401(k) · DOL Form 5500 · 2022
Prime Finance Advisor, L.P. 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 82
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $167,390
- Avg per participant Above avg balance/head
Official DOL plan name: Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust · Sponsored by Prime Finance Advisor, L.P. · California · Real Estate
$14M in assets, 82 participants
Prime Finance Advisor, L.P.'s Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust reported $14M in total assets and 82 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- #4,287 in Real Estate (5,057 peers)
Prime Finance Advisor, L.P. multi-year trail
Prime Finance Advisor, L.P.'s plans moved +80.0% in assets from 2022 to 2024; this filing shows Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust at $14M / 82 participants.
- #4,287
- in Real Estate (5,057 peers)
- -13.1%
- 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.
Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust's outsized position by total assets
Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,725,953 Top 29% higher than 71% 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
Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust is a small filing (82 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 453831678 · Prime Finance Advisor, L.P. PY 2022 · 401(k)
Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust · $14M · 82 · 71st
- PART $14M
- PART 82
- PART 71st
- PART 401(k)
- PART near Ima Group Management Company 401(k) Profit Sharing Plan & Trust
- PART ind #4287
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 Real Estate retirement plans → · Plans in California →
Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Prime Finance Advisor, L.P. multi-year asset trail
Sponsor-wide plan assets over time
All Prime Finance Advisor, L.P. plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 80.02935752439193% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 82 | $14M |
| 2023 | 1 | 99 | $19M |
| 2024 | 1 | 111 | $25M |
Prime Finance Advisor, L.P. filing trail (2022)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$2M |
| Employer EIN | 453831678 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Ima Group Management Company 401(k) Profit Sharing Plan & Trust in NY ($14M); by covered participants it is Electrical Production Services, Inc. 401(k) Plan in MN (82 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Ima Group Management Company 401(k) Profit Sharing Plan & Trust (NY) $14M · 842
- Firstservice Residential Minnesota 401(k) Plan (MN) $14M · 624
- Cedar 401(k) Plan (NY) $14M · 544
- Nebraskaland/Kansasland Retirement Plan (NE) $14M · 412
Similar participant headcount
Nearest other-state filings by covered participants (82 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.