401(k) · DOL Form 5500 · 2023

Prime Finance Advisor, L.P. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
99
Participants Small participant base
71st
Percentile by assets National rank
$186,973
Avg per participant Above avg balance/head
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Official DOL plan name: Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust · Sponsored by Prime Finance Advisor, L.P. · California · Real Estate

$19M in assets, 99 participants

Prime Finance Advisor, L.P.'s Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust reported $19M in total assets and 99 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,040 in Real Estate (4,727 peers)

Prime Finance Advisor, L.P. multi-year trail

Prime Finance Advisor, L.P.'s plans moved +80.0% in assets from 2022 to 2024; this filing shows Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust at $19M / 99 participants.

#4,040
in Real Estate (4,727 peers)
+34.9%
assets growth YoY

Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$18,510,373 Top 29% higher than 71% 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

Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust reported net income rose from -$2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $14M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust reported participants rose from 82 in the plan year 2022 filing to 99 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 453831678 · Prime Finance Advisor, L.P. PY 2023 · 401(k)

Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust · $19M · 99 · 71st

  • RANK $19M
  • PHOTO 99
  • IND 71st
  • EOY 401(k)
  • 5500 near The Philadelphia Hand Center, P. C. 401(k) Profit Sharing Plan
  • ASSETS ind #4040

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 Real Estate retirement plans → · Plans in California →

Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & TrustPrime Finance Advisor, L.P. …$19MThe Philadelphia Hand Center, P. C. 401(k) Profit Sharing PlanThe Philadelphia Hand Center…$19MAvionics Test and Analysis Corporation 401(k) PlanAvionics Test and Analysis C…$19MAdrian L. Merton, Incorporated Profit Sharing PlanAdrian L. Merton, Incorporat…$19MOce 401(k) Plan$19M
End-of-year total assets ($M) among Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Prime Finance Advisor, L.P. multi-year asset trail

Sponsor-wide plan assets over time

All Prime Finance Advisor, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 80.02935752439193% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $13.7M $24.7M ▲ +80.0%
Year Plans Participants Total Assets
2022 1 82 $14M
2023 1 99 $19M
2024 1 111 $25M

Prime Finance Advisor, L.P. filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$19M
Net Income$5M
Employer EIN453831678
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.018510373 · Participants: 99Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Philadelphia Hand Center, P. C. 401(k) Profit Sharing Plan in PA ($19M); by covered participants it is Arj Infusion Services, Inc. Employees Savings Trust in KS (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust surged - up 34.9% during 2023, from $14M to $19M. Reported net income was $5M.
How have Prime Finance Advisor, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Prime Finance Advisor, L.P.'s sponsor-wide assets grew 80.0%, from $14M to $25M.
Which 401(k) plans are similar in size to Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Philadelphia Hand Center, P. C. 401(k) Profit Sharing Plan in PA ($19M, 113 participants).
Which 401(k) plans cover a similar participant headcount to Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Arj Infusion Services, Inc. Employees Savings Trust in KS (99 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 453831678.

Read our methodology - how this data is sourced, computed, and verified.

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