401(k) · DOL Form 5500 · 2022
PRINCIPLE 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 371
- Participants Below avg headcount
- 60th
- Percentile by assets National rank
- $21,532
- Avg per participant Low balance/head
Official DOL plan name: Principle 401(k) Plan · Sponsored by PRINCIPLE · Texas · Retail Trade
$8M in assets, 371 participants
PRINCIPLE's Principle 401(k) Plan reported $8M in total assets and 371 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.
- #6,743 in Retail Trade (9,519 peers)
PRINCIPLE multi-year trail
PRINCIPLE's plans moved +52.0% in assets from 2022 to 2024; this filing shows Principle 401(k) Plan at $8M / 371 participants.
- #6,743
- in Retail Trade (9,519 peers)
- -13.4%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Principle 401(k) Plan's mid-pack asset rank among Retail Trade and all filers
Principle 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,988,226 Top 40% higher than 60% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Principle 401(k) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Principle 401(k) Plan sits mid-pack in the medium band (371 participants).
DOL schedule card
Filing strip 465664401 · PRINCIPLE PY 2022 · 401(k)
Principle 401(k) Plan · $8M · 371 · 60th
- BOY $8M
- BOY 371
- BOY 60th
- BOY 401(k)
- BOY near Kobayashi Healthcare International, Inc. 401(k) Plan
- BOY ind #6743
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 Texas →
Principle 401(k) Plan in the asset neighbourhood
PRINCIPLE multi-year asset trail
Sponsor-wide plan assets over time
All PRINCIPLE plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 52.00884401618081% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 371 | $8M |
| 2023 | 1 | 411 | $10M |
| 2024 | 1 | 392 | $12M |
PRINCIPLE filing trail (2022)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$1M |
| Employer EIN | 465664401 |
| Plan Effective Date | 2017-06-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Principle 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Kobayashi Healthcare International, Inc. 401(k) Plan in GA ($8M); by covered participants it is Intersect Ent, Inc. Retirement Trust in CA (371 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (371 participants); asset peers above are excluded.
- Intersect Ent, Inc. Retirement Trust (CA) 371 · 0 off
- Richmond Area Multi-Services, Inc. 401(k) Profit Sharing Plan & Trust (CA) 371 · 0 off
- Amerisafe, Inc. 401(k) Plan (LA) 371 · 0 off
- Gencor Industries, Inc. Retirement Savings Plan (FL) 371 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.