401(k) · DOL Form 5500 · 2023

Primary Surgical, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
106
Participants Small participant base
75th
Percentile by assets National rank
$215,613
Avg per participant Above avg balance/head
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Official DOL plan name: Zb Davis 401(k) Plan · Sponsored by Primary Surgical, Inc. · South Dakota · Professional & Technical Services

$23M in assets, 106 participants

Primary Surgical, Inc.'s Zb Davis 401(k) Plan reported $23M in total assets and 106 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,262 in Professional & Technical Services (20,321 peers)

Coverage in South Dakota

Zb Davis 401(k) Plan covers 106 participants in South Dakota, about 31% of the average South Dakota filer (state average ~340 per filing). Assets: $23M.

#15,262
in Professional & Technical Services (20,321 peers)
+24.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Zb Davis 401(k) Plan's outsized position by total assets

Zb Davis 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$22,855,009 Top 25% higher than 75% of 127,068 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 2023

Zb Davis 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zb Davis 401(k) Plan sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zb Davis 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Zb Davis 401(k) Plan end-of-year assets rose from $18M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Zb Davis 401(k) Plan reported participants rose from 101 in the plan year 2022 filing to 106 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 460403563 · Primary Surgical, Inc. PY 2023 · 401(k)

Zb Davis 401(k) Plan · $23M · 106 · 75th

  • TYPE $23M
  • TYPE 106
  • TYPE 75th
  • TYPE 401(k)
  • TYPE near Hx5 Sierra, LLC 401(k) Profit Sharing Plan
  • TYPE ind #15262

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 South Dakota →

Zb Davis 401(k) Plan in the asset neighbourhood

Zb Davis 401(k) Plan$23MHx5 Sierra, LLC 401(k) Profit Sharing PlanHx5 Sierra, LLC 401(k) Profi…$23MBelmar Companies 401(k) Plan$23MTeecom 401(k) Plan$23MPediatric Affiliates, P.a. 401(k) PlanPediatric Affiliates, P.a. 4…$23M
End-of-year total assets ($M) among Zb Davis 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

South Dakota filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$23M
Net Income$5M
Employer EIN460403563
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Primary Surgical, Inc.)

Sponsor-wide plan assets over time

All Primary Surgical, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 46.04427384011608% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.3M $26.7M ▲ +46.0%
Year Plans Participants Total Assets
2022 1 101 $18M
2023 1 106 $23M
2024 1 109 $27M

Nearby 401(k) Plans in South Dakota

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

Zb Davis 401(k) Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Zb Davis 401(k) Plan, Total assets ($M): 22.855009 · Participants: 106Zb Davis 401(k) PlanBlack Hills Corporation 401(k) Retirement Savings Plan, Total assets ($M): 726.965765 · Participants: 2972Black Hills Corporation 401(k) Retirement Savings PlanGood Samaritan Society 401(k) Plan, Total assets ($M): 254.213431 · Participants: 12894Good Samaritan Society 401(k) PlanDaktronics, Inc. 401(k) Plan, Total assets ($M): 235.476974 · Participants: 2254Daktronics, Inc. 401(k) PlanPoet 401(k) Plan, Total assets ($M): 219.059384 · Participants: 2254Poet 401(k) PlanPremier 401(k) Plan, Total assets ($M): 215.996195 · Participants: 1913Premier 401(k) Plan
Zb Davis 401(k) Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants
Compare Zb Davis 401(k) Plan side-by-side with 3 peers →

Zb Davis 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside South Dakota, the nearest 401(k) by assets is Hx5 Sierra, LLC 401(k) Profit Sharing Plan in FL ($23M); by covered participants it is Interfolio 401(k) P/S Plan in DC (106 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (106 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Zb Davis 401(k) Plan assets move in 2023? ▼
Zb Davis 401(k) Plan grew sharply - up 24.8% during 2023, from $18M to $23M. Reported net income was $5M.
How have Primary Surgical, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Primary Surgical, Inc.'s sponsor-wide assets grew 46.0%, from $18M to $27M.
Where does Zb Davis 401(k) Plan rank by assets among Form 5500 filers? ▼
Zb Davis 401(k) Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Zb Davis 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hx5 Sierra, LLC 401(k) Profit Sharing Plan in FL ($23M, 280 participants).
Which 401(k) plans cover a similar participant headcount to Zb Davis 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Interfolio 401(k) P/S Plan in DC (106 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 460403563.

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.