Money Purchase · DOL Form 5500 · 2022
Primary Source Group Corp. Money Purchase Plan
Data updated 2026-08-11
- $55K
- Total assets
- 1
- Participants
- 4th
- Percentile by assets
- $55,421
- Avg per participant
Official DOL plan name: Primary Source Group Corp., Profit Sharing Plan · Sponsored by Primary Source Group Corp. · California · Real Estate
$55K in assets, 1 participants
Primary Source Group Corp.'s Primary Source Group Corp., Profit Sharing Plan reported $55K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 4th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 4th percentile by assets (of 139,126 plans)
- #262 in Real Estate (5,057 peers)
Primary Source Group Corp. multi-year trail
Primary Source Group Corp.'s plans moved +91.0% in assets from 2022 to 2024; this filing shows Primary Source Group Corp., Profit Sharing Plan at $55K / 1 participant.
- $55K
- total plan assets (2022 EOY)
- 1
- covered participants
- 4th
- percentile by assets (of 139,126 plans)
- $55,421
- avg assets per participant
The plan reported a net loss of $19K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Primary Source Group Corp. across 3 plan years on file
Across the 3 plan years Primary Source Group Corp. has on file (2022-2024), sponsor-wide plan assets have moved from $55K to $106K, a gain of 91.0%, while reported participants moved from 1 to 1 (+0.0%). Peak year by sponsor assets: 2024 ($106K); trough: 2022 ($55K).
Primary Source Group Corp. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $55K |
| 2023 | 1 | 1 | $82K |
| 2024 | 1 | 1 | $106K |
Primary Source Group Corp. filing trail (2022)
| Total Assets (Beginning of Year) | $75K |
|---|---|
| Net Assets (End of Year) | $55K |
| Net Income | -$19K |
| Employer EIN | 954710681 |
| Plan Effective Date | 1998-12-22 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Primary Source Group Corp., Profit Sharing Plan vs. nearby Money Purchase plans in California, assets vs. participants
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $5.9B · 17,035
- Kaiser Permanente Supplemental Savings and Retirement Plan $4.3B · 36,448
- University of Southern California Defined Contribution Retirement Plan $3.8B · 20,087
- Carpenters Annuity Trust Fund for Northern California $3.0B · 26,442
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.0B · 22,792
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Primary Source Group Corp., Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did Primary Source Group Corp., Profit Sharing Plan assets move in 2022? ▼
How have Primary Source Group Corp. plan assets changed over time? ▼
Where does Primary Source Group Corp., Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Primary Source Group Corp., Profit Sharing Plan? ▼
Next read for Primary Source Group Corp., Profit Shari…
Multi-year trail
Ways to act on Primary Source Group Corp., Profit Sharing Plan's numbers.
- By total assets, Primary Source Group Corp., Profit Sharing Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Primary Source Group Corp.'s sponsor-wide assets have grown 91.0% since 2022 across 3 plan years on file. More Real Estate plans