401(k) · DOL Form 5500 · 2023

Priority Financial Group, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
43
Participants Small participant base
50th
Percentile by assets National rank
$156,522
Avg per participant Above avg balance/head
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Official DOL plan name: Priority Financial Group 401(k) Plan · Sponsored by Priority Financial Group, LLC · Arizona · Finance & Insurance

$7M in assets, 43 participants

Priority Financial Group, LLC's Priority Financial Group 401(k) Plan reported $7M in total assets and 43 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #3,180 in Finance & Insurance (8,869 peers)

Priority Financial Group, LLC multi-year trail

Priority Financial Group, LLC's plans moved +58.4% in assets from 2022 to 2024; this filing shows Priority Financial Group 401(k) Plan at $7M / 43 participants.

#3,180
in Finance & Insurance (8,869 peers)
+26.1%
assets growth YoY

Priority Financial Group 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Priority Financial Group 401(k) Plan vs every filed plan by assets

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

$6,730,462 Top 50% higher than 50% 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

Priority Financial Group 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Priority Financial Group 401(k) Plan is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Priority Financial Group 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Priority Financial Group 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Priority Financial Group 401(k) Plan reported participants rose from 39 in the plan year 2022 filing to 43 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 455280570 · Priority Financial Group, LLC PY 2023 · 401(k)

Priority Financial Group 401(k) Plan · $7M · 43 · 50th

  • PHOTO $7M
  • PHOTO 43
  • PHOTO 50th
  • PHOTO 401(k)
  • PHOTO near World Optics, Inc. 401-K Profit Sharing Plan
  • PHOTO ind #3180

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 Arizona →

Priority Financial Group 401(k) Plan in the asset neighbourhood

Priority Financial Group 401(k) PlanPriority Financial Group 401…$7MWorld Optics, Inc. 401-K Profit Sharing PlanWorld Optics, Inc. 401-K Pro…$7MEmployee Benefit Plan of Pfr Acquisition, LLCEmployee Benefit Plan of Pfr…$7MPecos County Bancshares, Inc. Employee Stock Ownership Plan (with 401(k) Features)Pecos County Bancshares, Inc…$7MBuilding Automation Products, Inc. 401(k) PlanBuilding Automation Products…$7M
End-of-year total assets ($M) among Priority Financial Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Priority Financial Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Priority Financial Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 58.42661318613443% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.34M $8.45M ▲ +58.2%
Year Plans Participants Total Assets
2022 1 39 $5M
2023 1 43 $7M
2024 1 48 $8M

Priority Financial Group, LLC filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN455280570
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Priority Financial Group 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Priority Financial Group 401(k) Plan, Total assets ($B): 0.006730462 · Participants: 43Priority Financial Group 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Priority Financial Group 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Priority Financial Group 401(k) Plan side-by-side with 3 peers →

Priority Financial Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is World Optics, Inc. 401-K Profit Sharing Plan in CA ($7M); by covered participants it is Texas Shafts, Inc. Profit Sharing Plan in TX (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 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 Priority Financial Group 401(k) Plan assets move in 2023? ▼
Priority Financial Group 401(k) Plan grew sharply - up 26.1% during 2023, from $5M to $7M. Reported net income was $1M.
How have Priority Financial Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Priority Financial Group, LLC's sponsor-wide assets grew 58.4%, from $5M to $8M.
Which 401(k) plans are similar in size to Priority Financial Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is World Optics, Inc. 401-K Profit Sharing Plan in CA ($7M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Priority Financial Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas Shafts, Inc. Profit Sharing Plan in TX (43 participants, $3M 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 455280570.

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.