401(k) · DOL Form 5500 · 2023
Primo Water Holdings Inc 401(k) Plan
Data updated 2026-08-25
- $336M
- Total assets Above avg plan size
- 5,522
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $60,827
- Avg per participant Low balance/head
Official DOL plan name: Primo Retirement Savings Plan · Sponsored by Primo Water Holdings Inc · Florida · Manufacturing
$336M in assets, 5,522 participants
Primo Water Holdings Inc's Primo Retirement Savings Plan reported $336M in total assets and 5,522 participants in its 2023 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.
- #17,663 in Manufacturing (18,722 peers)
Coverage in Florida
Primo Retirement Savings Plan covers 5,522 participants in Florida, 8.8x the typical Florida plan (state average ~628 per filing). Assets: $336M.
- #17,663
- in Manufacturing (18,722 peers)
- +13.7%
- assets growth YoY
- 3.4×
- vs typical plan assets (national mean)
Primo Retirement Savings Plan's outsized position by total assets
Primo Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$335,886,931 Top 4% higher than 96% 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
Primo Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Primo Retirement Savings Plan lands in the large band (5,522 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Primo Retirement Savings Plan reported net income rose from -$92M in the plan year 2022 filing to $40M in the plan year 2023 filing.
- Primo Retirement Savings Plan end-of-year assets rose from $295M in the plan year 2022 filing to $336M in the plan year 2023 filing.
- Primo Retirement Savings Plan reported participants rose from 5,506 in the plan year 2022 filing to 5,522 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 582020185 · Primo Water Holdings Inc PY 2023 · 401(k)
Primo Retirement Savings Plan · $336M · 5,522 · 96th
- EBSA $336M
- PART 5,522
- TYPE 96th
- NET 401(k)
- BOOK near Sub-Zero Group/Wolf Employees' Profit Sharing and 401(k) Savings Plan
- VS-ST ind #17663
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 Manufacturing retirement plans → · Plans in Florida →
Primo Retirement Savings Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $295M |
|---|---|
| Net Assets (End of Year) | $336M |
| Net Income | $40M |
| Employer EIN | 582020185 |
| Plan Effective Date | 2000-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Primo Water Holdings Inc)
Sponsor-wide plan assets over time
All Primo Water Holdings Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $372M 25.813505138176456% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,506 | $295M |
| 2023 | 1 | 5,522 | $336M |
| 2024 | 1 | 5,750 | $372M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Scale composition for Primo Retirement Savings Plan
Primo Retirement Savings Plan reports $336M in end-of-year assets across 5,522 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $60,827 per participant (44% of the national average assets-per-participant) . Net income for plan year 2023 was $40M.
This plan identity (EIN 582020185, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $295M to $372M (+25.8%) while covered participants moved from 5,506 to 5,750 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,506 | $295M | Open filing |
| 2023 | 5,522 | $336M | This page |
| 2024 · index core | 5,750 | $372M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Primo Retirement Savings Plan (401(k), $372M, 5,750 participants)
Primo Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Sub-Zero Group/Wolf Employees' Profit Sharing and 401(k) Savings Plan in WI ($336M); by covered participants it is Owens Corning Savings and Security Plan in OH (5,523 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($336M here).
- Sub-Zero Group/Wolf Employees' Profit Sharing and 401(k) Savings Plan (WI) $336M · 1,339
- Infineum Savings Plan (NJ) $336M · 523
- Allison Transmission Employee Retirement Savings Plan (IN) $336M · 1,566
- San Manuel Band of Mission Indians 401(k) Plan (CA) $336M · 7,298
Similar participant headcount
Nearest other-state filings by covered participants (5,522 participants); asset peers above are excluded.
- Owens Corning Savings and Security Plan (OH) 5,523 · 1 off
- Hntb Retirement and Savings Plan (MO) 5,518 · 4 off
- Ms Companies Retirement Plan (IN) 5,527 · 5 off
- Scripps Retirement and Investment Plan (OH) 5,529 · 7 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.