401(k) · DOL Form 5500 · 2024
Primary Aim, LLC 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 861
- Participants Near avg headcount
- 47th
- Percentile by assets National rank
- $7,789
- Avg per participant Low balance/head
Official DOL plan name: Primary Aim, LLC Retirement Savings Plan · Sponsored by Primary Aim, LLC · Ohio · Food Services & Accommodation
$7M in assets, 861 participants
Primary Aim, LLC's Primary Aim, LLC Retirement Savings Plan reported $7M in total assets and 861 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.
- #2,929 in Food Services & Accommodation (3,672 peers)
Food Services & Accommodation sector rank
Within Food Services & Accommodation, Primary Aim, LLC Retirement Savings Plan ranks #2,929 of 3,672 2024 filers by assets (292% of the sector average)-$7M for 861 participants.
- #2,929
- in Food Services & Accommodation (3,672 peers)
- -8.8%
- assets change YoY
The plan reported a net loss of $649K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Primary Aim, LLC Retirement Savings Plan's mid-pack asset rank among Food Services & Accommodation and all filers
Primary Aim, LLC Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,706,099 47th percentile higher than 47% 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
Primary Aim, LLC Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Primary Aim, LLC Retirement Savings Plan sits mid-pack in the medium band (861 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Primary Aim, LLC Retirement Savings Plan reported net income fell from $982K in the plan year 2023 filing to -$649K in the plan year 2024 filing.
- Primary Aim, LLC Retirement Savings Plan reported participants rose from 776 in the plan year 2023 filing to 861 in the plan year 2024 filing.
- Primary Aim, LLC Retirement Savings Plan end-of-year assets fell from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 311669790 · Primary Aim, LLC PY 2024 · 401(k)
Primary Aim, LLC Retirement Savings Plan · $7M · 861 · 47th
- BOOK $7M
- BOOK 861
- BOOK 47th
- BOOK 401(k)
- BOOK near Chem Carriers, LLC 401(k) Plan
- BOOK ind #2929
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 Food Services & Accommodation retirement plans → · Plans in Ohio →
Primary Aim, LLC Retirement Savings Plan in the asset neighbourhood
Food Services & Accommodation filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$649K |
| Employer EIN | 311669790 |
| Plan Effective Date | 2008-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Primary Aim, LLC)
Sponsor-wide plan assets over time
All Primary Aim, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 5.234697686957916% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 773 | $6M |
| 2023 | 1 | 776 | $7M |
| 2024 | 1 | 861 | $7M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Primary Aim, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Chem Carriers, LLC 401(k) Plan in LA ($7M); by covered participants it is Advanced Correctional Healthcare Inc. 401(k) Plan in TN (861 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Chem Carriers, LLC 401(k) Plan (LA) $7M · 122
- Gavs Technologies NA, Inc. 401(k) Plan (NJ) $7M · 285
- We Care Senior Care, Inc. Retirement Plan (WI) $7M · 1,253
- Kimrad Transport 401(k) Plan (TX) $7M · 162
Similar participant headcount
Nearest other-state filings by covered participants (861 participants); asset peers above are excluded.
- Advanced Correctional Healthcare Inc. 401(k) Plan (TN) 861 · 0 off
- Brighton Employment, Inc. Profit Sharing Plan & Trust (MI) 861 · 0 off
- Dmg Mori 401(k) & Profit Sharing Plan (IL) 861 · 0 off
- Go-Mart, Inc. 401(k) Plan (WV) 861 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.