401(k) · DOL Form 5500 · 2024

Principal Life Insurance Company 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
245
Participants Below avg headcount
86th
Percentile by assets National rank
$249,025
Avg per participant Above avg balance/head
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Official DOL plan name: The Navigator 401(k) Plan · Sponsored by Principal Life Insurance Company · Iowa · Finance & Insurance

$61M in assets, 245 participants

Principal Life Insurance Company's The Navigator 401(k) Plan reported $61M in total assets and 245 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,735 in Finance & Insurance (8,549 peers)

Coverage in Iowa

The Navigator 401(k) Plan covers 245 participants in Iowa, about 40% of the average Iowa filer (state average ~609 per filing). Assets: $61M.

#6,735
in Finance & Insurance (8,549 peers)
+5818.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

The Navigator 401(k) Plan's outsized position by total assets

The Navigator 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$61,011,056 Top 14% higher than 86% of 123,620 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 2024

The Navigator 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Navigator 401(k) Plan sits mid-pack in the medium band (245 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Navigator 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $61M in the plan year 2024 filing.
  • The Navigator 401(k) Plan reported net income rose from $92K in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • The Navigator 401(k) Plan reported participants rose from N/A in the plan year 2023 filing to 245 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 420127290 · Principal Life Insurance Company PY 2024 · 401(k)

The Navigator 401(k) Plan · $61M · 245 · 86th

  • PHOTO $61M
  • PHOTO 245
  • PHOTO 86th
  • PHOTO 401(k)
  • PHOTO near Gene B. Glick Company, Inc. Retirement Plan
  • PHOTO ind #6735

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 Finance & Insurance retirement plans → · Plans in Iowa →

The Navigator 401(k) Plan in the asset neighbourhood

The Navigator 401(k) Plan$61MGene B. Glick Company, Inc. Retirement PlanGene B. Glick Company, Inc. …$61MAscendance Trucks 401(k) Plan$61MMiami Heat Limited Partnership 401(k) Retirement PlanMiami Heat Limited Partnersh…$61MNew England Orthopedic Surgeons, Inc. 401(k) Plan & TrustNew England Orthopedic Surge…$61M
End-of-year total assets ($M) among The Navigator 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$61M
Net Income$3M
Employer EIN420127290
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Principal Life Insurance Company)

Sponsor-wide plan assets over time

All Principal Life Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$1.7B 130.26408291065167% vs 2022
2024 filing year
$0.5B$1B$1.5B$2B 202220232024 $0.74B $1.71B ▲ +131.1%
Year Plans Participants Total Assets
2022 2 41,384 $742M
2023 4 80,191 $1.3B
2024 3 129,388 $1.7B

Nearby 401(k) Plans in Iowa

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

The Navigator 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants The Navigator 401(k) Plan, Total assets ($B): 0.061011056 · Participants: 245The Navigator 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
The Navigator 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare The Navigator 401(k) Plan side-by-side with 3 peers →

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

Outside Iowa, the nearest 401(k) by assets is Gene B. Glick Company, Inc. Retirement Plan in IN ($61M); by covered participants it is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (245 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (245 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Navigator 401(k) Plan assets move in 2024? ▼
The Navigator 401(k) Plan surged - up 5818.4% during 2024, from $1M to $61M. Reported net income was $3M.
How have Principal Life Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Principal Life Insurance Company's sponsor-wide assets grew 130.3%, from $742M to $1.7B.
Where does The Navigator 401(k) Plan rank by assets among Form 5500 filers? ▼
The Navigator 401(k) Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Navigator 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gene B. Glick Company, Inc. Retirement Plan in IN ($61M, 695 participants).
Which 401(k) plans cover a similar participant headcount to The Navigator 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (245 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 420127290.

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.