401(k) · DOL Form 5500 · 2023
Primeritus Financial Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 327
- Participants Below avg headcount
- 53rd
- Percentile by assets National rank
- $23,328
- Avg per participant Low balance/head
Official DOL plan name: Primeritus Financial Services Inc. 401(k) Profit Sharing Plan · Sponsored by Primeritus Financial Services, Inc. · Tennessee · Professional & Technical Services
$8M in assets, 327 participants
Primeritus Financial Services, Inc.'s Primeritus Financial Services Inc. 401(k) Profit Sharing Plan reported $8M in total assets and 327 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.
- #10,404 in Professional & Technical Services (20,321 peers)
Coverage in Tennessee
Primeritus Financial Services Inc. 401(k) Profit Sharing Plan covers 327 participants in Tennessee, about 29% of the average Tennessee filer (state average ~1,126 per filing). Assets: $8M.
- #10,404
- in Professional & Technical Services (20,321 peers)
- -9.0%
- assets change YoY
The plan reported a net loss of $751K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Primeritus Financial Services Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Primeritus Financial Services Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,628,302 Top 47% higher than 53% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Primeritus Financial Services Inc. 401(k) Profit Sharing 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. Primeritus Financial Services Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (327 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Primeritus Financial Services Inc. 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to -$751K in the plan year 2023 filing.
- Primeritus Financial Services Inc. 401(k) Profit Sharing Plan reported participants fell from 453 in the plan year 2022 filing to 327 in the plan year 2023 filing.
- Primeritus Financial Services Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 454418687 · Primeritus Financial Services, Inc. PY 2023 · 401(k)
Primeritus Financial Services Inc. 401(k) Profit Sharing Plan · $8M · 327 · 53rd
- EIN $8M
- RANK 327
- PHOTO 53rd
- IND 401(k)
- EOY near Anchor-Harvey Components, LLC Thrift Plan
- 5500 ind #10404
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 Tennessee →
Primeritus Financial Services Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$751K |
| Employer EIN | 454418687 |
| Plan Effective Date | 2004-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Primeritus Financial Services, Inc.)
Sponsor-wide plan assets over time
All Primeritus Financial Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 3.779954063613518% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 453 | $8M |
| 2023 | 1 | 327 | $8M |
| 2024 | 1 | 230 | $8M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $23.9B · 127,010
- Hca 401(k) Plan $21.5B · 291,649
- Federal Express Corporation Pilots Retirement Savings Plan $4.7B · 5,728
- International Paper Company Salaried Savings Plan $4.6B · 12,153
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.5B · 62,487
Primeritus Financial Services Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Anchor-Harvey Components, LLC Thrift Plan in IL ($8M); by covered participants it is Simpson University 403b Plan in CA (327 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (327 participants); asset peers above are excluded.
- Simpson University 403b Plan (CA) 327 · 0 off
- Kuiken Brothers Company Inc., 401(k) Profit Sharing Plan & Trust (NJ) 327 · 0 off
- Kidwell, Inc. 401(k) Profit Sharing Plan (NE) 327 · 0 off
- Howard Energy Partners 401(k) Plan (TX) 327 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.