Primary Residential Mortgage, Inc. 401(k) Plan

Reviewed by PlainRetire Editorial, Retirement Plans Editorial Team · June 15, 2026

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

Sponsored by Primary Residential Mortgage, Inc. · Utah · Management of Enterprises

What the 2023 filing shows

Primary Residential Mortgage, Inc. 401(k) Plan holds $79M for 2,667 participants — about $29,703 per participant, down 4.3% over the 2023 plan year.

$79M
total plan assets (2023 EOY): 2,667
covered participants: $29,703
avg assets per participant: -4.3%
assets change YoY

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.

Total Assets (2023)

$79M

Participants

2,667

State

Utah

Industry

Management of Enterprises

What the Filing Says About Primary Residential Mortgage, Inc. 401(k) Plan

Primary Residential Mortgage, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Primary Residential Mortgage, Inc., headquartered in Utah. As of the 2023 Form 5500 filing, the plan reports $79M in total end-of-year assets and covers 2,667 participants across the Management of Enterprises industry. The sponsor's EIN on file with the U.S. Department of Labor is 860860478, and the plan has been effective since 1993-08-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $83M at the beginning of 2023 to $79M at year-end — a decline of 4.3%. Net assets (after liabilities) closed the year at $79M, with reported net income of $-3,522,018 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 and can be compared against 2 prior plan-year filings from the same sponsor shown below.

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)	$83M
Total Assets (End of Year)	$79M
Net Assets (End of Year)	$79M
Net Income	$-3,522,018
Plan Type	401(k)
Employer EIN	860860478
Plan Effective Date	1993-08-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Primary Residential Mortgage, Inc.)

Year	Plans	Participants	Total Assets
2022	1	2,125	$83M
2023	1	2,667	$79M
2024	1	1,097	$82M

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Compare Primary Residential Mortgage, Inc. 401(k… side-by-side with 3 peers →

Related Data

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Frequently Asked Questions

How much money is in the Primary Residential Mortgage, Inc. 401(k) Plan? ▼

As of the 2023 Form 5500 filing, Primary Residential Mortgage, Inc. 401(k) Plan holds $79M in total assets with 2,667 participants. It is sponsored by Primary Residential Mortgage, Inc..

What type of plan is Primary Residential Mortgage, Inc. 401(k) Plan? ▼

Primary Residential Mortgage, Inc. 401(k) Plan is a 401(k) plan. It has been effective since 1993-08-01. The plan is filed with the U.S. Department of Labor under EIN 860860478.

Who sponsors the Primary Residential Mortgage, Inc. 401(k) Plan? ▼

Primary Residential Mortgage, Inc. 401(k) Plan is sponsored by Primary Residential Mortgage, Inc., located in Utah. The sponsor's EIN is 860860478 and the plan operates in the Management of Enterprises industry.

How did Primary Residential Mortgage, Inc. 401(k) Plan perform in 2023? ▼

Primary Residential Mortgage, Inc. 401(k) Plan declined by 4.3% during 2023, moving from $83M to $79M in total assets. Net income was $-3,522,018.

Where can I find official filings for Primary Residential Mortgage, Inc. 401(k) Plan? ▼

Official Form 5500 filings for Primary Residential Mortgage, Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 860860478 or plan name at efast.dol.gov.

How does Primary Residential Mortgage, Inc. 401(k) Plan compare to other plans? ▼

You can compare Primary Residential Mortgage, Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Utah on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.