401(k) · DOL Form 5500 · 2023

Primary Residential Mortgage, Inc. 401(k) Plan

Data updated 2026-08-11

$79M
Total assets: 2,667
Participants: 90th
Percentile by assets: $29,703
Avg per participant

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.

90th percentile by assets (of 127,072 plans)
#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.

$79M
total plan assets (2023 EOY): 2,667
covered participants: 90th
percentile by assets (of 127,072 plans): $29,703
avg assets per participant

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 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.

See the national 2022→2023 release diff →

State

Utah

Industry

Management of Enterprises

Participants vs Utah filers

In Utah, the average filing covers about 592 participants across 1,280 plans. Primary Residential Mortgage, Inc. 401(k) Plan reports 2,667 participants - 4.5x that state average ($79M EOY assets).

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.)

Total plan assets by year, all Primary Residential Mortgage, Inc. plans on file

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.

Primary Residential Mortgage, Inc. 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants

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

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

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Primary Residential Mortgage, Inc. 401(k) Plan by total assets, not by location.

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

Frequently Asked Questions

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

Primary Residential Mortgage, Inc. 401(k) Plan edged down modestly - down 4.3% during 2023, from $83M to $79M. Reported net income was -$4M.

How have Primary Residential Mortgage, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Primary Residential Mortgage, Inc.'s sponsor-wide assets declined 1.2%, from $83M to $82M.

Where does Primary Residential Mortgage, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼

Primary Residential Mortgage, Inc. 401(k) Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Primary Residential Mortgage, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Orthosouth 401(k) Profit Sharing Plan in TN ($79M, 354 participants).

Next read for Primary Residential Mortgage, Inc. 401(k…

Filing takeaways

Ways to act on Primary Residential Mortgage, Inc. 401(k) Plan's numbers.

By total assets, Primary Residential Mortgage, Inc. 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Utah. Compare plans
Primary Residential Mortgage, Inc.'s sponsor-wide assets have declined 1.2% since 2022 across 3 plan years on file. More Management of Enterprises plans

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 860860478.