401(k) · DOL Form 5500 · 2024
Prime Holdings Insurance Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 232
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $99,601
- Avg per participant Below avg balance/head
Official DOL plan name: Prime Holdings Insurance Services, Inc. 401(k) Profit Sharing Plan · Sponsored by Prime Holdings Insurance Services, Inc. · Utah · Management of Enterprises
$23M in assets, 232 participants
Prime Holdings Insurance Services, Inc.'s Prime Holdings Insurance Services, Inc. 401(k) Profit Sharing Plan reported $23M in total assets and 232 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #624 in Management of Enterprises (1,133 peers)
Coverage in Utah
Prime Holdings Insurance Services, Inc. 401(k) Profit Sharing Plan covers 232 participants in Utah, about 39% of the average Utah filer (state average ~592 per filing). Assets: $23M.
- #624
- in Management of Enterprises (1,133 peers)
- +22.9%
- assets growth YoY
Prime Holdings Insurance Services, Inc. 401(k) Profit Sharing Plan's outsized position by total assets
Prime Holdings Insurance Services, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,107,325 Top 27% higher than 73% 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
Prime Holdings Insurance Services, Inc. 401(k) Profit Sharing 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. Prime Holdings Insurance Services, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (232 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Prime Holdings Insurance Services, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $19M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- Prime Holdings Insurance Services, Inc. 401(k) Profit Sharing Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Prime Holdings Insurance Services, Inc. 401(k) Profit Sharing Plan reported participants rose from 227 in the plan year 2023 filing to 232 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 363868204 · Prime Holdings Insurance Services, Inc. PY 2024 · 401(k)
Prime Holdings Insurance Services, Inc. 401(k) Profit Sharing Plan · $23M · 232 · 73rd
- VS-ST $23M
- VS-ST 232
- VS-ST 73rd
- VS-ST 401(k)
- VS-ST near Baker Boy, Inc. 401(k) Profit Sharing Plan
- VS-ST ind #624
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 Management of Enterprises retirement plans → · Plans in Utah →
Prime Holdings Insurance Services, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $4M |
| Employer EIN | 363868204 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Prime Holdings Insurance Services, Inc.)
Sponsor-wide plan assets over time
All Prime Holdings Insurance Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 61.334415909484754% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 211 | $14M |
| 2023 | 1 | 227 | $19M |
| 2024 | 1 | 232 | $23M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Health 401(k) Plan $6.8B · 68,360
- Deseret 401(k) Plan $6.1B · 25,301
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.9B · 9,972
- Skywest, Inc. Employees' Retirement Plan $1.4B · 14,259
- Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan $687M · 1,926
Prime Holdings Insurance Services, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Baker Boy, Inc. 401(k) Profit Sharing Plan in ND ($23M); by covered participants it is Aspen Therapy 401(k) Plan in OH (232 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
Similar participant headcount
Nearest other-state filings by covered participants (232 participants); asset peers above are excluded.
- Aspen Therapy 401(k) Plan (OH) 232 · 0 off
- Weiler Forestry 401(k) Plan (GA) 232 · 0 off
- Sentry 401(k) Plan (CA) 232 · 0 off
- Radius Health, Inc. 401(k) Plan (MA) 232 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.