401(k) · DOL Form 5500 · 2023

Principled Dynamics 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
98
Participants Small participant base
40th
Percentile by assets National rank
$39,777
Avg per participant Low balance/head
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Official DOL plan name: Principled Dynamics 401(k) Plan · Sponsored by Principled Dynamics · Ohio · Wholesale Trade

$4M in assets, 98 participants

Principled Dynamics's Principled Dynamics 401(k) Plan reported $4M in total assets and 98 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #1,825 in Wholesale Trade (6,309 peers)

Principled Dynamics multi-year trail

Principled Dynamics's plans moved +35.2% in assets from 2022 to 2024; this filing shows Principled Dynamics 401(k) Plan at $4M / 98 participants.

#1,825
in Wholesale Trade (6,309 peers)
+17.4%
assets growth YoY

Principled Dynamics 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Principled Dynamics 401(k) Plan vs every filed plan by assets

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

$3,898,132 40th percentile higher than 40% 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

Principled Dynamics 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Principled Dynamics 401(k) Plan is a small filing (98 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Principled Dynamics 401(k) Plan reported net income rose from -$901K in the plan year 2022 filing to $578K in the plan year 2023 filing.
  • Principled Dynamics 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Principled Dynamics 401(k) Plan reported participants rose from 90 in the plan year 2022 filing to 98 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 454170498 · Principled Dynamics PY 2023 · 401(k)

Principled Dynamics 401(k) Plan · $4M · 98 · 40th

  • EIN $4M
  • RANK 98
  • PHOTO 40th
  • IND 401(k)
  • EOY near Chicot Memorial Medical Center 401(k) Profit Sharing Plan
  • 5500 ind #1825

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 Wholesale Trade retirement plans → · Plans in Ohio →

Principled Dynamics 401(k) Plan in the asset neighbourhood

Principled Dynamics 401(k) PlanPrincipled Dynamics 401(k) P…$4MChicot Memorial Medical Center 401(k) Profit Sharing PlanChicot Memorial Medical Cent…$4MOndine 401(k) Plan$4MCaroffer 401(k) Plan$4MPowerhouse Animation 401(k) PlanPowerhouse Animation 401(k) …$4M
End-of-year total assets ($M) among Principled Dynamics 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Principled Dynamics multi-year asset trail

Sponsor-wide plan assets over time

All Principled Dynamics plans reported in each filing year

Latest sponsor-wide plan assets
$4M 35.206036504684995% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.32M $4.49M ▲ +35.2%
Year Plans Participants Total Assets
2022 1 90 $3M
2023 1 98 $4M
2024 1 91 $4M

Principled Dynamics filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$578K
Employer EIN454170498
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Principled Dynamics 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Principled Dynamics 401(k) Plan, Total assets ($B): 0.003898132 · Participants: 98Principled Dynamics 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Principled Dynamics 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Principled Dynamics 401(k) Plan side-by-side with 3 peers →

Principled Dynamics 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Chicot Memorial Medical Center 401(k) Profit Sharing Plan in AR ($4M); by covered participants it is Blanco Enterprises 1081. 01(D) Retirement Plan in PR (98 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (98 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 Principled Dynamics 401(k) Plan assets move in 2023? ▼
Principled Dynamics 401(k) Plan grew sharply - up 17.4% during 2023, from $3M to $4M. Reported net income was $578K.
How have Principled Dynamics plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Principled Dynamics's sponsor-wide assets grew 35.2%, from $3M to $4M.
Which 401(k) plans are similar in size to Principled Dynamics 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chicot Memorial Medical Center 401(k) Profit Sharing Plan in AR ($4M, 131 participants).
Which 401(k) plans cover a similar participant headcount to Principled Dynamics 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blanco Enterprises 1081. 01(D) Retirement Plan in PR (98 participants, $81K 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 454170498.

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.