401(k) · DOL Form 5500 · 2024

Primerica, Inc. 401(k) Plan

Data updated 2026-08-25

$336M
Total assets Above avg plan size
2,061
Participants Near avg headcount
96th
Percentile by assets National rank
$163,121
Avg per participant Above avg balance/head
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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.

  • #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.

#7,992
in Finance & Insurance (8,549 peers)
+14.9%
assets growth YoY
3.4×
vs typical plan assets (national mean)

Primerica Savings & Investment Plan's outsized position 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

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

Primerica Savings & Investment 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. Primerica Savings & Investment Plan lands in the large band (2,061 participants).

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.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 271204330 · Primerica, Inc. PY 2024 · 401(k)

Primerica Savings & Investment Plan · $336M · 2,061 · 96th

  • PCT $336M
  • PCT 2,061
  • PCT 96th
  • PCT 401(k)
  • PCT near South Central Minnesota Electrical Workers Retirement and 401(k) Plan
  • PCT ind #7992

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 Finance & Insurance retirement plans → · Plans in Georgia →

Primerica Savings & Investment Plan in the asset neighbourhood

Employees Profit Sharing 401(k) Plan of Alfred Benesch & CompanyEmployees Profit Sharing 401…$336MBeyond New Horizons, LLC Employees Savings PlanBeyond New Horizons, LLC Emp…$336MPrimerica Savings & Investment PlanPrimerica Savings & Investme…$336MSouth Central Minnesota Electrical Workers Retirement and 401(k) PlanSouth Central Minnesota Elec…$336MGlanbia Companies 401(k) Plan$336M
End-of-year total assets ($M) among Primerica Savings & Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$293M
Net Assets (End of Year)$336M
Net Income$44M
Employer EIN271204330
Plan Effective Date2010-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Primerica, Inc.)

Sponsor-wide plan assets over time

All Primerica, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$336M 39.31577857774731% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $241M $336M ▲ +39.3%
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 Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Primerica Savings & Investment Plan, Total assets ($B): 0.336191841 · Participants: 2061Primerica Savings & Investment PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Primerica Savings & Investment Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Primerica Savings & Investment Plan side-by-side with 3 peers →

Primerica Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is South Central Minnesota Electrical Workers Retirement and 401(k) Plan in MN ($336M); by covered participants it is Tucson Electric Power Company 401(k) in AZ (2,061 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,061 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 Primerica Savings & Investment Plan assets move in 2024? ▼
Primerica Savings & Investment Plan grew at a solid clip - up 14.9% during 2024, from $293M to $336M. Reported net income was $44M.
How have Primerica, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Primerica, Inc.'s sponsor-wide assets grew 39.3%, from $241M to $336M.
Where does Primerica Savings & Investment Plan rank by assets among Form 5500 filers? ▼
Primerica Savings & Investment Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Primerica Savings & Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is South Central Minnesota Electrical Workers Retirement and 401(k) Plan in MN ($336M, 1,577 participants).
Which 401(k) plans cover a similar participant headcount to Primerica Savings & Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tucson Electric Power Company 401(k) in AZ (2,061 participants, $519M 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 271204330.

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.