401(k) · DOL Form 5500 · 2024

Pri Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$311K
Total assets Small plan by assets
5
Participants Small participant base
14th
Percentile by assets National rank
$62,256
Avg per participant Low balance/head
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Official DOL plan name: Pri Enterprises, Inc. 401(k) Plan · Sponsored by Pri Enterprises, Inc. · Wisconsin · Transportation & Warehousing

$311K in assets, 5 participants

Pri Enterprises, Inc.'s Pri Enterprises, Inc. 401(k) Plan reported $311K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 14th 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.

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

Pri Enterprises, Inc. multi-year trail

Pri Enterprises, Inc.'s plans moved -26.3% in assets from 2022 to 2024; this filing shows Pri Enterprises, Inc. 401(k) Plan at $311K / 5 participants.

#457
in Transportation & Warehousing (3,299 peers)
-11.3%
assets change YoY

The plan reported a net loss of $39K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pri Enterprises, Inc. 401(k) Plan among the smaller filed plans by assets

Pri Enterprises, Inc. 401(k) Plan vs every filed plan by assets

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

$311,281 14th percentile higher than 14% 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

Pri Enterprises, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pri Enterprises, Inc. 401(k) Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pri Enterprises, Inc. 401(k) Plan reported net income rose from -$71K in the plan year 2023 filing to -$39K in the plan year 2024 filing.
  • Pri Enterprises, Inc. 401(k) Plan reported participants fell from 6 in the plan year 2023 filing to 5 in the plan year 2024 filing.
  • Pri Enterprises, Inc. 401(k) Plan end-of-year assets fell from $351K in the plan year 2023 filing to $311K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 872606513 · Pri Enterprises, Inc. PY 2024 · 401(k)

Pri Enterprises, Inc. 401(k) Plan · $311K · 5 · 14th

  • EIN $311K
  • RANK 5
  • PHOTO 14th
  • IND 401(k)
  • EOY near Me & You Investments Inc. 401(k) Plan
  • 5500 ind #457

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 Transportation & Warehousing retirement plans → · Plans in Wisconsin →

Pri Enterprises, Inc. 401(k) Plan in the asset neighbourhood

Pri Enterprises, Inc. 401(k) PlanPri Enterprises, Inc. 401(k)…$311KMe & You Investments Inc. 401(k) PlanMe & You Investments Inc. 40…$311KCci 401(k) Trust$311KMonarch Logistics Inc. 401(k) PlanMonarch Logistics Inc. 401(k…$311KKru's Delivery Services Inc. 401(k) PlanKru's Delivery Services Inc.…$311K
End-of-year total assets ($M) among Pri Enterprises, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pri Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Pri Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$311K 26.259795514199354% vs 2022
2024 filing year
$0.25M$0.3M$0.35M$0.4M$0.45M 202220232024 $0.42M $0.31M ▼ -26.2%
Year Plans Participants Total Assets
2022 1 N/A $422K
2023 1 6 $351K
2024 1 5 $311K

Pri Enterprises, Inc. filing trail (2024)

Total Assets (Beginning of Year)$351K
Net Assets (End of Year)$311K
Net Income-$39K
Employer EIN872606513
Plan Effective Date2021-09-10
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Pri Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Pri Enterprises, Inc. 401(k) Plan, Total assets ($B): 0.000311281 · Participants: 5Pri Enterprises, Inc. 401(k) PlanAdvocate 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
Pri Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Pri Enterprises, Inc. 401(k) Plan side-by-side with 3 peers →

Pri Enterprises, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Me & You Investments Inc. 401(k) Plan in TX ($311K); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($311K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Pri Enterprises, Inc. 401(k) Plan assets move in 2024? ▼
Pri Enterprises, Inc. 401(k) Plan pulled back noticeably - down 11.3% during 2024, from $351K to $311K. Reported net income was -$39K.
How have Pri Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pri Enterprises, Inc.'s sponsor-wide assets declined 26.3%, from $422K to $311K.
Where does Pri Enterprises, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Pri Enterprises, Inc. 401(k) Plan ranks in the 14th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Pri Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Me & You Investments Inc. 401(k) Plan in TX ($311K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Pri Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nasr Psychiatric Services 401(k) Plan in IN (5 participants, N/A 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 872606513.

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.