401(k) · DOL Form 5500 · 2023

Primo Water Holdings Inc 401(k) Plan

Data updated 2026-08-11

$336M
Total assets
5,522
Participants
96th
Percentile by assets
$60,827
Avg per participant
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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.

  • 96th percentile by assets (of 127,072 plans)
  • #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.

$336M
total plan assets (2023 EOY)
5,522
covered participants
96th
percentile by assets (of 127,072 plans)
$60,827
avg assets per participant

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.

See the national 2022→2023 release diff →

State
Industry

Participants vs Florida filers

In Florida, the average filing covers about 628 participants across 6,617 plans. Primo Retirement Savings Plan reports 5,522 participants - 8.8x that state average ($336M EOY assets).

Florida filing particulars

Total Assets (Beginning of Year)$295M
Net Assets (End of Year)$336M
Net Income$40M
Employer EIN582020185
Plan Effective Date2000-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Primo Water Holdings Inc)

$250M$300M$350M$400M 202220232024 $295M $372M ▲ +25.8%
Total plan assets by year, all Primo Water Holdings Inc plans on file
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.

Primo Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Primo Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Primo Retirement Sav…L3harris Retirement …Savings Plan for Emp…Adp Totalsource Reti…Trinet 401(k) PlanPublix Super Markets…
Primo Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants

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:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Primo Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Primo Retirement Savings Plan assets move in 2023?
Primo Retirement Savings Plan grew at a solid clip - up 13.7% during 2023, from $295M to $336M. Reported net income was $40M.
How have Primo Water Holdings Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Primo Water Holdings Inc's sponsor-wide assets grew 25.8%, from $295M to $372M.
Where does Primo Retirement Savings Plan rank by assets among Form 5500 filers?
Primo Retirement Savings Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Primo Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Sub-Zero Group/Wolf Employees' Profit Sharing and 401(k) Savings Plan in WI ($336M, 1,339 participants).

Next read for Primo Retirement Savings Plan

Filing takeaways

Ways to act on Primo Retirement Savings Plan's numbers.