401(k) · DOL Form 5500 · 2024
Primeritus Financial Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 230
- Participants Below avg headcount
- 51st
- Percentile by assets National rank
- $35,055
- Avg per participant Low balance/head
Official DOL plan name: Primeritus Financial Services, Inc. 401(k) Profit Sharing Plan · Sponsored by Primeritus Financial Services, Inc. · Tennessee · Professional & Technical Services
$8M in assets, 230 participants
Primeritus Financial Services, Inc.'s Primeritus Financial Services, Inc. 401(k) Profit Sharing Plan reported $8M in total assets and 230 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.
- #9,948 in Professional & Technical Services (20,173 peers)
Coverage in Tennessee
Primeritus Financial Services, Inc. 401(k) Profit Sharing Plan covers 230 participants in Tennessee, about 20% of the average Tennessee filer (state average ~1,126 per filing). Assets: $8M.
- #9,948
- in Professional & Technical Services (20,173 peers)
- +5.7%
- assets growth YoY
Primeritus Financial Services, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Primeritus Financial Services, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,062,676 Top 49% higher than 51% 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
Primeritus Financial 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. Primeritus Financial Services, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (230 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Primeritus Financial Services, Inc. 401(k) Profit Sharing Plan reported net income rose from -$751K in the plan year 2023 filing to $435K in the plan year 2024 filing.
- Primeritus Financial Services, Inc. 401(k) Profit Sharing Plan reported participants fell from 327 in the plan year 2023 filing to 230 in the plan year 2024 filing.
- Primeritus Financial Services, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 454418687 · Primeritus Financial Services, Inc. PY 2024 · 401(k)
Primeritus Financial Services, Inc. 401(k) Profit Sharing Plan · $8M · 230 · 51st
- ASSETS $8M
- PCT 230
- EIN 51st
- RANK 401(k)
- PHOTO near American Nickeloid Company 401(k) Peru Union Salary Deferral Plan
- IND ind #9948
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 Professional & Technical Services retirement plans → · Plans in Tennessee →
Primeritus Financial Services, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $435K |
| Employer EIN | 454418687 |
| Plan Effective Date | 2004-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Primeritus Financial Services, Inc.)
Sponsor-wide plan assets over time
All Primeritus Financial Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 3.779954063613518% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 453 | $8M |
| 2023 | 1 | 327 | $8M |
| 2024 | 1 | 230 | $8M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
Primeritus Financial Services, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is American Nickeloid Company 401(k) Peru Union Salary Deferral Plan in IL ($8M); by covered participants it is Versa Press Inc Employees Retirement Plan and Trust in IL (230 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (230 participants); asset peers above are excluded.
- Versa Press Inc Employees Retirement Plan and Trust (IL) 230 · 0 off
- Mark Miller Subaru, Inc. 401(k) Plan (UT) 230 · 0 off
- Decco, Inc. 401(k) Ps Plan (NH) 230 · 0 off
- Cic Innovation Services, LLC 401(k) Plan (MA) 230 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.