401(k) · DOL Form 5500 · 2022

Primeritus Financial Services Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
453
Participants Below avg headcount
61st
Percentile by assets National rank
$18,498
Avg per participant Low balance/head
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Official DOL plan name: Primeritus Financial Services Inc. 401(k) Profit Sharing Plan · Sponsored by Primeritus Financial Services Inc. · Tennessee · Professional & Technical Services

$8M in assets, 453 participants

Primeritus Financial Services Inc.'s Primeritus Financial Services Inc. 401(k) Profit Sharing Plan reported $8M in total assets and 453 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #12,842 in Professional & Technical Services (21,562 peers)

Coverage in Tennessee

Primeritus Financial Services Inc. 401(k) Profit Sharing Plan covers 453 participants in Tennessee, about 40% of the average Tennessee filer (state average ~1,126 per filing). Assets: $8M.

#12,842
in Professional & Technical Services (21,562 peers)
-18.0%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Primeritus Financial Services Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Primeritus Financial Services Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$8,379,414 Top 39% higher than 61% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Primeritus Financial Services Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Primeritus Financial Services Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (453 participants).

EBSA filing schedule strip

Filing strip 454418687 · Primeritus Financial Services Inc. PY 2022 · 401(k)

Primeritus Financial Services Inc. 401(k) Profit Sharing Plan · $8M · 453 · 61st

  • PHOTO $8M
  • IND 453
  • EOY 61st
  • 5500 401(k)
  • ASSETS near James-Bates-Brannan-Groover LLP 401(k) Plan
  • PCT ind #12842

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Tennessee →

Primeritus Financial Services Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Primeritus Financial Services Inc. 401(k) Profit Sharing PlanPrimeritus Financial Service…$8MJames-Bates-Brannan-Groover LLP 401(k) PlanJames-Bates-Brannan-Groover …$8MBay Mills Indian Community 401(k) PlanBay Mills Indian Community 4…$8MGreater Seacoast Community Health 401(k) PlanGreater Seacoast Community H…$8MSpothero 401(k) Plan$8M
End-of-year total assets ($M) among Primeritus Financial Services Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN454418687
Plan Effective Date2004-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Primeritus Financial Services Inc.)

Sponsor-wide plan assets over time

All Primeritus Financial Services Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 3.779954063613518% vs 2022
2024 filing year
$7.5M$8M$8.5M 202220232024 $8.38M $8.06M ▼ -3.8%
Year Plans Participants Total Assets
2022 1 453 $8M
2023 1 327 $8M
2024 1 230 $8M

Nearby 401(k) Plans in Tennessee

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Primeritus Financial Services Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Primeritus Financial Services Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.008379414 · Participants: 453Primeritus Financial Services Inc. 401(k) Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Primeritus Financial Services Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Primeritus Financial Services Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Primeritus Financial Services Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is James-Bates-Brannan-Groover LLP 401(k) Plan in GA ($8M); by covered participants it is Mpf Federal LLC 401(k) Plan in MD (453 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (453 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Primeritus Financial Services Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Primeritus Financial Services Inc. 401(k) Profit Sharing Plan declined sharply - down 18.0% during 2022, from $10M to $8M. Reported net income was -$2M.
How have Primeritus Financial Services Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Primeritus Financial Services Inc.'s sponsor-wide assets declined 3.8%, from $8M to $8M.
Which 401(k) plans are similar in size to Primeritus Financial Services Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is James-Bates-Brannan-Groover LLP 401(k) Plan in GA ($8M, 109 participants).
Which 401(k) plans cover a similar participant headcount to Primeritus Financial Services Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mpf Federal LLC 401(k) Plan in MD (453 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 454418687.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.