Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

The Principia Corporation Retirement Plan for Faculty & Staff

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by The Principia Corporation Β· Missouri Β· Educational Services

What the 2023 filing shows

The Principia Corporation Retirement Plan for Faculty & Staff holds $107M for 517 participants - about $206,731 per participant, down 17.7% over the 2022 plan year.

$107M
total plan assets (2022 EOY)
517
covered participants
$206,731
avg assets per participant
-17.7%
assets change YoY

The plan reported a net loss of $23M for the year β€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$107M
Participants
517
State
Industry
Educational Services

What the Filing Says About The Principia Corporation Retirement Plan for Faculty & Staff

The Principia Corporation Retirement Plan for Faculty & Staff is a Profit Sharing retirement plan sponsored by The Principia Corporation, headquartered in Missouri. As of the 2022 Form 5500 filing, the plan reports $107M in total end-of-year assets and covers 517 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 430652667, and the plan has been effective since 1926-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $130M at the beginning of 2022 to $107M at year-end β€” a decline of 17.7%. Net assets (after liabilities) closed the year at $107M, with reported net income of $-23,060,282 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$130M
Total Assets (End of Year)$107M
Net Assets (End of Year)$107M
Net Income$-23,060,282
Plan TypeProfit Sharing
Employer EIN430652667
Plan Effective Date1926-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Principia Corporation)

Year Plans Participants Total Assets
2022 1 517 $107M
2023 1 554 $120M
2024 1 563 $130M

Nearby Profit Sharing Plans in Missouri

Peer Profit Sharing plans β€” same state, same plan type β€” ranked by total assets.

Frequently Asked Questions

How much money is in the The Principia Corporation Retirement Plan for Faculty & Staff?
As of the 2022 Form 5500 filing, The Principia Corporation Retirement Plan for Faculty & Staff holds $107M in total assets with 517 participants. It is sponsored by The Principia Corporation.
What type of plan is The Principia Corporation Retirement Plan for Faculty & Staff?
The Principia Corporation Retirement Plan for Faculty & Staff is a Profit Sharing plan. It has been effective since 1926-01-01. The plan is filed with the U.S. Department of Labor under EIN 430652667.
Who sponsors the The Principia Corporation Retirement Plan for Faculty & Staff?
The Principia Corporation Retirement Plan for Faculty & Staff is sponsored by The Principia Corporation, located in Missouri. The sponsor's EIN is 430652667 and the plan operates in the Educational Services industry.
How did The Principia Corporation Retirement Plan for Faculty & Staff perform in 2022?
The Principia Corporation Retirement Plan for Faculty & Staff declined by 17.7% during 2022, moving from $130M to $107M in total assets. Net income was $-23,060,282.
Where can I find official filings for The Principia Corporation Retirement Plan for Faculty & Staff?
Official Form 5500 filings for The Principia Corporation Retirement Plan for Faculty & Staff are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 430652667 or plan name at efast.dol.gov.
How does The Principia Corporation Retirement Plan for Faculty & Staff compare to other plans?
You can compare The Principia Corporation Retirement Plan for Faculty & Staff against other Profit Sharing plans on the plan type page, or view plans in Missouri on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) β€” original filing retrieval by EIN 430652667.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.