ESOP · DOL Form 5500 · 2024

Primary Family Corp. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
61
Participants Small participant base
40th
Percentile by assets National rank
$71,952
Avg per participant Below avg balance/head
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Official DOL plan name: Primary Freight Services, Inc. Employee Stock Ownership Plan · Sponsored by Primary Family Corp. · California · Transportation & Warehousing

$4M in assets, 61 participants

Primary Family Corp.'s Primary Freight Services, Inc. Employee Stock Ownership Plan reported $4M in total assets and 61 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #1,332 in Transportation & Warehousing (3,299 peers)

Primary Family Corp. multi-year trail

Primary Family Corp.'s plans moved -29.3% in assets from 2023 to 2024; this filing shows Primary Freight Services, Inc. Employee Stock Ownership Plan at $4M / 61 participants.

#1,332
in Transportation & Warehousing (3,299 peers)
-29.3%
assets change YoY

Primary Freight Services, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Primary Freight Services, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,389,080 40th percentile higher than 40% 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 Freight Services, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Primary Freight Services, Inc. Employee Stock Ownership Plan is a small filing (61 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Primary Freight Services, Inc. Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2023 filing to $238K in the plan year 2024 filing.
  • Primary Freight Services, Inc. Employee Stock Ownership Plan end-of-year assets fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Primary Freight Services, Inc. Employee Stock Ownership Plan reported participants fell from 64 in the plan year 2023 filing to 61 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 934870645 · Primary Family Corp. PY 2024 · ESOP

Primary Freight Services, Inc. Employee Stock Ownership Plan · $4M · 61 · 40th

  • EIN $4M
  • RANK 61
  • PHOTO 40th
  • IND ESOP
  • EOY near Conie Construction Company Employee Stock Ownership Plan
  • 5500 ind #1332

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 What is an ESOP? → · Plans in California →

Primary Freight Services, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Fk Holdings, Inc. Employee Stock Ownership PlanFk Holdings, Inc. Employee S…$4MTbb Holdings, Inc. Employee Stock Ownership PlanTbb Holdings, Inc. Employee …$4MPrimary Freight Services, Inc. Employee Stock Ownership PlanPrimary Freight Services, In…$4MConie Construction Company Employee Stock Ownership PlanConie Construction Company E…$4MFlow Tech, Inc. Employee Stock Ownership PlanFlow Tech, Inc. Employee Sto…$4M
End-of-year total assets ($M) among Primary Freight Services, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Primary Family Corp. multi-year asset trail

Sponsor-wide plan assets over time

All Primary Family Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 29.296037202912643% vs 2023
2024 filing year
$4M$5M$6M$7M 20232024 $6.21M $4.39M ▼ -29.3%
Year Plans Participants Total Assets
2023 1 64 $6M
2024 1 61 $4M

Primary Family Corp. filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)-$773K
Net Income$238K
Employer EIN934870645
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Primary Freight Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Primary Freight Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00438908 · Participants: 61Primary Freight Services, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Primary Freight Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Primary Freight Services, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Primary Freight Services, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Conie Construction Company Employee Stock Ownership Plan in OH ($4M); by covered participants it is Minn-Dak, Co. Employee Stock Ownership Plan in ND (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 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 Freight Services, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Primary Freight Services, Inc. Employee Stock Ownership Plan declined sharply - down 29.3% during 2024, from $6M to $4M. Reported net income was $238K.
How have Primary Family Corp. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Primary Family Corp.'s sponsor-wide assets declined 29.3%, from $6M to $4M.
Which ESOP plans are similar in size to Primary Freight Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Conie Construction Company Employee Stock Ownership Plan in OH ($4M, 47 participants).
Which ESOP plans cover a similar participant headcount to Primary Freight Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Minn-Dak, Co. Employee Stock Ownership Plan in ND (61 participants, $30M 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 934870645.

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.