ESOP · DOL Form 5500 · 2023

Primera Engineers, Ltd ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
263
Participants Below avg headcount
36th
Percentile by assets National rank
$12,030
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Primera Engineers ESOP Plan · Sponsored by Primera Engineers, Ltd · Illinois · Professional & Technical Services

$3M in assets, 263 participants

Primera Engineers, Ltd's Primera Engineers ESOP Plan reported $3M in total assets and 263 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,777 in Professional & Technical Services (20,321 peers)

Coverage in Illinois

Primera Engineers ESOP Plan covers 263 participants in Illinois, about 34% of the average Illinois filer (state average ~779 per filing). Assets: $3M.

#6,777
in Professional & Technical Services (20,321 peers)
+49.5%
assets growth YoY

Primera Engineers ESOP Plan's mid-pack asset rank among Professional & Technical Services and all filers

Primera Engineers ESOP Plan vs every filed plan by assets

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

$3,163,802 36th percentile higher than 36% 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

Primera Engineers ESOP 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. Primera Engineers ESOP Plan sits mid-pack in the medium band (263 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Primera Engineers ESOP Plan reported net income rose from $538K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Primera Engineers ESOP Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Primera Engineers ESOP Plan reported participants rose from 221 in the plan year 2022 filing to 263 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 363520747 · Primera Engineers, Ltd PY 2023 · ESOP

Primera Engineers ESOP Plan · $3M · 263 · 36th

  • BOOK $3M
  • BOOK 263
  • BOOK 36th
  • BOOK ESOP
  • BOOK near Keating and Associates, Inc. Employee Stock Ownership Plan
  • BOOK ind #6777

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 What is an ESOP? → · Plans in Illinois →

Primera Engineers ESOP Plan in the asset neighbourhood

Primera Engineers ESOP Plan$3MKeating and Associates, Inc. Employee Stock Ownership PlanKeating and Associates, Inc.…$3MImperial Woodworks, Inc. Employee Stock Ownership PlanImperial Woodworks, Inc. Emp…$3MMonterrey Tile Az Employee Stock Ownership PlanMonterrey Tile Az Employee S…$3MDowneast Machine and Engineering, Inc. Employee Stock Ownership PlanDowneast Machine and Enginee…$3M
End-of-year total assets ($M) among Primera Engineers ESOP Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN363520747
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Primera Engineers, Ltd)

Sponsor-wide plan assets over time

All Primera Engineers, Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$45M 60.63573328307667% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $27.9M $44.8M ▲ +60.6%
Year Plans Participants Total Assets
2022 2 453 $28M
2023 2 546 $37M
2024 2 619 $45M

Nearby ESOP Plans in Illinois

Peer ESOP plans, same state, same plan type, ranked by total assets.

Primera Engineers ESOP Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Primera Engineers ESOP Plan, Total assets ($B): 0.003163802 · Participants: 263Primera Engineers ESOP PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 4.440263476 · Participants: 4738Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.616096816 · Participants: 4251Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.195072662 · Participants: 486Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership Plan
Primera Engineers ESOP Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Primera Engineers ESOP Plan side-by-side with 3 peers →

Primera Engineers ESOP Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Keating and Associates, Inc. Employee Stock Ownership Plan in VA ($3M); by covered participants it is Employee Stock Ownership Plan of Westfield Financial, Inc. in MA (263 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (263 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 Primera Engineers ESOP Plan assets move in 2023? ▼
Primera Engineers ESOP Plan surged - up 49.5% during 2023, from $2M to $3M. Reported net income was $1M.
How have Primera Engineers, Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Primera Engineers, Ltd's sponsor-wide assets grew 60.6%, from $28M to $45M.
Which ESOP plans are similar in size to Primera Engineers ESOP Plan? ▼
Among ESOP plans in other states, the closest by assets is Keating and Associates, Inc. Employee Stock Ownership Plan in VA ($3M, 16 participants).
Which ESOP plans cover a similar participant headcount to Primera Engineers ESOP Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Employee Stock Ownership Plan of Westfield Financial, Inc. in MA (263 participants, $15M 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 363520747.

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.