401(k) · DOL Form 5500 · 2023

Primex Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
122
Participants Small participant base
76th
Percentile by assets National rank
$194,814
Avg per participant Above avg balance/head
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Official DOL plan name: Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust · Sponsored by Primex Inc. · Wisconsin · Manufacturing

$24M in assets, 122 participants

Primex Inc.'s Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust reported $24M in total assets and 122 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #12,419 in Manufacturing (18,722 peers)

Coverage in Wisconsin

Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust covers 122 participants in Wisconsin, about 22% of the average Wisconsin filer (state average ~563 per filing). Assets: $24M.

#12,419
in Manufacturing (18,722 peers)
+14.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust's outsized position by total assets

Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust vs every filed plan by assets

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

$23,767,365 Top 24% higher than 76% 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

Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust 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. Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust sits mid-pack in the medium band (122 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust reported participants fell from 153 in the plan year 2022 filing to 122 in the plan year 2023 filing.
  • Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust end-of-year assets rose from $21M in the plan year 2022 filing to $24M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 391191616 · Primex Inc. PY 2023 · 401(k)

Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust · $24M · 122 · 76th

  • NET $24M
  • NET 122
  • NET 76th
  • NET 401(k)
  • NET near Gordon Terminal Service Co. 401(k) Profit Sharing Plan
  • NET ind #12419

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 Wisconsin →

Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust in the asset neighbourhood

Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and TrustPrimex, Inc. and Affiliates …$24MGordon Terminal Service Co. 401(k) Profit Sharing PlanGordon Terminal Service Co. …$24MBetmgm 401(k) Plan$24MBasell Retirement Savings PlanBasell Retirement Savings Pl…$24MLyell Immunopharma, Inc. 401(k) PlanLyell Immunopharma, Inc. 401…$24M
End-of-year total assets ($M) among Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$24M
Net Income$3M
Employer EIN391191616
Plan Effective Date1982-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Primex Inc.)

Sponsor-wide plan assets over time

All Primex Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 23.855629567097917% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $20.8M $25.7M ▲ +23.9%
Year Plans Participants Total Assets
2022 1 153 $21M
2023 1 122 $24M
2024 1 109 $26M

Nearby 401(k) Plans in Wisconsin

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

Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust, Total assets ($B): 0.023767365 · Participants: 122Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and TrustAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Gordon Terminal Service Co. 401(k) Profit Sharing Plan in PA ($24M); by covered participants it is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust assets move in 2023?
Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust grew at a solid clip - up 14.4% during 2023, from $21M to $24M. Reported net income was $3M.
How have Primex Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Primex Inc.'s sponsor-wide assets grew 23.9%, from $21M to $26M.
Where does Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust rank by assets among Form 5500 filers?
Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust ranks in the 76th 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 Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Gordon Terminal Service Co. 401(k) Profit Sharing Plan in PA ($24M, 70 participants).
Which 401(k) plans cover a similar participant headcount to Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants, $12M in assets).