401(k)
2022 plan-year 401(k) DOL Form 5500

Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Primex Inc. · Wisconsin · Manufacturing

What the 2023 filing shows

Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust holds $21M for 153 participants — about $135,832 per participant, down 14.3% over the 2022 plan year.

$21M
total plan assets (2022 EOY)
153
covered participants
$135,832
avg assets per participant
-14.3%
assets change YoY

The plan reported a net loss of $3M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$21M
Participants
153
State
Industry
Manufacturing

What the Filing Says About Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust

Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust is a 401(k) retirement plan sponsored by Primex Inc., headquartered in Wisconsin. As of the 2022 Form 5500 filing, the plan reports $21M in total end-of-year assets and covers 153 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 391191616, and the plan has been effective since 1982-11-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $24M at the beginning of 2022 to $21M at year-end — a decline of 14.3%. Net assets (after liabilities) closed the year at $21M, with reported net income of $-3,476,692 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$24M
Total Assets (End of Year)$21M
Net Assets (End of Year)$21M
Net Income$-3,476,692
Plan Type401(k)
Employer EIN391191616
Plan Effective Date1982-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Primex Inc.)

Year Plans Participants Total Assets
2022 1 153 $21M
2023 1 122 $24M
2024 1 109 $26M

Nearby 401(k) Plans in Wisconsin

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Frequently Asked Questions

How much money is in the Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust?
As of the 2022 Form 5500 filing, Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust holds $21M in total assets with 153 participants. It is sponsored by Primex Inc..
What type of plan is Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust?
Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust is a 401(k) plan. It has been effective since 1982-11-01. The plan is filed with the U.S. Department of Labor under EIN 391191616.
Who sponsors the Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust?
Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust is sponsored by Primex Inc., located in Wisconsin. The sponsor's EIN is 391191616 and the plan operates in the Manufacturing industry.
How did Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust perform in 2022?
Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust declined by 14.3% during 2022, moving from $24M to $21M in total assets. Net income was $-3,476,692.
Where can I find official filings for Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust?
Official Form 5500 filings for Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 391191616 or plan name at efast.dol.gov.
How does Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust compare to other plans?
You can compare Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust against other 401(k) plans on the plan type page, or view plans in Wisconsin on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 391191616.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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