Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#002)$21.6M
Filings through .
Petersen International Underwriters
EIN 95-3493616insuranceLatest filing 2025
Plans
2
Retirement
2
$51.7M assets
Health & Benefits
0
Participants
109
23929 VALENCIA BLVD., 2ND FLOOR - VALENCIA, CA 91355661-254-0006piu.orgLinkedIn51-200 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $51.7M assets / 109 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
PETERSEN INTERNATIONAL UNDERWRITERS 401(K) PROFIT SHARING PLAN
401(k)
Assets$30.1M
Participants54
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
PETERSEN INTERNATIONAL UNDERWRITERS CASH BALANCE PLAN & TRUST
Cash balance
Assets$21.6M
Participants55
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | PETERSEN INTERNATIONAL UNDERWRITERS 401(K) PROFIT SHARING PLAN | 401(k) | $30.1M | 54 | 2025 |
| #002 | PETERSEN INTERNATIONAL UNDERWRITERS CASH BALANCE PLAN & TRUST | Cash balance | $21.6M | 55 | 2025 |
- #001 · 401(k) · 202554
- #002 · Cash balance · 202555
Retirement plans