Other · DOL Form 5500 · 2023

The Principia Corporation Retirement Plan

Data updated 2026-08-25

$120M
Total assets Near avg plan size
554
Participants Below avg headcount
92nd
Percentile by assets National rank
$216,718
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#3,245
in Educational Services (3,735 peers)
+12.3%
assets growth YoY
1.2×
vs typical plan assets (national mean)

The Principia Corporation Retirement Plan for Faculty & Staff's outsized position 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 $2,050,000,000 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 2023

The Principia Corporation Retirement Plan for Faculty & Staff among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Principia Corporation Retirement Plan for Faculty & Staff sits mid-pack in the medium band (554 participants).

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 →

Form 5500 schedule snapshot

Filing strip 430652667 · The Principia Corporation PY 2023 · Other

The Principia Corporation Retirement Plan for Faculty & Staff · $120M · 554 · 92nd

  • PCT $120M
  • EIN 554
  • RANK 92nd
  • PHOTO Other
  • IND near The Potomac School Tax-Deferred Savings and Retirement Plan
  • EOY ind #3245

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 Educational Services retirement plans → · Plans in Missouri →

The Principia Corporation Retirement Plan for Faculty & Staff in the asset neighbourhood

Collegiate School Defined Contribution Retirement PlanCollegiate School Defined Co…$121MThe Potomac School Tax-Deferred Savings and Retirement PlanThe Potomac School Tax-Defer…$120MThe Principia Corporation Retirement Plan for Faculty & StaffThe Principia Corporation Re…$120MSourceamerica Tax Deferred Annuity PlanSourceamerica Tax Deferred A…$119MDrummond Company, Inc. Savings Plan for Salaried EmployeesDrummond Company, Inc. Savin…$119M
End-of-year total assets ($M) among The Principia Corporation Retirement Plan for Faculty & Staff and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All The Principia Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$130M 21.718684659590487% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $107M $130M ▲ +21.7%
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 ($B) Participants The Principia Corporation Retirement Plan for Faculty & Staff, Total assets ($B): 0.120061868 · Participants: 554The Principia Corporation Retirement Plan for Faculty & StaffWashington University Retirement Savings Plan, Total assets ($B): 6.741301721 · Participants: 25521Washington University Retirement Savings PlanChildren's Mercy Hospital Tax-Deferred Annuity Retirement Plan, Total assets ($B): 0.969276726 · Participants: 8984Children's Mercy Hospital Tax-Deferred Annuity Retirement PlanSaint Louis University 403(b) Annuity Plan, Total assets ($B): 0.909883587 · Participants: 4784Saint Louis University 403(b) Annuity PlanCox Savings Incentive Plan, Total assets ($B): 0.836087645 · Participants: 12220Cox Savings Incentive PlanBjc 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
Compare The Principia Corporation Retirement Plan for Faculty & Staff side-by-side with 3 peers →

The Principia Corporation Retirement Plan for Faculty & Staff's out-of-state Other peers by assets and headcount

Outside Missouri, the nearest Other by assets is The Potomac School Tax-Deferred Savings and Retirement Plan in VA ($120M); by covered participants it is Harbor Health Services, Inc. 403(b) Plan in MA (554 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (554 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which Other plans cover a similar participant headcount to The Principia Corporation Retirement Plan for Faculty & Staff? ▼
Among Other plans in other states, the closest by covered participants is Harbor Health Services, Inc. 403(b) Plan in MA (554 participants, $39M in assets).

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 430652667.

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.