401(k) · DOL Form 5500 · 2022
Primerica, Inc. 401(k) Plan
Data updated 2026-08-25
- $241M
- Total assets Near avg plan size
- 1,972
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $122,371
- Avg per participant Near avg balance/head
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.
- #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.
- #8,663
- in Finance & Insurance (9,261 peers)
- -15.7%
- assets change YoY
- 2.4×
- vs typical plan assets (national mean)
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's outsized position by total assets
Primerica Savings & Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$241,316,414 Top 4% higher than 96% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Primerica Savings & Investment Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Primerica Savings & Investment Plan lands in the large band (1,972 participants).
EBSA filing schedule strip
Filing strip 271204330 · Primerica, Inc. PY 2022 · 401(k)
Primerica Savings & Investment Plan · $241M · 1,972 · 96th
- TYPE $241M
- TYPE 1,972
- TYPE 96th
- TYPE 401(k)
- TYPE near Genesiscare USA, Inc. Profit Sharing 401(k) Retirement Plan
- TYPE ind #8663
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 Finance & Insurance retirement plans → · Plans in Georgia →
Primerica Savings & Investment Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Primerica, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $336M 39.31577857774731% vs 2022
- 2024 filing year
| 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.
- 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
Primerica Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Genesiscare USA, Inc. Profit Sharing 401(k) Retirement Plan in FL ($241M); by covered participants it is Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan in WI (1,972 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($241M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,972 participants); asset peers above are excluded.
- Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan (WI) 1,972 · 0 off
- Goodwin Procter LLP Partnership Profit Sharing Savings Plan (MA) 1,972 · 0 off
- Lmi 401(k) Plan (VA) 1,971 · 1 off
- Ansys, Inc. Employees' Retirement Program (PA) 1,973 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.