401(k) · DOL Form 5500 · 2023

Primary Aim, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
776
Participants Near avg headcount
52nd
Percentile by assets National rank
$9,478
Avg per participant Low balance/head
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Official DOL plan name: Primary Aim, LLC Retirement Savings Plan · Sponsored by Primary Aim, LLC · Ohio · Food Services & Accommodation

$7M in assets, 776 participants

Primary Aim, LLC's Primary Aim, LLC Retirement Savings Plan reported $7M in total assets and 776 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,163 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Primary Aim, LLC Retirement Savings Plan ranks #3,163 of 3,828 2023 filers by assets (266% of the sector average)-$7M for 776 participants.

#3,163
in Food Services & Accommodation (3,828 peers)
+15.4%
assets growth YoY

Primary Aim, LLC Retirement Savings Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Primary Aim, LLC Retirement Savings Plan vs every filed plan by assets

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

$7,354,616 Top 48% higher than 52% 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

Primary Aim, LLC Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Primary Aim, LLC Retirement Savings Plan sits mid-pack in the medium band (776 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Primary Aim, LLC Retirement Savings Plan reported net income rose from -$615K in the plan year 2022 filing to $982K in the plan year 2023 filing.
  • Primary Aim, LLC Retirement Savings Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 311669790 · Primary Aim, LLC PY 2023 · 401(k)

Primary Aim, LLC Retirement Savings Plan · $7M · 776 · 52nd

  • RANK $7M
  • PHOTO 776
  • IND 52nd
  • EOY 401(k)
  • 5500 near Trailer Bridge, Incorporated Retirement Savings Plan
  • ASSETS ind #3163

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 Food Services & Accommodation retirement plans → · Plans in Ohio →

Primary Aim, LLC Retirement Savings Plan in the asset neighbourhood

Gemco 401(k) Plan$7MPrimary Aim, LLC Retirement Savings PlanPrimary Aim, LLC Retirement …$7MTrailer Bridge, Incorporated Retirement Savings PlanTrailer Bridge, Incorporated…$7MCme Associates, Inc. Retirement Savings PlanCme Associates, Inc. Retirem…$7MCreative Solutions Consulting, Inc 401(k) PlanCreative Solutions Consultin…$7M
End-of-year total assets ($M) among Primary Aim, LLC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$982K
Employer EIN311669790
Plan Effective Date2008-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Primary Aim, LLC)

Sponsor-wide plan assets over time

All Primary Aim, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 5.234697686957916% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M 202220232024 $6.37M $6.71M ▲ +5.3%
Year Plans Participants Total Assets
2022 1 773 $6M
2023 1 776 $7M
2024 1 861 $7M

Nearby 401(k) Plans in Ohio

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

Primary Aim, LLC Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Primary Aim, LLC Retirement Savings Plan, Total assets ($B): 0.007354616 · Participants: 776Primary Aim, LLC Retirement Savings PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Primary Aim, LLC Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Primary Aim, LLC Retirement Savings Plan side-by-side with 3 peers →

Primary Aim, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Trailer Bridge, Incorporated Retirement Savings Plan in FL ($7M); by covered participants it is Brown Automotive Group Ltd 401(k) Profit Sharing Plan & Trust in VA (776 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (776 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 Primary Aim, LLC Retirement Savings Plan assets move in 2023? ▼
Primary Aim, LLC Retirement Savings Plan grew sharply - up 15.4% during 2023, from $6M to $7M. Reported net income was $982K.
How have Primary Aim, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Primary Aim, LLC's sponsor-wide assets grew 5.2%, from $6M to $7M.
Which 401(k) plans are similar in size to Primary Aim, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trailer Bridge, Incorporated Retirement Savings Plan in FL ($7M, 242 participants).
Which 401(k) plans cover a similar participant headcount to Primary Aim, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brown Automotive Group Ltd 401(k) Profit Sharing Plan & Trust in VA (776 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 311669790.

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.