401(k) · DOL Form 5500 · 2023

Primitives by Kathy, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
112
Participants Small participant base
47th
Percentile by assets National rank
$52,373
Avg per participant Low balance/head
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Official DOL plan name: Primitives by Kathy 401(k) Plan · Sponsored by Primitives by Kathy, Inc. · Pennsylvania · Retail Trade

$6M in assets, 112 participants

Primitives by Kathy, Inc.'s Primitives by Kathy 401(k) Plan reported $6M in total assets and 112 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #4,861 in Retail Trade (8,414 peers)

Coverage in Pennsylvania

Primitives by Kathy 401(k) Plan covers 112 participants in Pennsylvania, about 14% of the average Pennsylvania filer (state average ~822 per filing). Assets: $6M.

#4,861
in Retail Trade (8,414 peers)
+17.0%
assets growth YoY

Primitives by Kathy 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Primitives by Kathy 401(k) Plan vs every filed plan by assets

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

$5,865,785 47th percentile higher than 47% 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

Primitives by Kathy 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. Primitives by Kathy 401(k) Plan sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Primitives by Kathy 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Primitives by Kathy 401(k) Plan reported net income rose from $801K in the plan year 2022 filing to $852K in the plan year 2023 filing.
  • Primitives by Kathy 401(k) Plan reported participants fell from 116 in the plan year 2022 filing to 112 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 233000388 · Primitives by Kathy, Inc. PY 2023 · 401(k)

Primitives by Kathy 401(k) Plan · $6M · 112 · 47th

  • EBSA $6M
  • PART 112
  • TYPE 47th
  • NET 401(k)
  • BOOK near North Central Construction Company Retirement Plan
  • VS-ST ind #4861

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 Retail Trade retirement plans → · Plans in Pennsylvania →

Primitives by Kathy 401(k) Plan in the asset neighbourhood

Primitives by Kathy 401(k) PlanPrimitives by Kathy 401(k) P…$6MNorth Central Construction Company Retirement PlanNorth Central Construction C…$6MHandy Truck Line, Inc. 401(k) Profit Sharing PlanHandy Truck Line, Inc. 401(k…$6MSkate One Corp 401(k) Plan$6MSmith Family Companies, Inc. 401(k) PlanSmith Family Companies, Inc.…$6M
End-of-year total assets ($M) among Primitives by Kathy 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$852K
Employer EIN233000388
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Primitives by Kathy, Inc.)

Sponsor-wide plan assets over time

All Primitives by Kathy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 36.73110447173013% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $5.01M $6.86M ▲ +36.9%
Year Plans Participants Total Assets
2022 1 116 $5M
2023 1 112 $6M
2024 1 94 $7M

Nearby 401(k) Plans in Pennsylvania

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

Primitives by Kathy 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Primitives by Kathy 401(k) Plan, Total assets ($B): 0.005865785 · Participants: 112Primitives by Kathy 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Primitives by Kathy 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Primitives by Kathy 401(k) Plan side-by-side with 3 peers →

Primitives by Kathy 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is North Central Construction Company Retirement Plan in WA ($6M); by covered participants it is A&a Transfer, LLC 401(k) Plan in VA (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Primitives by Kathy 401(k) Plan assets move in 2023? ▼
Primitives by Kathy 401(k) Plan grew sharply - up 17.0% during 2023, from $5M to $6M. Reported net income was $852K.
How have Primitives by Kathy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Primitives by Kathy, Inc.'s sponsor-wide assets grew 36.7%, from $5M to $7M.
Which 401(k) plans are similar in size to Primitives by Kathy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is North Central Construction Company Retirement Plan in WA ($6M, 171 participants).
Which 401(k) plans cover a similar participant headcount to Primitives by Kathy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is A&a Transfer, LLC 401(k) Plan in VA (112 participants, N/A 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 233000388.

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.