401(k) · DOL Form 5500 · 2024
Primerica, Inc. 401(k) Plan
Data updated 2026-08-11
- $336M
- Total assets
- 2,061
- Participants
- 96th
- Percentile by assets
- $163,121
- Avg per participant
Official DOL plan name: Primerica Savings & Investment Plan · Sponsored by Primerica, Inc. · Georgia · Finance & Insurance
$336M in assets, 2,061 participants
Primerica, Inc.'s Primerica Savings & Investment Plan reported $336M in total assets and 2,061 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 123,622 plans)
- #7,992 in Finance & Insurance (8,549 peers)
Where Primerica Savings & Investment Plan sits by assets
Primerica Savings & Investment Plan sits in the top 5% of all filed plans by assets, $336M for 2,061 participants (~$163,121/participant), up 14.9% in 2024.
- $336M
- total plan assets (2024 EOY)
- 2,061
- covered participants
- 96th
- percentile by assets (of 123,622 plans)
- $163,121
- avg assets per participant
Where Primerica Savings & Investment Plan sits by total assets
Primerica Savings & Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$336,191,841 Top 4% higher than 96% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Primerica Savings & Investment Plan end-of-year assets rose from $293M in the plan year 2023 filing to $336M in the plan year 2024 filing.
- Primerica Savings & Investment Plan reported net income fell from $51M in the plan year 2023 filing to $44M in the plan year 2024 filing.
- Primerica Savings & Investment Plan reported participants rose from 1,991 in the plan year 2023 filing to 2,061 in the plan year 2024 filing.
Primerica Savings & Investment Plan vs the 2024 asset distribution
By assets, Primerica Savings & Investment Plan outranks 96% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 3.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $293M |
|---|---|
| Net Assets (End of Year) | $336M |
| Net Income | $44M |
| Employer EIN | 271204330 |
| Plan Effective Date | 2010-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Primerica, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,972 | $241M |
| 2023 | 1 | 1,991 | $293M |
| 2024 | 1 | 2,061 | $336M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Primerica Savings & Investment Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
- Delta 401(k) Retirement Plan $19.0B · 89,836
- Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
- UPS 401(k) Savings Plan $14.2B · 95,250
- The Home Depot Futurebuilder $14.1B · 398,464
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Primerica Savings & Investment Plan by total assets, not by location.
Frequently Asked Questions
How did Primerica Savings & Investment Plan assets move in 2024? ▼
How have Primerica, Inc. plan assets changed over time? ▼
Where does Primerica Savings & Investment Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Primerica Savings & Investment Plan? ▼
Next read for Primerica Savings & Investment Plan
Scale reading
Ways to act on Primerica Savings & Investment Plan's numbers.
- By total assets, Primerica Savings & Investment Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Georgia. Compare plans
- Primerica, Inc.'s sponsor-wide assets have grown 39.3% since 2022 across 3 plan years on file. More Finance & Insurance plans