401(k) · DOL Form 5500 · 2024

Primate Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$4K
Total assets Small plan by assets
3
Participants Small participant base
1st
Percentile by assets National rank
$1,255
Avg per participant Low balance/head
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Official DOL plan name: Primate Investments Retirement Plan · Sponsored by Primate Investments, Inc. · Texas · Other Services

$4K in assets, 3 participants

Primate Investments, Inc.'s Primate Investments Retirement Plan reported $4K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 1st 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.

  • #155 in Other Services (7,719 peers)

Primate Investments, Inc. multi-year trail

Primate Investments, Inc.'s plans moved +720.5% in assets from 2022 to 2024; this filing shows Primate Investments Retirement Plan at $4K / 3 participants.

#155
in Other Services (7,719 peers)
-20.1%
assets change YoY

The plan reported a net loss of $949 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Primate Investments Retirement Plan among the smaller filed plans by assets

Primate Investments Retirement Plan vs every filed plan by assets

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

$3,766 1st percentile higher than 1% 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

Primate Investments Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Primate Investments Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Primate Investments Retirement Plan reported net income fell from $4K in the plan year 2023 filing to -$949 in the plan year 2024 filing.
  • Primate Investments Retirement Plan reported participants fell from 5 in the plan year 2023 filing to 3 in the plan year 2024 filing.
  • Primate Investments Retirement Plan end-of-year assets fell from $5K in the plan year 2023 filing to $4K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 843288272 · Primate Investments, Inc. PY 2024 · 401(k)

Primate Investments Retirement Plan · $4K · 3 · 1st

  • VS-ST $4K
  • BOY 3
  • SCH 1st
  • EBSA 401(k)
  • PART near Tag Solutions, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #155

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 Texas →

Primate Investments Retirement Plan in the asset neighbourhood

Primate Investments Retirement PlanPrimate Investments Retireme…$4KTag Solutions, Inc. 401(k) Profit Sharing PlanTag Solutions, Inc. 401(k) P…$4KCrumbaker Insurance Services 401(k) PlanCrumbaker Insurance Services…$4KMcelderry Enterprises, Inc. 401(k) Profit Sharing PlanMcelderry Enterprises, Inc. …$4KPhotowonder USA Inc. 401(k) Profit Sharing Plan & TrustPhotowonder USA Inc. 401(k) …$4K
End-of-year total assets ($M) among Primate Investments Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Primate Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Primate Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4K 720.479302832244% vs 2022
2024 filing year
$0M 202220232024 $0M $0M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 1 $459
2023 1 5 $5K
2024 1 3 $4K

Primate Investments, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5K
Net Assets (End of Year)$4K
Net Income-$949
Employer EIN843288272
Plan Effective Date2019-10-08
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Primate Investments Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Primate Investments Retirement Plan, Total assets ($B): 0.000003766 · Participants: 3Primate Investments Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Primate Investments Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Primate Investments Retirement Plan side-by-side with 3 peers →

Primate Investments Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Tag Solutions, Inc. 401(k) Profit Sharing Plan in SC ($4K); by covered participants it is Arizona Mortgage & Investments 401(k) Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Primate Investments Retirement Plan assets move in 2024? ▼
Primate Investments Retirement Plan declined sharply - down 20.1% during 2024, from $5K to $4K. Reported net income was -$949.
How have Primate Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Primate Investments, Inc.'s sponsor-wide assets grew 720.5%, from $459 to $4K.
Where does Primate Investments Retirement Plan rank by assets among Form 5500 filers? ▼
Primate Investments Retirement Plan ranks in the 1st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Primate Investments Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tag Solutions, Inc. 401(k) Profit Sharing Plan in SC ($4K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Primate Investments Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Arizona Mortgage & Investments 401(k) Plan in AZ (3 participants, $1M 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 843288272.

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.