Money Purchase · DOL Form 5500 · 2024

Primary Source Group Corp Money Purchase Plan

Data updated 2026-08-25

$106K
Total assets Small plan by assets
1
Participants Small participant base
6th
Percentile by assets National rank
$105,863
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Primary Source Group Corp., Profit Sharing Plan · Sponsored by Primary Source Group Corp · California · Real Estate

$106K in assets, 1 participants

Primary Source Group Corp's Primary Source Group Corp., Profit Sharing Plan reported $106K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 6th 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.

  • #417 in Real Estate (4,605 peers)

Primary Source Group Corp multi-year trail

Primary Source Group Corp's plans moved +91.0% in assets from 2022 to 2024; this filing shows Primary Source Group Corp., Profit Sharing Plan at $106K / 1 participant.

#417
in Real Estate (4,605 peers)
+29.7%
assets growth YoY

Primary Source Group Corp., Profit Sharing Plan among the smaller filed plans by assets

Primary Source Group Corp., Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$105,863 6th percentile higher than 6% of 123,620 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 2024

Primary Source Group Corp., Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Primary Source Group Corp., Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Primary Source Group Corp., Profit Sharing Plan end-of-year assets rose from $82K in the plan year 2023 filing to $106K in the plan year 2024 filing.
  • Primary Source Group Corp., Profit Sharing Plan reported net income fell from $26K in the plan year 2023 filing to $24K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 954710681 · Primary Source Group Corp PY 2024 · Money Purchase

Primary Source Group Corp., Profit Sharing Plan · $106K · 1 · 6th

  • NET $106K
  • NET 1
  • NET 6th
  • NET Money Purchase
  • NET near Daniel Jurak Dosc Money Purchase Plan & Trust
  • NET ind #417

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 Real Estate retirement plans → · Plans in California →

Primary Source Group Corp., Profit Sharing Plan in the asset neighbourhood

Primary Source Group Corp., Profit Sharing PlanPrimary Source Group Corp., …$106KDaniel Jurak Dosc Money Purchase Plan & TrustDaniel Jurak Dosc Money Purc…$106KFrancisco Correa Jusino Retirement PlanFrancisco Correa Jusino Reti…$105KCardio Services, Inc. Retirement Plan Series 95-1165Cardio Services, Inc. Retire…$98KI Burgos Retirement Plan$98K
End-of-year total assets ($M) among Primary Source Group Corp., Profit Sharing Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Primary Source Group Corp multi-year asset trail

Sponsor-wide plan assets over time

All Primary Source Group Corp plans reported in each filing year

Latest sponsor-wide plan assets
$106K 91.01604085094098% vs 2022
2024 filing year
$0.04M$0.06M$0.08M$0.1M$0.12M 202220232024 $0.06M $0.11M ▲ +83.3%
Year Plans Participants Total Assets
2022 1 1 $55K
2023 1 1 $82K
2024 1 1 $106K

Primary Source Group Corp filing trail (2024)

Total Assets (Beginning of Year)$82K
Net Assets (End of Year)$106K
Net Income$24K
Employer EIN954710681
Plan Effective Date1998-12-22
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in California

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Primary Source Group Corp., Profit Sharing Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Primary Source Group Corp., Profit Sharing Plan, Total assets ($B): 0.000105863 · Participants: 1Primary Source Group Corp., Profit Sharing PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 7.903445624 · Participants: 18550The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.667619665 · Participants: 37013Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 5.016619293 · Participants: 19806University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 3.48261473 · Participants: 24741Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America - Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.321194427 · Participants: 23032Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan
Primary Source Group Corp., Profit Sharing Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Primary Source Group Corp., Profit Sharing Plan side-by-side with 3 peers →

Primary Source Group Corp., Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Daniel Jurak Dosc Money Purchase Plan & Trust in IL ($106K); by covered participants it is Eduardo Mccormack Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Primary Source Group Corp., Profit Sharing Plan assets move in 2024? ▼
Primary Source Group Corp., Profit Sharing Plan grew sharply - up 29.7% during 2024, from $82K to $106K. Reported net income was $24K.
How have Primary Source Group Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Primary Source Group Corp's sponsor-wide assets grew 91.0%, from $55K to $106K.
Where does Primary Source Group Corp., Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Primary Source Group Corp., Profit Sharing Plan ranks in the 6th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Primary Source Group Corp., Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Daniel Jurak Dosc Money Purchase Plan & Trust in IL ($106K, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Primary Source Group Corp., Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Eduardo Mccormack Retirement Plan in PR (1 participant, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 954710681.

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.