401(k) · DOL Form 5500 · 2023

Primrose Holdings LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
150
Participants Small participant base
66th
Percentile by assets National rank
$96,285
Avg per participant Below avg balance/head
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Official DOL plan name: Primrose Holdings LLC 401(k) Plan · Sponsored by Primrose Holdings LLC · Georgia · Healthcare & Social Assistance

$14M in assets, 150 participants

Primrose Holdings LLC's Primrose Holdings LLC 401(k) Plan reported $14M in total assets and 150 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #12,652 in Healthcare & Social Assistance (17,684 peers)

Coverage in Georgia

Primrose Holdings LLC 401(k) Plan covers 150 participants in Georgia, about 14% of the average Georgia filer (state average ~1,096 per filing). Assets: $14M.

#12,652
in Healthcare & Social Assistance (17,684 peers)
+27.5%
assets growth YoY

Primrose Holdings LLC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Primrose Holdings LLC 401(k) Plan vs every filed plan by assets

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

$14,442,762 Top 34% higher than 66% 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

Primrose Holdings LLC 401(k) 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. Primrose Holdings LLC 401(k) Plan sits mid-pack in the medium band (150 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Primrose Holdings LLC 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Primrose Holdings LLC 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Primrose Holdings LLC 401(k) Plan reported participants rose from 123 in the plan year 2022 filing to 150 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 581806932 · Primrose Holdings LLC PY 2023 · 401(k)

Primrose Holdings LLC 401(k) Plan · $14M · 150 · 66th

  • NET $14M
  • BOOK 150
  • VS-ST 66th
  • BOY 401(k)
  • SCH near Generations Community Federal Credit Union 401(k) Plan
  • EBSA ind #12652

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 Healthcare & Social Assistance retirement plans → · Plans in Georgia →

Primrose Holdings LLC 401(k) Plan in the asset neighbourhood

Primrose Holdings LLC 401(k) PlanPrimrose Holdings LLC 401(k)…$14MGenerations Community Federal Credit Union 401(k) PlanGenerations Community Federa…$14MAscella Technologies Inc. 401(k) PlanAscella Technologies Inc. 40…$14MF&e Aircraft Maintenance 401(k) PlanF&e Aircraft Maintenance 401…$14MNorthern Human Services 403(b) PlanNorthern Human Services 403(…$14M
End-of-year total assets ($M) among Primrose Holdings LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN581806932
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Primrose Holdings LLC)

Sponsor-wide plan assets over time

All Primrose Holdings LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 44.51453643231733% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.3M $16.4M ▲ +44.6%
Year Plans Participants Total Assets
2022 1 123 $11M
2023 1 150 $14M
2024 1 159 $16M

Nearby 401(k) Plans in Georgia

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

Primrose Holdings LLC 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Primrose Holdings LLC 401(k) Plan, Total assets ($B): 0.014442762 · Participants: 150Primrose Holdings LLC 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Primrose Holdings LLC 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Primrose Holdings LLC 401(k) Plan side-by-side with 3 peers →

Primrose Holdings LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Generations Community Federal Credit Union 401(k) Plan in TX ($14M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (150 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 Primrose Holdings LLC 401(k) Plan assets move in 2023? ▼
Primrose Holdings LLC 401(k) Plan grew sharply - up 27.5% during 2023, from $11M to $14M. Reported net income was $3M.
How have Primrose Holdings LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Primrose Holdings LLC's sponsor-wide assets grew 44.5%, from $11M to $16M.
Which 401(k) plans are similar in size to Primrose Holdings LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Generations Community Federal Credit Union 401(k) Plan in TX ($14M, 194 participants).
Which 401(k) plans cover a similar participant headcount to Primrose Holdings LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 participants, $867K 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 581806932.

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.