401(k) · DOL Form 5500 · 2024

Primary Source Lending, LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
4
Participants Small participant base
62nd
Percentile by assets National rank
$3.4M
Avg per participant High balance/head
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Official DOL plan name: Primary Source Lending LLC 401(k) Profit Sharing Plan · Sponsored by Primary Source Lending, LLC · Utah · Finance & Insurance

$14M in assets, 4 participants

Primary Source Lending, LLC's Primary Source Lending LLC 401(k) Profit Sharing Plan reported $14M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,958 in Finance & Insurance (8,549 peers)

Primary Source Lending, LLC multi-year trail

Primary Source Lending, LLC's plans moved +19.8% in assets from 2022 to 2024; this filing shows Primary Source Lending LLC 401(k) Profit Sharing Plan at $14M / 4 participants.

#3,958
in Finance & Insurance (8,549 peers)
+9.0%
assets growth YoY

Primary Source Lending LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Primary Source Lending LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$13,648,529 Top 38% higher than 62% 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

Primary Source Lending LLC 401(k) Profit Sharing 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. Primary Source Lending LLC 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Primary Source Lending LLC 401(k) Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 852453476 · Primary Source Lending, LLC PY 2024 · 401(k)

Primary Source Lending LLC 401(k) Profit Sharing Plan · $14M · 4 · 62nd

  • EBSA $14M
  • PART 4
  • TYPE 62nd
  • NET 401(k)
  • BOOK near Barrett & Stokely Inc Retirement Readiness 401(k) Plan
  • VS-ST ind #3958

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 Utah →

Primary Source Lending LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Primary Source Lending LLC 401(k) Profit Sharing PlanPrimary Source Lending LLC 4…$14MBarrett & Stokely Inc Retirement Readiness 401(k) PlanBarrett & Stokely Inc Retire…$14MAeon School 401 (K) Plan$14MDetroit Manufacturing Systems, LLC Salaried 401(k) PlanDetroit Manufacturing System…$14MService Payment Plan, Inc. 401(k) and Profit Sharing PlanService Payment Plan, Inc. 4…$14M
End-of-year total assets ($M) among Primary Source Lending LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Primary Source Lending, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Primary Source Lending, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 19.83791075687948% vs 2022
2024 filing year
$11M$12M$13M$14M 202220232024 $11.4M $13.7M ▲ +19.8%
Year Plans Participants Total Assets
2022 1 4 $11M
2023 1 4 $13M
2024 1 4 $14M

Primary Source Lending, LLC filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$1M
Employer EIN852453476
Plan Effective Date2020-08-06
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Primary Source Lending LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Primary Source Lending LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.013648529 · Participants: 4Primary Source Lending LLC 401(k) Profit Sharing PlanIntermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan
Primary Source Lending LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Primary Source Lending LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Primary Source Lending LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Barrett & Stokely Inc Retirement Readiness 401(k) Plan in IN ($14M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Primary Source Lending LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Primary Source Lending LLC 401(k) Profit Sharing Plan grew at a solid clip - up 9.0% during 2024, from $13M to $14M. Reported net income was $1M.
How have Primary Source Lending, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Primary Source Lending, LLC's sponsor-wide assets grew 19.8%, from $11M to $14M.
Which 401(k) plans are similar in size to Primary Source Lending LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Barrett & Stokely Inc Retirement Readiness 401(k) Plan in IN ($14M, 300 participants).
Which 401(k) plans cover a similar participant headcount to Primary Source Lending LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 participants, N/A 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 852453476.

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.