401(k) · DOL Form 5500 · 2023

Primerica, Inc. 401(k) Plan

Data updated 2026-08-11

$293M
Total assets: 1,991
Participants: 96th
Percentile by assets: $146,939
Avg per participant

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.

96th percentile by assets (of 127,072 plans)
#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.

$293M
total plan assets (2023 EOY): 1,991
covered participants: 96th
percentile by assets (of 127,072 plans): $146,939
avg assets per participant

Where Primerica Savings & Investment Plan sits 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 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.

See the national 2022→2023 release diff →

State

Georgia

Industry

Finance & Insurance

Primerica Savings & Investment Plan vs the 2023 asset distribution

By assets, Primerica Savings & Investment Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.9x the national average plan size of $100M (721 average participants).

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.)

Total plan assets by year, all Primerica, Inc. plans on file

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.

Primerica Savings & Investment Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

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

Compare Primerica Savings & Investment Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Primerica Savings & Investment Plan by total assets, not by location.

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

Frequently Asked Questions

How did Primerica Savings & Investment Plan assets move in 2023? ▼

Primerica Savings & Investment Plan grew sharply - up 21.2% during 2023, from $241M to $293M. Reported net income was $51M.

How have Primerica, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Primerica, Inc.'s sponsor-wide assets grew 39.3%, from $241M to $336M.

Where does Primerica Savings & Investment Plan rank by assets among Form 5500 filers? ▼

Primerica Savings & Investment Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Primerica Savings & Investment Plan? ▼

Among 401(k) plans in other states, the closest by assets is Envestnet 401(k) Retirement Plan in PA ($293M, 1,962 participants).

Next read for Primerica Savings & Investment Plan

Scale reading

Ways to act on Primerica Savings & Investment Plan's numbers.

By total assets, Primerica Savings & Investment Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Georgia. Compare plans
Primerica, Inc.'s sponsor-wide assets have grown 39.3% since 2022 across 3 plan years on file. More Finance & Insurance 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 271204330.