401(k) · DOL Form 5500 · 2024

Primrose Retirement Communities 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets: 1,150
Participants Near avg headcount: 61st
Percentile by assets National rank: $10,874
Avg per participant Low balance/head

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Official DOL plan name: Primrose Retirement Plan · Sponsored by Primrose Retirement Communities · South Dakota · Real Estate

$13M in assets, 1,150 participants

Primrose Retirement Communities's Primrose Retirement Plan reported $13M in total assets and 1,150 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

#3,557 in Real Estate (4,605 peers)

Coverage in South Dakota

Primrose Retirement Plan covers 1,150 participants in South Dakota, 3.4x the typical South Dakota plan (state average ~340 per filing). Assets: $13M.

#3,557
in Real Estate (4,605 peers): +12.6%
assets growth YoY

Primrose Retirement Plan's mid-pack asset rank among Real Estate and all filers

Primrose Retirement Plan vs every filed plan by assets

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

$12,504,764 Top 39% higher than 61% 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

Primrose Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Primrose Retirement Plan lands in the large band (1,150 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Primrose Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Primrose Retirement Plan reported participants rose from 941 in the plan year 2023 filing to 1,150 in the plan year 2024 filing.
Primrose Retirement Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 460434250 · Primrose Retirement Communities PY 2024 · 401(k)

Primrose Retirement Plan · $13M · 1,150 · 61st

BOY $13M
BOY 1,150
BOY 61st
BOY 401(k)
BOY near Aurora Parts & Accessories 401(k) Plan
BOY ind #3557

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 South Dakota →

End-of-year total assets ($M) among Primrose Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

South Dakota filing particulars

Total Assets (Beginning of Year)	$11M
Net Assets (End of Year)	$13M
Net Income	$1M
Employer EIN	460434250
Plan Effective Date	2008-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Primrose Retirement Communities)

Latest sponsor-wide plan assets: $13M 36.65252797195079% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	879	$9M
2023	1	941	$11M
2024	1	1,150	$13M

Nearby 401(k) Plans in South Dakota

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

Primrose Retirement Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants

Black Hills Corporation 401(k) Retirement Savings Plan $811M · 2,881
Good Samaritan Society 401(k) Plan $278M · 12,199
Poet 401(k) Plan $266M · 2,380
Daktronics, Inc. 401(k) Plan $263M · 2,369
Premier 401(k) Plan $241M · 1,821

Compare Primrose Retirement Plan side-by-side with 3 peers →

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

Outside South Dakota, the nearest 401(k) by assets is Aurora Parts & Accessories 401(k) Plan in IN ($13M); by covered participants it is Windsor House, Inc. 401(k) Savings Plan in OH (1,150 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Aurora Parts & Accessories 401(k) Plan (IN) $13M · 436
Talentburst, Inc. 401(k) Plan (MA) $13M · 1,688
Phillips/May Corporation 401(k) Plan (TX) $13M · 82
Eagle Beverage Company Employee Retirement Savings Plan (NY) $13M · 107

Similar participant headcount

Nearest other-state filings by covered participants (1,150 participants); asset peers above are excluded.

Windsor House, Inc. 401(k) Savings Plan (OH) 1,150 · 0 off
Layton Construction Company, LLC 401(k) Profit Sharing Plan (UT) 1,150 · 0 off
Cassens Transport Company Et Al Union 401(k) Plan (IL) 1,150 · 0 off
Simpeo 401(k) Plan (AL) 1,150 · 0 off

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 Retirement Plan assets move in 2024? ▼

Primrose Retirement Plan grew at a solid clip - up 12.6% during 2024, from $11M to $13M. Reported net income was $1M.

How have Primrose Retirement Communities plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Primrose Retirement Communities's sponsor-wide assets grew 36.7%, from $9M to $13M.

Which 401(k) plans are similar in size to Primrose Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Aurora Parts & Accessories 401(k) Plan in IN ($13M, 436 participants).

Which 401(k) plans cover a similar participant headcount to Primrose Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Windsor House, Inc. 401(k) Savings Plan in OH (1,150 participants, $18M 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 460434250.