401(k) · DOL Form 5500 · 2024

Primary Residential Mortgage, Inc. 401(k) Plan

Data updated 2026-08-25

$82M
Total assets Below avg plan size
1,097
Participants Near avg headcount
89th
Percentile by assets National rank
$74,505
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Primary Residential Mortgage, Inc. 401(k) Plan · Sponsored by Primary Residential Mortgage, Inc. · Utah · Management of Enterprises

$82M in assets, 1,097 participants

Primary Residential Mortgage, Inc.'s Primary Residential Mortgage, Inc. 401(k) Plan reported $82M in total assets and 1,097 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #845 in Management of Enterprises (1,133 peers)

Where Primary Residential Mortgage, Inc. 401(k) Plan sits by assets

Primary Residential Mortgage, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $82M for 1,097 participants (~$74,505/participant), up 3.2% in 2024.

#845
in Management of Enterprises (1,133 peers)
+3.2%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Primary Residential Mortgage, Inc. 401(k) Plan's outsized position by total assets

Primary Residential Mortgage, Inc. 401(k) Plan vs every filed plan by assets

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

$81,732,361 Top 11% higher than 89% 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 Residential Mortgage, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Primary Residential Mortgage, Inc. 401(k) Plan lands in the large band (1,097 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Primary Residential Mortgage, Inc. 401(k) Plan reported net income rose from -$4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Primary Residential Mortgage, Inc. 401(k) Plan reported participants fell from 2,667 in the plan year 2023 filing to 1,097 in the plan year 2024 filing.
  • Primary Residential Mortgage, Inc. 401(k) Plan end-of-year assets rose from $79M in the plan year 2023 filing to $82M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 860860478 · Primary Residential Mortgage, Inc. PY 2024 · 401(k)

Primary Residential Mortgage, Inc. 401(k) Plan · $82M · 1,097 · 89th

  • BOOK $82M
  • BOOK 1,097
  • BOOK 89th
  • BOOK 401(k)
  • BOOK near Cambridge Systematics, Inc. 401(k) Plan
  • BOOK ind #845

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 Management of Enterprises retirement plans → · Plans in Utah →

Primary Residential Mortgage, Inc. 401(k) Plan in the asset neighbourhood

Menzies Aviation (USA), Inc. 401(k) PlanMenzies Aviation (USA), Inc.…$82MPrimary Residential Mortgage, Inc. 401(k) PlanPrimary Residential Mortgage…$82MCambridge Systematics, Inc. 401(k) PlanCambridge Systematics, Inc. …$82MAmicus Therapeutics, Inc. 401(k) PlanAmicus Therapeutics, Inc. 40…$82MLifecore Biomedical 401(k) PlanLifecore Biomedical 401(k) P…$82M
End-of-year total assets ($M) among Primary Residential Mortgage, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$79M
Net Assets (End of Year)$82M
Net Income$3M
Employer EIN860860478
Plan Effective Date1993-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Primary Residential Mortgage, Inc.)

Sponsor-wide plan assets over time

All Primary Residential Mortgage, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$82M 1.2294565349232003% vs 2022
2024 filing year
$78M$80M$82M$84M 202220232024 $82.8M $81.7M ▼ -1.2%
Year Plans Participants Total Assets
2022 1 2,125 $83M
2023 1 2,667 $79M
2024 1 1,097 $82M

Nearby 401(k) Plans in Utah

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

Primary Residential Mortgage, Inc. 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Primary Residential Mortgage, Inc. 401(k) Plan, Total assets ($B): 0.081732361 · Participants: 1097Primary Residential Mortgage, Inc. 401(k) PlanIntermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan
Primary Residential Mortgage, Inc. 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Primary Residential Mortgage, Inc. 401(k) Plan side-by-side with 3 peers →

Primary Residential Mortgage, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Cambridge Systematics, Inc. 401(k) Plan in MA ($82M); by covered participants it is Mizkan America, Inc. Retirement Savings Plan in IL (1,097 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($82M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,097 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 Residential Mortgage, Inc. 401(k) Plan assets move in 2024? ▼
Primary Residential Mortgage, Inc. 401(k) Plan edged up modestly - up 3.2% during 2024, from $79M to $82M. Reported net income was $3M.
How have Primary Residential Mortgage, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Primary Residential Mortgage, Inc.'s sponsor-wide assets declined 1.2%, from $83M to $82M.
Where does Primary Residential Mortgage, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Primary Residential Mortgage, Inc. 401(k) Plan ranks in the 89th 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 Primary Residential Mortgage, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cambridge Systematics, Inc. 401(k) Plan in MA ($82M, 236 participants).
Which 401(k) plans cover a similar participant headcount to Primary Residential Mortgage, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mizkan America, Inc. Retirement Savings Plan in IL (1,097 participants, $124M 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 860860478.

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.