401(k) · DOL Form 5500 · 2023
Primerica, Inc. 401(k) Plan
Data updated 2026-08-25
- $293M
- Total assets Near avg plan size
- 1,991
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $146,939
- Avg per participant Above avg balance/head
Official DOL plan name: Primerica Savings & Investment Plan · Sponsored by Primerica, Inc. · Georgia · Finance & Insurance
$293M in assets, 1,991 participants
Primerica, Inc.'s Primerica Savings & Investment Plan reported $293M in total assets and 1,991 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #8,287 in Finance & Insurance (8,869 peers)
Where Primerica Savings & Investment Plan sits by assets
Primerica Savings & Investment Plan sits in the top 5% of all filed plans by assets, $293M for 1,991 participants (~$146,939/participant), up 21.2% in 2023.
- #8,287
- in Finance & Insurance (8,869 peers)
- +21.2%
- assets growth YoY
- 2.9×
- vs typical plan assets (national mean)
Primerica Savings & Investment Plan's outsized position by total assets
Primerica Savings & Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$292,556,366 Top 4% higher than 96% 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
Primerica Savings & Investment 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. Primerica Savings & Investment Plan lands in the large band (1,991 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Primerica Savings & Investment Plan reported net income rose from -$45M in the plan year 2022 filing to $51M in the plan year 2023 filing.
- Primerica Savings & Investment Plan end-of-year assets rose from $241M in the plan year 2022 filing to $293M in the plan year 2023 filing.
- Primerica Savings & Investment Plan reported participants rose from 1,972 in the plan year 2022 filing to 1,991 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 271204330 · Primerica, Inc. PY 2023 · 401(k)
Primerica Savings & Investment Plan · $293M · 1,991 · 96th
- EBSA $293M
- PART 1,991
- TYPE 96th
- NET 401(k)
- BOOK near Envestnet 401(k) Retirement Plan
- VS-ST ind #8287
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 Georgia →
Primerica Savings & Investment Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $241M |
|---|---|
| Net Assets (End of Year) | $293M |
| Net Income | $51M |
| Employer EIN | 271204330 |
| Plan Effective Date | 2010-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Primerica, Inc.)
Sponsor-wide plan assets over time
All Primerica, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $336M 39.31577857774731% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,972 | $241M |
| 2023 | 1 | 1,991 | $293M |
| 2024 | 1 | 2,061 | $336M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $17.2B · 510,511
- Delta 401(k) Retirement Plan $16.2B · 83,136
- Delta 401(k) Retirement Plan for Pilots $13.7B · 13,283
- UPS 401(k) Savings Plan $13.1B · 102,231
- The Home Depot Futurebuilder $12.6B · 413,365
Primerica Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Envestnet 401(k) Retirement Plan in PA ($293M); by covered participants it is Tucson Electric Power Company 401(k) in AZ (1,991 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($293M here).
- Envestnet 401(k) Retirement Plan (PA) $293M · 1,962
- Hyundai Motor America Profit Sharing Retirement Plan (CA) $293M · 975
- Brightspeed 401(k) Savings Plan (NC) $292M · 3,839
- Wyndham Hotel Group Employee Savings Plan (NJ) $292M · 1,082
Similar participant headcount
Nearest other-state filings by covered participants (1,991 participants); asset peers above are excluded.
- Tucson Electric Power Company 401(k) (AZ) 1,991 · 0 off
- Helzberg Diamonds Savings Plan (MO) 1,991 · 0 off
- Cmg Financial Services 401(k) Plan (CA) 1,990 · 1 off
- US Skilledserve Facilities 401(k) Plan (CA) 1,990 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.