401(k)
2022 plan-year 401(k) DOL Form 5500

Primus Group, Inc. 401(k) Profit Sharing Plan and Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Primus Group, Inc. · California · Agriculture, Forestry & Fishing

What the 2023 filing shows

Primus Group, Inc. 401(k) Profit Sharing Plan and Trust holds $12M for 115 participants — about $107,200 per participant, down 19.3% over the 2022 plan year.

$12M
total plan assets (2022 EOY)
115
covered participants
$107,200
avg assets per participant
-19.3%
assets change YoY

The plan reported a net loss of $3M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$12M
Participants
115
State
Industry
Agriculture, Forestry & Fishing

What the Filing Says About Primus Group, Inc. 401(k) Profit Sharing Plan and Trust

Primus Group, Inc. 401(k) Profit Sharing Plan and Trust is a 401(k) retirement plan sponsored by Primus Group, Inc., headquartered in California. As of the 2022 Form 5500 filing, the plan reports $12M in total end-of-year assets and covers 115 participants across the Agriculture, Forestry & Fishing industry. The sponsor's EIN on file with the U.S. Department of Labor is 770147992, and the plan has been effective since 1991-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $15M at the beginning of 2022 to $12M at year-end — a decline of 19.3%. Net assets (after liabilities) closed the year at $12M, with reported net income of $-2,941,396 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$15M
Total Assets (End of Year)$12M
Net Assets (End of Year)$12M
Net Income$-2,941,396
Plan Type401(k)
Employer EIN770147992
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the Primus Group, Inc. 401(k) Profit Sharing Plan and Trust?
As of the 2022 Form 5500 filing, Primus Group, Inc. 401(k) Profit Sharing Plan and Trust holds $12M in total assets with 115 participants. It is sponsored by Primus Group, Inc..
What type of plan is Primus Group, Inc. 401(k) Profit Sharing Plan and Trust?
Primus Group, Inc. 401(k) Profit Sharing Plan and Trust is a 401(k) plan. It has been effective since 1991-01-01. The plan is filed with the U.S. Department of Labor under EIN 770147992.
Who sponsors the Primus Group, Inc. 401(k) Profit Sharing Plan and Trust?
Primus Group, Inc. 401(k) Profit Sharing Plan and Trust is sponsored by Primus Group, Inc., located in California. The sponsor's EIN is 770147992 and the plan operates in the Agriculture, Forestry & Fishing industry.
How did Primus Group, Inc. 401(k) Profit Sharing Plan and Trust perform in 2022?
Primus Group, Inc. 401(k) Profit Sharing Plan and Trust declined by 19.3% during 2022, moving from $15M to $12M in total assets. Net income was $-2,941,396.
Where can I find official filings for Primus Group, Inc. 401(k) Profit Sharing Plan and Trust?
Official Form 5500 filings for Primus Group, Inc. 401(k) Profit Sharing Plan and Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 770147992 or plan name at efast.dol.gov.
How does Primus Group, Inc. 401(k) Profit Sharing Plan and Trust compare to other plans?
You can compare Primus Group, Inc. 401(k) Profit Sharing Plan and Trust against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 770147992.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.