401(k) · DOL Form 5500 · 2022
Primerica, Inc. 401(k) Plan
Data updated 2026-08-11
- $241M
- Total assets
- 1,972
- Participants
- 96th
- Percentile by assets
- $122,371
- Avg per participant
Official DOL plan name: Primerica Savings & Investment Plan · Sponsored by Primerica, Inc. · Georgia · Finance & Insurance
$241M in assets, 1,972 participants
Primerica, Inc.'s Primerica Savings & Investment Plan reported $241M in total assets and 1,972 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 139,126 plans)
- #8,663 in Finance & Insurance (9,261 peers)
Where Primerica Savings & Investment Plan sits by assets
Primerica Savings & Investment Plan sits in the top 5% of all filed plans by assets, $241M for 1,972 participants (~$122,371/participant), down 15.7% in 2022.
- $241M
- total plan assets (2022 EOY)
- 1,972
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $122,371
- avg assets per participant
The plan reported a net loss of $45M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Primerica Savings & Investment Plan vs the 2022 asset distribution
By assets, Primerica Savings & Investment Plan outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $286M |
|---|---|
| Net Assets (End of Year) | $241M |
| Net Income | -$45M |
| Employer EIN | 271204330 |
| Plan Effective Date | 2010-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Primerica, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,972 | $241M |
| 2023 | 1 | 1,991 | $293M |
| 2024 | 1 | 2,061 | $336M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Primerica Savings & Investment Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
- The Teamster-UPS National 401(k) Tax Deferred Savings Plan $14.7B · 549,610
- Delta 401(k) Retirement Plan $13.2B · 72,820
- Delta 401(k) Retirement Plan for Pilots $11.5B · 12,193
- UPS 401 (K) Savings Plan $11.3B · 107,310
- The Home Depot Futurebuilder $10.7B · 423,174
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Primerica Savings & Investment Plan by total assets, not by location.
- Genesiscare USA, Inc. Profit Sharing 401(k) Retirement Plan (FL) $241M · 2,822
- Realpage, Inc. 401(k) Retirement Plan (TX) $241M · 3,539
- US Oncology, Inc. 401(k) Plan (TX) $241M · 5,075
- Sarah Bush Lincoln Health Center Employee Retirement Plan (IL) $241M · 2,662
Frequently Asked Questions
How did Primerica Savings & Investment Plan assets move in 2022? ▼
How have Primerica, Inc. plan assets changed over time? ▼
Where does Primerica Savings & Investment Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Primerica Savings & Investment Plan? ▼
Next read for Primerica Savings & Investment Plan
Scale reading
Ways to act on Primerica Savings & Investment Plan's numbers.
- By total assets, Primerica Savings & Investment Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Georgia. Compare plans
- Primerica, Inc.'s sponsor-wide assets have grown 39.3% since 2022 across 3 plan years on file. More Finance & Insurance plans