957K8952024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica