401(k) · DOL Form 5500 · 2024

Primitives by Kathy, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
94
Participants Small participant base
48th
Percentile by assets National rank
$72,936
Avg per participant Below avg balance/head
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Official DOL plan name: Primitives by Kathy 401(k) Plan · Sponsored by Primitives by Kathy, Inc. · Pennsylvania · Retail Trade

$7M in assets, 94 participants

Primitives by Kathy, Inc.'s Primitives by Kathy 401(k) Plan reported $7M in total assets and 94 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #4,698 in Retail Trade (8,048 peers)

Primitives by Kathy, Inc. multi-year trail

Primitives by Kathy, Inc.'s plans moved +36.7% in assets from 2022 to 2024; this filing shows Primitives by Kathy 401(k) Plan at $7M / 94 participants.

#4,698
in Retail Trade (8,048 peers)
+16.9%
assets growth YoY

Primitives by Kathy 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Primitives by Kathy 401(k) Plan vs every filed plan by assets

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

$6,855,956 48th percentile higher than 48% 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

Primitives by Kathy 401(k) 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. Primitives by Kathy 401(k) Plan is a small filing (94 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Primitives by Kathy 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Primitives by Kathy 401(k) Plan reported net income rose from $852K in the plan year 2023 filing to $990K in the plan year 2024 filing.
  • Primitives by Kathy 401(k) Plan reported participants fell from 112 in the plan year 2023 filing to 94 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 233000388 · Primitives by Kathy, Inc. PY 2024 · 401(k)

Primitives by Kathy 401(k) Plan · $7M · 94 · 48th

  • ASSETS $7M
  • PCT 94
  • EIN 48th
  • RANK 401(k)
  • PHOTO near Alltech Beverage Division, LLC 401(k) Retirement Plan
  • IND ind #4698

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 Retail Trade retirement plans → · Plans in Pennsylvania →

Primitives by Kathy 401(k) Plan in the asset neighbourhood

Primitives by Kathy 401(k) PlanPrimitives by Kathy 401(k) P…$7MAlltech Beverage Division, LLC 401(k) Retirement PlanAlltech Beverage Division, L…$7MInterstate Gratings LLC 401(k) Profit Sharing PlanInterstate Gratings LLC 401(…$7MCommunity Newspapers, Inc. Retirement Plan for EmployeesCommunity Newspapers, Inc. R…$7MWorld of Wonder Productions, Inc. 401(k) Profit Sharing PlanWorld of Wonder Productions,…$7M
End-of-year total assets ($M) among Primitives by Kathy 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Primitives by Kathy, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Primitives by Kathy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 36.73110447173013% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $5.01M $6.86M ▲ +36.9%
Year Plans Participants Total Assets
2022 1 116 $5M
2023 1 112 $6M
2024 1 94 $7M

Primitives by Kathy, Inc. filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$990K
Employer EIN233000388
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Primitives by Kathy 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Primitives by Kathy 401(k) Plan, Total assets ($B): 0.006855956 · Participants: 94Primitives by Kathy 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Primitives by Kathy 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Primitives by Kathy 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Alltech Beverage Division, LLC 401(k) Retirement Plan in KY ($7M); by covered participants it is Premier Forge Group Retirment Plan in IN (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 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 Primitives by Kathy 401(k) Plan assets move in 2024?
Primitives by Kathy 401(k) Plan grew sharply - up 16.9% during 2024, from $6M to $7M. Reported net income was $990K.
How have Primitives by Kathy, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Primitives by Kathy, Inc.'s sponsor-wide assets grew 36.7%, from $5M to $7M.
Which 401(k) plans are similar in size to Primitives by Kathy 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Alltech Beverage Division, LLC 401(k) Retirement Plan in KY ($7M, 86 participants).
Which 401(k) plans cover a similar participant headcount to Primitives by Kathy 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Premier Forge Group Retirment Plan in IN (94 participants, $3M in assets).