401(k) · DOL Form 5500 · 2024

Prime Finance Advisor, L.P. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
111
Participants Small participant base
74th
Percentile by assets National rank
$222,619
Avg per participant Above avg balance/head
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Official DOL plan name: Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust · Sponsored by Prime Finance Advisor, L.P. · California · Real Estate

$25M in assets, 111 participants

Prime Finance Advisor, L.P.'s Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust reported $25M in total assets and 111 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #4,033 in Real Estate (4,605 peers)

Coverage in California

Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust covers 111 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $25M.

#4,033
in Real Estate (4,605 peers)
+33.5%
assets growth YoY

Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$24,710,745 Top 26% higher than 74% 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

Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust 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. Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (111 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $19M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust reported participants rose from 99 in the plan year 2023 filing to 111 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 453831678 · Prime Finance Advisor, L.P. PY 2024 · 401(k)

Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust · $25M · 111 · 74th

  • ASSETS $25M
  • PCT 111
  • EIN 74th
  • RANK 401(k)
  • PHOTO near Woburn Foreign Motors, Inc. 401(k) Plan
  • IND ind #4033

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 →

Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & TrustPrime Finance Advisor, L.P. …$25MWoburn Foreign Motors, Inc. 401(k) PlanWoburn Foreign Motors, Inc. …$25MNdi Engineering Company 401(k) Profit Sharing PlanNdi Engineering Company 401(…$25MFirst Bank Employees' 401(k) PlanFirst Bank Employees' 401(k)…$25MBrooks Profit Sharing and 401(k) PlanBrooks Profit Sharing and 40…$25M
End-of-year total assets ($M) among Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$25M
Net Income$6M
Employer EIN453831678
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Prime Finance Advisor, L.P.)

Sponsor-wide plan assets over time

All Prime Finance Advisor, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 80.02935752439193% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $13.7M $24.7M ▲ +80.0%
Year Plans Participants Total Assets
2022 1 82 $14M
2023 1 99 $19M
2024 1 111 $25M

Nearby 401(k) Plans in California

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

Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.024710745 · Participants: 111Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Woburn Foreign Motors, Inc. 401(k) Plan in MA ($25M); by covered participants it is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (111 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust surged - up 33.5% during 2024, from $19M to $25M. Reported net income was $6M.
How have Prime Finance Advisor, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Prime Finance Advisor, L.P.'s sponsor-wide assets grew 80.0%, from $14M to $25M.
Which 401(k) plans are similar in size to Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Woburn Foreign Motors, Inc. 401(k) Plan in MA ($25M, 390 participants).
Which 401(k) plans cover a similar participant headcount to Prime Finance Advisor, L.P. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (111 participants, $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 453831678.

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.