401(k) · DOL Form 5500 · 2024
The Primary School 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 155
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $32,450
- Avg per participant Low balance/head
Official DOL plan name: The Primary School 401(k) Plan · Sponsored by The Primary School · California · Educational Services
$5M in assets, 155 participants
The Primary School's The Primary School 401(k) Plan reported $5M in total assets and 155 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.
- #984 in Educational Services (3,638 peers)
Coverage in California
The Primary School 401(k) Plan covers 155 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $5M.
- #984
- in Educational Services (3,638 peers)
- +22.2%
- assets growth YoY
The Primary School 401(k) Plan's mid-pack asset rank among Educational Services and all filers
The Primary School 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,029,766 42nd percentile higher than 42% 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
The Primary School 401(k) 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. The Primary School 401(k) Plan sits mid-pack in the medium band (155 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Primary School 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $914K in the plan year 2024 filing.
- The Primary School 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- The Primary School 401(k) Plan reported participants fell from 157 in the plan year 2023 filing to 155 in the plan year 2024 filing.
DOL schedule card
Filing strip 371975407 · The Primary School PY 2024 · 401(k)
The Primary School 401(k) Plan · $5M · 155 · 42nd
- EBSA $5M
- EBSA 155
- EBSA 42nd
- EBSA 401(k)
- EBSA near Ansbacher & Schneider, P.a. Profit Sharing Plan
- EBSA ind #984
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 Educational Services retirement plans → · Plans in California →
The Primary School 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $914K |
| Employer EIN | 371975407 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Primary School)
Sponsor-wide plan assets over time
All The Primary School plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 162.91546597583013% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 141 | $3M |
| 2023 | 1 | 157 | $4M |
| 2024 | 2 | 266 | $8M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
The Primary School 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Ansbacher & Schneider, P.a. Profit Sharing Plan in FL ($5M); by covered participants it is Gerresheimer Peachtree City, Inc. 401(k) Plan in GA (155 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (155 participants); asset peers above are excluded.
- Gerresheimer Peachtree City, Inc. 401(k) Plan (GA) 155 · 0 off
- The Fort Walton Machining 401(k) Plan (FL) 155 · 0 off
- Arcos LLC 401(k) Profit Sharing Plan (OH) 155 · 0 off
- Printmail Solutions, Inc. 401(k) Plan (PA) 155 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.