401(k) · DOL Form 5500 · 2023

Prime Holdings Insurance Services, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
227
Participants Below avg headcount
71st
Percentile by assets National rank
$82,847
Avg per participant Below avg balance/head
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Official DOL plan name: Prime Holdings Insurance Services, Inc. 401(k) Profit Sharing Plan · Sponsored by Prime Holdings Insurance Services, Inc. · Utah · Management of Enterprises

$19M in assets, 227 participants

Prime Holdings Insurance Services, Inc.'s Prime Holdings Insurance Services, Inc. 401(k) Profit Sharing Plan reported $19M in total assets and 227 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #587 in Management of Enterprises (1,137 peers)

Coverage in Utah

Prime Holdings Insurance Services, Inc. 401(k) Profit Sharing Plan covers 227 participants in Utah, about 38% of the average Utah filer (state average ~592 per filing). Assets: $19M.

#587
in Management of Enterprises (1,137 peers)
+31.3%
assets growth YoY

Prime Holdings Insurance Services, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Prime Holdings Insurance Services, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$18,806,165 Top 29% higher than 71% 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

Prime Holdings Insurance Services, Inc. 401(k) Profit Sharing 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. Prime Holdings Insurance Services, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (227 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Prime Holdings Insurance Services, Inc. 401(k) Profit Sharing Plan reported net income rose from -$286K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Prime Holdings Insurance Services, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $14M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Prime Holdings Insurance Services, Inc. 401(k) Profit Sharing Plan reported participants rose from 211 in the plan year 2022 filing to 227 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 363868204 · Prime Holdings Insurance Services, Inc. PY 2023 · 401(k)

Prime Holdings Insurance Services, Inc. 401(k) Profit Sharing Plan · $19M · 227 · 71st

  • EOY $19M
  • EOY 227
  • EOY 71st
  • EOY 401(k)
  • EOY near Spencer Industries, Inc. Employee Retirement Savings Plan
  • EOY ind #587

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 Management of Enterprises retirement plans → · Plans in Utah →

Prime Holdings Insurance Services, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Prime Holdings Insurance Services, Inc. 401(k) Profit Sharing PlanPrime Holdings Insurance Ser…$19MSpencer Industries, Inc. Employee Retirement Savings PlanSpencer Industries, Inc. Emp…$19MElford, Inc. 401(k) Plan$19MSecurity Mutual Life Insurance Company of New York Career Agents' Profit Sharing PlanSecurity Mutual Life Insuran…$19MSilverado Contractors, Inc. 401(k) PlanSilverado Contractors, Inc. …$19M
End-of-year total assets ($M) among Prime Holdings Insurance Services, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$19M
Net Income$4M
Employer EIN363868204
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Prime Holdings Insurance Services, Inc.)

Sponsor-wide plan assets over time

All Prime Holdings Insurance Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 61.334415909484754% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.3M $23.1M ▲ +61.4%
Year Plans Participants Total Assets
2022 1 211 $14M
2023 1 227 $19M
2024 1 232 $23M

Nearby 401(k) Plans in Utah

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

Prime Holdings Insurance Services, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Prime Holdings Insurance Services, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.018806165 · Participants: 227Prime Holdings Insurance Services, Inc. 401(k) Profit Sharing PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Prime Holdings Insurance Services, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Prime Holdings Insurance Services, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Prime Holdings Insurance Services, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Spencer Industries, Inc. Employee Retirement Savings Plan in IN ($19M); by covered participants it is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (227 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (227 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 Prime Holdings Insurance Services, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Prime Holdings Insurance Services, Inc. 401(k) Profit Sharing Plan surged - up 31.3% during 2023, from $14M to $19M. Reported net income was $4M.
How have Prime Holdings Insurance Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Prime Holdings Insurance Services, Inc.'s sponsor-wide assets grew 61.3%, from $14M to $23M.
Which 401(k) plans are similar in size to Prime Holdings Insurance Services, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Spencer Industries, Inc. Employee Retirement Savings Plan in IN ($19M, 209 participants).
Which 401(k) plans cover a similar participant headcount to Prime Holdings Insurance Services, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (227 participants, $2M 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 363868204.

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.