401(k) · DOL Form 5500 · 2024

Primrose Holdings LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
159
Participants Small participant base
66th
Percentile by assets National rank
$102,932
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Primrose Holdings LLC 401(k) Plan · Sponsored by Primrose Holdings LLC · Georgia · Healthcare & Social Assistance

$16M in assets, 159 participants

Primrose Holdings LLC's Primrose Holdings LLC 401(k) Plan reported $16M in total assets and 159 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #12,044 in Healthcare & Social Assistance (16,916 peers)

Coverage in Georgia

Primrose Holdings LLC 401(k) Plan covers 159 participants in Georgia, about 15% of the average Georgia filer (state average ~1,096 per filing). Assets: $16M.

#12,044
in Healthcare & Social Assistance (16,916 peers)
+13.3%
assets growth YoY

Primrose Holdings LLC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Primrose Holdings LLC 401(k) Plan vs every filed plan by assets

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

$16,366,212 Top 34% higher than 66% 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

Primrose Holdings LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Primrose Holdings LLC 401(k) Plan sits mid-pack in the medium band (159 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Primrose Holdings LLC 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Primrose Holdings LLC 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Primrose Holdings LLC 401(k) Plan reported participants rose from 150 in the plan year 2023 filing to 159 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 581806932 · Primrose Holdings LLC PY 2024 · 401(k)

Primrose Holdings LLC 401(k) Plan · $16M · 159 · 66th

  • IND $16M
  • EOY 159
  • 5500 66th
  • ASSETS 401(k)
  • PCT near Lutgert Companies Retirement Plan
  • EIN ind #12044

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 Healthcare & Social Assistance retirement plans → · Plans in Georgia →

Primrose Holdings LLC 401(k) Plan in the asset neighbourhood

Primrose Holdings LLC 401(k) PlanPrimrose Holdings LLC 401(k)…$16MLutgert Companies Retirement PlanLutgert Companies Retirement…$16MNorthern Star Generation Services Company LLC 401(k) PlanNorthern Star Generation Ser…$16MStrategic Funding Source Inc 401(k) Profit Sharing Plan and TrustStrategic Funding Source Inc…$16MSpace Needle Retirement Plan$16M
End-of-year total assets ($M) among Primrose Holdings LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN581806932
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Primrose Holdings LLC)

Sponsor-wide plan assets over time

All Primrose Holdings LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 44.51453643231733% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.3M $16.4M ▲ +44.6%
Year Plans Participants Total Assets
2022 1 123 $11M
2023 1 150 $14M
2024 1 159 $16M

Nearby 401(k) Plans in Georgia

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

Primrose Holdings LLC 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Primrose Holdings LLC 401(k) Plan, Total assets ($B): 0.016366212 · Participants: 159Primrose Holdings LLC 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Primrose Holdings LLC 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Primrose Holdings LLC 401(k) Plan side-by-side with 3 peers →

Primrose Holdings LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Lutgert Companies Retirement Plan in FL ($16M); by covered participants it is Innovative Control Systems, Inc. 401(k) Plan in PA (159 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (159 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.

Frequently Asked Questions

How did Primrose Holdings LLC 401(k) Plan assets move in 2024? ▼
Primrose Holdings LLC 401(k) Plan grew at a solid clip - up 13.3% during 2024, from $14M to $16M. Reported net income was $2M.
How have Primrose Holdings LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Primrose Holdings LLC's sponsor-wide assets grew 44.5%, from $11M to $16M.
Which 401(k) plans are similar in size to Primrose Holdings LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lutgert Companies Retirement Plan in FL ($16M, 244 participants).
Which 401(k) plans cover a similar participant headcount to Primrose Holdings LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Innovative Control Systems, Inc. 401(k) Plan in PA (159 participants, N/A 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 581806932.

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.