401(k) · DOL Form 5500 · 2024
Primary Aim, LLC 401(k) Plan
Data updated 2026-08-11
- $7M
- Total assets
- 861
- Participants
- 47th
- Percentile by assets
- $7,789
- Avg per participant
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.
- 47th percentile by assets (of 123,622 plans)
- #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.
- $7M
- total plan assets (2024 EOY)
- 861
- covered participants
- 47th
- percentile by assets (of 123,622 plans)
- $7,789
- avg assets per participant
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.
Where Primary Aim, LLC Retirement Savings Plan sits by total assets
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
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.
Rank #2,929 in Food Services & Accommodation
Among 3,672 Food Services & Accommodation plans that filed a Form 5500 for plan year 2024, Primary Aim, LLC Retirement Savings Plan ranks #2,929 by end-of-year assets - about 292% of the sector average of $20M. Nationally it sits in the 47th percentile, a stronger position within its industry than across all filers.
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)
| 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.
Primary Aim, LLC Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Primary Aim, LLC Retirement Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Primary Aim, LLC Retirement Savings Plan assets move in 2024? ▼
How have Primary Aim, LLC plan assets changed over time? ▼
Which 401(k) plans are similar in size to Primary Aim, LLC Retirement Savings Plan? ▼
Next read for Primary Aim, LLC Retirement Savings Plan
Filing takeaways
Ways to act on Primary Aim, LLC Retirement Savings Plan's numbers.
- By total assets, Primary Aim, LLC Retirement Savings Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
- Primary Aim, LLC's sponsor-wide assets have grown 5.2% since 2022 across 3 plan years on file. More Food Services & Accommodation plans