Other · DOL Form 5500 · 2023

The Principia Corporation Retirement Plan

Data updated 2026-08-11

$120M
Total assets
554
Participants
92nd
Percentile by assets
$216,718
Avg per participant
PlainRetire home → About this data

Official DOL plan name: The Principia Corporation Retirement Plan for Faculty & Staff · Sponsored by The Principia Corporation · Missouri · Educational Services

$120M in assets, 554 participants

The Principia Corporation's The Principia Corporation Retirement Plan for Faculty & Staff reported $120M in total assets and 554 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 127,072 plans)
  • #3,245 in Educational Services (3,735 peers)

Where The Principia Corporation Retirement Plan for Faculty & Staff sits by assets

The Principia Corporation Retirement Plan for Faculty & Staff sits in the top 10% of all filed plans by assets, $120M for 554 participants (~$216,718/participant), up 12.3% in 2023.

$120M
total plan assets (2023 EOY)
554
covered participants
92nd
percentile by assets (of 127,072 plans)
$216,718
avg assets per participant

Where The Principia Corporation Retirement Plan for Faculty & Staff sits by total assets

The Principia Corporation Retirement Plan for Faculty & Staff vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$120,061,868 Top 8% higher than 92% of 127,068 filed plans

This plan $0 $2,010,000,000 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 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Principia Corporation Retirement Plan for Faculty & Staff reported net income rose from -$23M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • The Principia Corporation Retirement Plan for Faculty & Staff end-of-year assets rose from $107M in the plan year 2022 filing to $120M in the plan year 2023 filing.
  • The Principia Corporation Retirement Plan for Faculty & Staff reported participants rose from 517 in the plan year 2022 filing to 554 in the plan year 2023 filing.

See the national 2022→2023 release diff →

The Principia Corporation Retirement Plan for Faculty & Staff vs the 2023 asset distribution

By assets, The Principia Corporation Retirement Plan for Faculty & Staff outranks 92% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$107M
Net Assets (End of Year)$120M
Net Income$13M
Employer EIN430652667
Plan Effective Date1926-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Principia Corporation)

$100M$110M$120M$130M$140M 202220232024 $107M $130M ▲ +21.7%
Total plan assets by year, all The Principia Corporation plans on file
Year Plans Participants Total Assets
2022 1 517 $107M
2023 1 554 $120M
2024 1 563 $130M

Nearby Other Plans in Missouri

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

The Principia Corporation Retirement Plan for Faculty & Staff vs. nearby Other plans in Missouri, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants The Principia Corpor…, Total assets ($B): 0.120061868 · Participants: 554The Principia Corpor…Washington Universit…, Total assets ($B): 6.741301721 · Participants: 25521Washington Universit…Children's Mercy Hos…, Total assets ($B): 0.969276726 · Participants: 8984Children's Mercy Hos…Saint Louis Universi…, Total assets ($B): 0.909883587 · Participants: 4784Saint Louis Universi…Cox Savings Incentiv…, Total assets ($B): 0.836087645 · Participants: 12220Cox Savings Incentiv…Bjc 403(b) Plan, Total assets ($B): 0.448402831 · Participants: 5284Bjc 403(b) Plan
The Principia Corporation Retirement Plan for Faculty & Staff vs. nearby Other plans in Missouri, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to The Principia Corporation Retirement Plan for Faculty & Staff by total assets, not by location.

Frequently Asked Questions

How did The Principia Corporation Retirement Plan for Faculty & Staff assets move in 2023?
The Principia Corporation Retirement Plan for Faculty & Staff grew at a solid clip - up 12.3% during 2023, from $107M to $120M. Reported net income was $13M.
How have The Principia Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), The Principia Corporation's sponsor-wide assets grew 21.7%, from $107M to $130M.
Where does The Principia Corporation Retirement Plan for Faculty & Staff rank by assets among Form 5500 filers?
The Principia Corporation Retirement Plan for Faculty & Staff ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to The Principia Corporation Retirement Plan for Faculty & Staff?
Among Other plans in other states, the closest by assets is The Potomac School Tax-Deferred Savings and Retirement Plan in VA ($120M, 245 participants).

Next read for The Principia Corporation Retirement Pla…

Scale reading

Ways to act on The Principia Corporation Retirement Plan for Faculty & Staff's numbers.