401(k) · DOL Form 5500 · 2024

Primex Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
109
Participants Small participant base
75th
Percentile by assets National rank
$236,148
Avg per participant Above avg balance/head
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Official DOL plan name: Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust · Sponsored by Primex Inc. · Wisconsin · Manufacturing

$26M in assets, 109 participants

Primex Inc.'s Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust reported $26M in total assets and 109 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #11,633 in Manufacturing (17,777 peers)

Coverage in Wisconsin

Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust covers 109 participants in Wisconsin, about 19% of the average Wisconsin filer (state average ~563 per filing). Assets: $26M.

#11,633
in Manufacturing (17,777 peers)
+8.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust's outsized position by total assets

Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust vs every filed plan by assets

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

$25,740,103 Top 25% higher than 75% 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

Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust 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. Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust reported participants fell from 122 in the plan year 2023 filing to 109 in the plan year 2024 filing.
  • Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust end-of-year assets rose from $24M in the plan year 2023 filing to $26M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 391191616 · Primex Inc. PY 2024 · 401(k)

Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust · $26M · 109 · 75th

  • SCH $26M
  • SCH 109
  • SCH 75th
  • SCH 401(k)
  • SCH near Beverly Pathology, Inc. 401(k) Profit Sharing Plan
  • SCH ind #11633

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 Manufacturing retirement plans → · Plans in Wisconsin →

Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust in the asset neighbourhood

Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and TrustPrimex, Inc. and Affiliates …$26MBeverly Pathology, Inc. 401(k) Profit Sharing PlanBeverly Pathology, Inc. 401(…$26MClement Rivers, LLP Profit Sharing and Salary Deferred PlanClement Rivers, LLP Profit S…$26MCfc Retirement Plan$26MThe Thomaston Savings Bank 401(k) Savings & Retirement PlanThe Thomaston Savings Bank 4…$26M
End-of-year total assets ($M) among Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$26M
Net Income$2M
Employer EIN391191616
Plan Effective Date1982-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Primex Inc.)

Sponsor-wide plan assets over time

All Primex Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 23.855629567097917% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $20.8M $25.7M ▲ +23.9%
Year Plans Participants Total Assets
2022 1 153 $21M
2023 1 122 $24M
2024 1 109 $26M

Nearby 401(k) Plans in Wisconsin

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

Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust, Total assets ($B): 0.025740103 · Participants: 109Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and TrustAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust side-by-side with 3 peers →

Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Beverly Pathology, Inc. 401(k) Profit Sharing Plan in CA ($26M); by covered participants it is West Coast Code Consultants Inc. 401(k) Plan in CA (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust assets move in 2024? ▼
Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust grew at a solid clip - up 8.3% during 2024, from $24M to $26M. Reported net income was $2M.
How have Primex Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Primex Inc.'s sponsor-wide assets grew 23.9%, from $21M to $26M.
Where does Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Beverly Pathology, Inc. 401(k) Profit Sharing Plan in CA ($26M, 45 participants).
Which 401(k) plans cover a similar participant headcount to Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is West Coast Code Consultants Inc. 401(k) Plan in CA (109 participants, $12M 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 391191616.

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.