401(k) · DOL Form 5500 · 2023
Primary Residential Mortgage, Inc. 401(k) Plan
Data updated 2026-08-25
- $79M
- Total assets Below avg plan size
- 2,667
- Participants Above avg headcount
- 90th
- Percentile by assets National rank
- $29,703
- Avg per participant Low balance/head
Official DOL plan name: Primary Residential Mortgage, Inc. 401(k) Plan · Sponsored by Primary Residential Mortgage, Inc. · Utah · Management of Enterprises
$79M in assets, 2,667 participants
Primary Residential Mortgage, Inc.'s Primary Residential Mortgage, Inc. 401(k) Plan reported $79M in total assets and 2,667 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #840 in Management of Enterprises (1,137 peers)
Coverage in Utah
Primary Residential Mortgage, Inc. 401(k) Plan covers 2,667 participants in Utah, 4.5x the typical Utah plan (state average ~592 per filing). Assets: $79M.
- #840
- in Management of Enterprises (1,137 peers)
- -4.3%
- assets change YoY
- 0.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Primary Residential Mortgage, Inc. 401(k) Plan's outsized position by total assets
Primary Residential Mortgage, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$79,218,185 Top 10% higher than 90% 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 Residential Mortgage, Inc. 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Primary Residential Mortgage, Inc. 401(k) Plan lands in the large band (2,667 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Primary Residential Mortgage, Inc. 401(k) Plan reported net income rose from -$17M in the plan year 2022 filing to -$4M in the plan year 2023 filing.
- Primary Residential Mortgage, Inc. 401(k) Plan reported participants rose from 2,125 in the plan year 2022 filing to 2,667 in the plan year 2023 filing.
- Primary Residential Mortgage, Inc. 401(k) Plan end-of-year assets fell from $83M in the plan year 2022 filing to $79M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 860860478 · Primary Residential Mortgage, Inc. PY 2023 · 401(k)
Primary Residential Mortgage, Inc. 401(k) Plan · $79M · 2,667 · 90th
- PHOTO $79M
- IND 2,667
- EOY 90th
- 5500 401(k)
- ASSETS near Orthosouth 401(k) Profit Sharing Plan
- PCT ind #840
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 Management of Enterprises retirement plans → · Plans in Utah →
Primary Residential Mortgage, Inc. 401(k) Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $83M |
|---|---|
| Net Assets (End of Year) | $79M |
| Net Income | -$4M |
| Employer EIN | 860860478 |
| Plan Effective Date | 1993-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Primary Residential Mortgage, Inc.)
Sponsor-wide plan assets over time
All Primary Residential Mortgage, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $82M 1.2294565349232003% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,125 | $83M |
| 2023 | 1 | 2,667 | $79M |
| 2024 | 1 | 1,097 | $82M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Healthcare Savings Plus 401(k) Plan $6.0B · 46,680
- Deseret 401(k) Plan $5.5B · 24,292
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.7B · 10,088
- Skywest, Inc. Employees' Retirement Plan $1.2B · 15,411
- Autoliv Asp, Inc. Employee Savings and Investment Plan $634M · 4,537
Primary Residential Mortgage, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Orthosouth 401(k) Profit Sharing Plan in TN ($79M); by covered participants it is VI Retirement Plan in IL (2,668 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($79M here).
- Orthosouth 401(k) Profit Sharing Plan (TN) $79M · 354
- David E. Harvey Builders, Inc. Employee Savings Plan (TX) $79M · 577
- International Sos and the International Sos Group of Companies 401(k) Plan (PA) $79M · 1,103
- See's Retirement Plan (CA) $79M · 1,481
Similar participant headcount
Nearest other-state filings by covered participants (2,667 participants); asset peers above are excluded.
- VI Retirement Plan (IL) 2,668 · 1 off
- Convergeone 401(k) Plan (MN) 2,665 · 2 off
- Leviton Manufacturing Co., Inc. Retirement Savings Plan (NY) 2,670 · 3 off
- Los Angeles Truck Centers, LLC 401(k) Plan (CA) 2,670 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.