401(k) · DOL Form 5500 · 2024
Primrose Management Group Incorporated 401(k) Plan
Data updated 2026-08-25
- $944K
- Total assets Small plan by assets
- 43
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $21,963
- Avg per participant Low balance/head
Official DOL plan name: Primrose Management Group Incorporated 401(k) Profit Sharing Plan · Sponsored by Primrose Management Group Incorporated · Wisconsin · Other Services
$944K in assets, 43 participants
Primrose Management Group Incorporated's Primrose Management Group Incorporated 401(k) Profit Sharing Plan reported $944K in total assets and 43 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.
- #3,562 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Primrose Management Group Incorporated 401(k) Profit Sharing Plan ranks #3,562 of 7,719 2024 filers by assets (2125% of the sector average)-$944K for 43 participants.
- #3,562
- in Other Services (7,719 peers)
- -2.8%
- assets change YoY
The plan reported a net loss of $27K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Primrose Management Group Incorporated 401(k) Profit Sharing Plan among the smaller filed plans by assets
Primrose Management Group Incorporated 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$944,392 23rd percentile higher than 23% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Primrose Management Group Incorporated 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Primrose Management Group Incorporated 401(k) Profit Sharing Plan is a small filing (43 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Primrose Management Group Incorporated 401(k) Profit Sharing Plan reported net income fell from $208K in the plan year 2023 filing to -$27K in the plan year 2024 filing.
- Primrose Management Group Incorporated 401(k) Profit Sharing Plan reported participants rose from 36 in the plan year 2023 filing to 43 in the plan year 2024 filing.
- Primrose Management Group Incorporated 401(k) Profit Sharing Plan end-of-year assets fell from $972K in the plan year 2023 filing to $944K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 832915158 · Primrose Management Group Incorporated PY 2024 · 401(k)
Primrose Management Group Incorporated 401(k) Profit Sharing Plan · $944K · 43 · 23rd
- BOY $944K
- SCH 43
- EBSA 23rd
- PART 401(k)
- TYPE near Lois a Lombardo Dmd 401(k) Plan
- NET ind #3562
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 Other Services retirement plans → · Plans in Wisconsin →
Primrose Management Group Incorporated 401(k) Profit Sharing Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $972K |
|---|---|
| Net Assets (End of Year) | $944K |
| Net Income | -$27K |
| Employer EIN | 832915158 |
| Plan Effective Date | 2018-12-21 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Primrose Management Group Incorporated)
Sponsor-wide plan assets over time
All Primrose Management Group Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $944K 23.674002833892516% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 39 | $764K |
| 2023 | 1 | 36 | $972K |
| 2024 | 1 | 43 | $944K |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Primrose Management Group Incorporated 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Lois a Lombardo Dmd 401(k) Plan in MA ($944K); by covered participants it is Shaker Lane Holding, Inc. 401(k) Profit Sharing Plan in FL (43 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($944K here).
- Lois a Lombardo Dmd 401(k) Plan (MA) $944K · 20
- Reotrade Inc (NJ) $944K · 2
- R & R Holdings, Inc. 401(k) Plan (KS) $945K · 13
- Pivotal Capital Holdings, Inc. 401(k) Plan (AL) $945K · 2
Similar participant headcount
Nearest other-state filings by covered participants (43 participants); 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.