401(k) · DOL Form 5500 · 2023

The Primary School 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
157
Participants Small participant base
41st
Percentile by assets National rank
$26,213
Avg per participant Low balance/head
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Official DOL plan name: The Primary School 401(k) Plan · Sponsored by The Primary School · California · Educational Services

$4M in assets, 157 participants

The Primary School's The Primary School 401(k) Plan reported $4M in total assets and 157 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #1,011 in Educational Services (3,735 peers)

Coverage in California

The Primary School 401(k) Plan covers 157 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $4M.

#1,011
in Educational Services (3,735 peers)
+41.6%
assets growth YoY

The Primary School 401(k) Plan's mid-pack asset rank among Educational Services and all filers

The Primary School 401(k) Plan vs every filed plan by assets

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

$4,115,516 41st percentile higher than 41% 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

The Primary School 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. The Primary School 401(k) Plan sits mid-pack in the medium band (157 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Primary School 401(k) Plan reported net income rose from $328K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Primary School 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • The Primary School 401(k) Plan reported participants rose from 141 in the plan year 2022 filing to 157 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 371975407 · The Primary School PY 2023 · 401(k)

The Primary School 401(k) Plan · $4M · 157 · 41st

  • BOOK $4M
  • VS-ST 157
  • BOY 41st
  • SCH 401(k)
  • EBSA near Tasso Inc. 401(k) Plan
  • PART ind #1011

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 Educational Services retirement plans → · Plans in California →

The Primary School 401(k) Plan in the asset neighbourhood

The Primary School 401(k) PlanThe Primary School 401(k) Pl…$4MTasso Inc. 401(k) Plan$4MLifeway Mobility 401(k) Profit Sharing PlanLifeway Mobility 401(k) Prof…$4MJones Energy, LLC Profit Sharing PlanJones Energy, LLC Profit Sha…$4MCargo Partner Network 401(k) PlanCargo Partner Network 401(k)…$4M
End-of-year total assets ($M) among The Primary School 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN371975407
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Primary School)

Sponsor-wide plan assets over time

All The Primary School plans reported in each filing year

Latest sponsor-wide plan assets
$8M 162.91546597583013% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $2.91M $7.64M ▲ +162.5%
Year Plans Participants Total Assets
2022 1 141 $3M
2023 1 157 $4M
2024 2 266 $8M

Nearby 401(k) Plans in California

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

The Primary School 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Primary School 401(k) Plan, Total assets ($B): 0.004115516 · Participants: 157The Primary School 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
The Primary School 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Primary School 401(k) Plan side-by-side with 3 peers →

The Primary School 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Tasso Inc. 401(k) Plan in WA ($4M); by covered participants it is Atticus Bakery, LLC 401(k) Profit Sharing Plan in CT (157 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (157 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 The Primary School 401(k) Plan assets move in 2023? ▼
The Primary School 401(k) Plan surged - up 41.6% during 2023, from $3M to $4M. Reported net income was $1M.
How have The Primary School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Primary School's sponsor-wide assets grew 162.9%, from $3M to $8M.
Which 401(k) plans are similar in size to The Primary School 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tasso Inc. 401(k) Plan in WA ($4M, 91 participants).
Which 401(k) plans cover a similar participant headcount to The Primary School 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Atticus Bakery, LLC 401(k) Profit Sharing Plan in CT (157 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 371975407.

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.