401(k) · DOL Form 5500 · 2023
Primary Financial Company LLC 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $722,165
- Avg per participant High balance/head
Official DOL plan name: Primary Financial Company LLC 401(k) and Profit Sharing Plan · Sponsored by Primary Financial Company LLC · Ohio · Finance & Insurance
$8M in assets, 11 participants
Primary Financial Company LLC's Primary Financial Company LLC 401(k) and Profit Sharing Plan reported $8M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.
- #3,433 in Finance & Insurance (8,869 peers)
Primary Financial Company LLC multi-year trail
Primary Financial Company LLC's plans moved +38.8% in assets from 2022 to 2024; this filing shows Primary Financial Company LLC 401(k) and Profit Sharing Plan at $8M / 11 participants.
- #3,433
- in Finance & Insurance (8,869 peers)
- +22.3%
- assets growth YoY
Primary Financial Company LLC 401(k) and Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
Primary Financial Company LLC 401(k) and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,943,814 Top 46% higher than 54% 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
Primary Financial Company LLC 401(k) and Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Primary Financial Company LLC 401(k) and Profit Sharing Plan is a small filing (11 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Primary Financial Company LLC 401(k) and Profit Sharing Plan reported net income rose from -$654K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Primary Financial Company LLC 401(k) and Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 311682720 · Primary Financial Company LLC PY 2023 · 401(k)
Primary Financial Company LLC 401(k) and Profit Sharing Plan · $8M · 11 · 54th
- BOY $8M
- BOY 11
- BOY 54th
- BOY 401(k)
- BOY near May Technology & Mfg, Inc. 401(k) Plan
- BOY ind #3433
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 Finance & Insurance retirement plans → · Plans in Ohio →
Primary Financial Company LLC 401(k) and Profit Sharing Plan in the asset neighbourhood
Primary Financial Company LLC multi-year asset trail
Sponsor-wide plan assets over time
All Primary Financial Company LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 38.779373603208164% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $6M |
| 2023 | 1 | 11 | $8M |
| 2024 | 1 | 13 | $9M |
Primary Financial Company LLC filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Employer EIN | 311682720 |
| Plan Effective Date | 1997-08-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Primary Financial Company LLC 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is May Technology & Mfg, Inc. 401(k) Plan in MO ($8M); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.
- True Colors International, Inc. Retirement Plan (CA) 11 · 0 off
- Fresno Neon Sign Co., Inc. 401(k) Profit Sharing Plan (CA) 11 · 0 off
- Bg Logistics, Inc. 401(k) Plan (FL) 11 · 0 off
- Martin J. Gross Profit Sharing Plan (NJ) 11 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.