Other · DOL Form 5500 · 2022

Principles, Inc. Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
156
Participants Small participant base
52nd
Percentile by assets National rank
$34,977
Avg per participant Low balance/head
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Official DOL plan name: Impact Tax Deferred Annuity Plan · Sponsored by Principles, Inc. · California · Healthcare & Social Assistance

$5M in assets, 156 participants

Principles, Inc.'s Impact Tax Deferred Annuity Plan reported $5M in total assets and 156 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #11,671 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Impact Tax Deferred Annuity Plan covers 156 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $5M.

#11,671
in Healthcare & Social Assistance (20,060 peers)
+10.4%
assets growth YoY

Impact Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Impact Tax Deferred Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$5,456,436 Top 48% higher than 52% of 139,123 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 2022

Impact Tax Deferred Annuity 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. Impact Tax Deferred Annuity Plan sits mid-pack in the medium band (156 participants).

Published 5500 schedule card

Filing strip 952769659 · Principles, Inc. PY 2022 · Other

Impact Tax Deferred Annuity Plan · $5M · 156 · 52nd

  • RANK $5M
  • PHOTO 156
  • IND 52nd
  • EOY Other
  • 5500 near Primary Care Health Services, Inc. Savings and Retirement Plan
  • ASSETS ind #11671

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Impact Tax Deferred Annuity Plan in the asset neighbourhood

Impact Tax Deferred Annuity PlanImpact Tax Deferred Annuity …$5MPrimary Care Health Services, Inc. Savings and Retirement PlanPrimary Care Health Services…$5MWest Nottingham Academy 403(b)Defined Contribution Retirement PlanWest Nottingham Academy 403(…$5MBrightpoint 403(b) Plan$5MThe Loomis Communities 403(b) Retirement PlanThe Loomis Communities 403(b…$5M
End-of-year total assets ($M) among Impact Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$514K
Employer EIN952769659
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Principles, Inc.)

Sponsor-wide plan assets over time

All Principles, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 62.27130676507523% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $5.46M $8.85M ▲ +62.1%
Year Plans Participants Total Assets
2022 1 156 $5M
2023 1 154 $7M
2024 1 158 $9M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Impact Tax Deferred Annuity Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Impact Tax Deferred Annuity Plan, Total assets ($B): 0.005456436 · Participants: 156Impact Tax Deferred Annuity PlanStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
Impact Tax Deferred Annuity Plan vs. nearby Other plans in California, assets vs. participants
Compare Impact Tax Deferred Annuity Plan side-by-side with 3 peers →

Impact Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Primary Care Health Services, Inc. Savings and Retirement Plan in PA ($5M); by covered participants it is 401(k) Profit-Sharing Plan for Employees of Royal Home Care Services, Inc in PA (156 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (156 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Impact Tax Deferred Annuity Plan assets move in 2022? ▼
Impact Tax Deferred Annuity Plan grew at a solid clip - up 10.4% during 2022, from $5M to $5M. Reported net income was $514K.
How have Principles, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Principles, Inc.'s sponsor-wide assets grew 62.3%, from $5M to $9M.
Which Other plans are similar in size to Impact Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Primary Care Health Services, Inc. Savings and Retirement Plan in PA ($5M, 122 participants).
Which Other plans cover a similar participant headcount to Impact Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is 401(k) Profit-Sharing Plan for Employees of Royal Home Care Services, Inc in PA (156 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 952769659.

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.