401(k)
2023 plan-year 401(k) DOL Form 5500

Difference Principle, Inc. Employee Retirement Plan

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

Sponsored by Difference Principle, Inc. · Wisconsin · Healthcare & Social Assistance

What the 2023 filing shows

Difference Principle, Inc. Employee Retirement Plan holds $2M for 237 participants — about $7,937 per participant, up 37.7% over the 2023 plan year.

$2M
total plan assets (2023 EOY)
237
covered participants
$7,937
avg assets per participant
+37.7%
assets growth YoY
Total Assets (2023)
$2M
Participants
237
State
Industry
Healthcare & Social Assistance

What the Filing Says About Difference Principle, Inc. Employee Retirement Plan

Difference Principle, Inc. Employee Retirement Plan is a 401(k) retirement plan sponsored by Difference Principle, Inc., headquartered in Wisconsin. As of the 2023 Form 5500 filing, the plan reports $2M in total end-of-year assets and covers 237 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 462088738, and the plan has been effective since 2013-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $1M at the beginning of 2023 to $2M at year-end — a gain of 37.7%. Net assets (after liabilities) closed the year at $2M, with reported net income of $505K 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 — 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)$1M
Total Assets (End of Year)$2M
Net Assets (End of Year)$2M
Net Income$505K
Plan Type401(k)
Employer EIN462088738
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Difference Principle, Inc.)

Year Plans Participants Total Assets
2022 1 215 $1M
2023 1 237 $2M
2024 1 267 $3M

Nearby 401(k) Plans in Wisconsin

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Frequently Asked Questions

How much money is in the Difference Principle, Inc. Employee Retirement Plan?
As of the 2023 Form 5500 filing, Difference Principle, Inc. Employee Retirement Plan holds $2M in total assets with 237 participants. It is sponsored by Difference Principle, Inc..
What type of plan is Difference Principle, Inc. Employee Retirement Plan?
Difference Principle, Inc. Employee Retirement Plan is a 401(k) plan. It has been effective since 2013-01-01. The plan is filed with the U.S. Department of Labor under EIN 462088738.
Who sponsors the Difference Principle, Inc. Employee Retirement Plan?
Difference Principle, Inc. Employee Retirement Plan is sponsored by Difference Principle, Inc., located in Wisconsin. The sponsor's EIN is 462088738 and the plan operates in the Healthcare & Social Assistance industry.
How did Difference Principle, Inc. Employee Retirement Plan perform in 2023?
Difference Principle, Inc. Employee Retirement Plan grew by 37.7% during 2023, moving from $1M to $2M in total assets. Net income was $505K.
Where can I find official filings for Difference Principle, Inc. Employee Retirement Plan?
Official Form 5500 filings for Difference Principle, Inc. Employee Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 462088738 or plan name at efast.dol.gov.
How does Difference Principle, Inc. Employee Retirement Plan compare to other plans?
You can compare Difference Principle, Inc. Employee Retirement Plan against other 401(k) plans on the plan type page, or view plans in Wisconsin 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 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 462088738.

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

Reference: IRS Publication 590-B — 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.