401(k) · DOL Form 5500 · 2023

Primary Source Lending, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
4
Participants Small participant base
63rd
Percentile by assets National rank
$3.1M
Avg per participant High balance/head
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Official DOL plan name: Primary Source Lending LLC 401(k) Profit Sharing Plan · Sponsored by Primary Source Lending, LLC · Utah · Finance & Insurance

$13M in assets, 4 participants

Primary Source Lending, LLC's Primary Source Lending LLC 401(k) Profit Sharing Plan reported $13M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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 Finance & Insurance (8,869 peers)

Primary Source Lending, LLC multi-year trail

Primary Source Lending, LLC's plans moved +19.8% in assets from 2022 to 2024; this filing shows Primary Source Lending LLC 401(k) Profit Sharing Plan at $13M / 4 participants.

#4,287
in Finance & Insurance (8,869 peers)
+9.9%
assets growth YoY

Primary Source Lending LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Primary Source Lending LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$12,519,055 Top 37% higher than 63% 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

Primary Source Lending LLC 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Primary Source Lending LLC 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Primary Source Lending LLC 401(k) Profit Sharing Plan reported net income rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Primary Source Lending LLC 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 852453476 · Primary Source Lending, LLC PY 2023 · 401(k)

Primary Source Lending LLC 401(k) Profit Sharing Plan · $13M · 4 · 63rd

  • PCT $13M
  • EIN 4
  • RANK 63rd
  • PHOTO 401(k)
  • IND near Safe Future 401(k) Plan
  • EOY 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 Finance & Insurance retirement plans → · Plans in Utah →

Primary Source Lending LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Primary Source Lending LLC 401(k) Profit Sharing PlanPrimary Source Lending LLC 4…$13MSafe Future 401(k) Plan$13MM & J Wilkow Profit Sharing & 401(k) PlanM & J Wilkow Profit Sharing …$13MDentistry@Vcu 401(k) Retirement PlanDentistry@Vcu 401(k) Retirem…$13MRealty Management Services, Inc. 401(k) PlanRealty Management Services, …$13M
End-of-year total assets ($M) among Primary Source Lending LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Primary Source Lending, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Primary Source Lending, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 19.83791075687948% vs 2022
2024 filing year
$11M$12M$13M$14M 202220232024 $11.4M $13.7M ▲ +19.8%
Year Plans Participants Total Assets
2022 1 4 $11M
2023 1 4 $13M
2024 1 4 $14M

Primary Source Lending, LLC filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN852453476
Plan Effective Date2020-08-06
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Primary Source Lending LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Primary Source Lending LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.012519055 · Participants: 4Primary Source Lending LLC 401(k) Profit Sharing PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Primary Source Lending LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Primary Source Lending LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Primary Source Lending LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Safe Future 401(k) Plan in WA ($13M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Primary Source Lending LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Primary Source Lending LLC 401(k) Profit Sharing Plan grew at a solid clip - up 9.9% during 2023, from $11M to $13M. Reported net income was $1M.
How have Primary Source Lending, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Primary Source Lending, LLC's sponsor-wide assets grew 19.8%, from $11M to $14M.
Which 401(k) plans are similar in size to Primary Source Lending LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Safe Future 401(k) Plan in WA ($13M, 223 participants).
Which 401(k) plans cover a similar participant headcount to Primary Source Lending LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 852453476.

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.