Profit Sharing · DOL Form 5500 · 2024

Principal Properties, Inc. Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
8
Participants Small participant base
42nd
Percentile by assets National rank
$617,631
Avg per participant High balance/head
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Official DOL plan name: Principal Properties, Inc. Profit Sharing Plan · Sponsored by Principal Properties, Inc. · Florida · Real Estate

$5M in assets, 8 participants

Principal Properties, Inc.'s Principal Properties, Inc. Profit Sharing Plan reported $5M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,833 in Real Estate (4,605 peers)

What the 2024 filing shows

Principal Properties, Inc. Profit Sharing Plan holds $5M for 8 participants - about $617,631 per participant, in the lower half of filed plans by assets.

#2,833
in Real Estate (4,605 peers)
+2.5%
assets growth YoY

Principal Properties, Inc. Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Principal Properties, Inc. Profit Sharing Plan vs every filed plan by assets

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

$4,941,051 42nd percentile higher than 42% 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

Principal Properties, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Principal Properties, Inc. Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Principal Properties, Inc. Profit Sharing Plan reported net income rose from $64K in the plan year 2023 filing to $124K in the plan year 2024 filing.
  • Principal Properties, Inc. Profit Sharing Plan reported participants fell from 10 in the plan year 2023 filing to 8 in the plan year 2024 filing.
  • Principal Properties, Inc. Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 591770236 · Principal Properties, Inc. PY 2024 · Profit Sharing

Principal Properties, Inc. Profit Sharing Plan · $5M · 8 · 42nd

  • VS-ST $5M
  • VS-ST 8
  • VS-ST 42nd
  • VS-ST Profit Sharing
  • VS-ST near Charles Schwab-Custodian-Keogh Profit Sharing Plan-Louis Bellotti
  • VS-ST ind #2833

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 Real Estate retirement plans → · Plans in Florida →

Principal Properties, Inc. Profit Sharing Plan in the asset neighbourhood

Avox Systems Retirement Savings PlanAvox Systems Retirement Savi…$5MPrincipal Properties, Inc. Profit Sharing PlanPrincipal Properties, Inc. P…$5MCharles Schwab-Custodian-Keogh Profit Sharing Plan-Louis BellottiCharles Schwab-Custodian-Keo…$5MThe 401(a) Profit-Sharing Plan of Health Care for the HomelessThe 401(a) Profit-Sharing Pl…$5MCnc Resource 401(k) Plan$5M
End-of-year total assets ($M) among Principal Properties, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$124K
Employer EIN591770236
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Principal Properties, Inc.)

Sponsor-wide plan assets over time

All Principal Properties, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 4.06522027121547% vs 2022
2024 filing year
$4.7M$4.8M$4.9M$5M 202220232024 $4.75M $4.94M ▲ +4.0%
Year Plans Participants Total Assets
2022 1 10 $5M
2023 1 10 $5M
2024 1 8 $5M

Nearby Profit Sharing Plans in Florida

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

Principal Properties, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Principal Properties, Inc. Profit Sharing Plan, Total assets ($B): 0.004941051 · Participants: 8Principal Properties, Inc. Profit Sharing PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 5.704422812 · Participants: 45185Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.346943817 · Participants: 16046Raymond James Financial, Inc. & Affiliates Profit Sharing PlanShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.486868039 · Participants: 10470Shands Health Care Matched Savings Account 401(a)Orlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.458034121 · Participants: 27976Orlando Health, Inc. Retirement Savings Plan 401aAmerican Maritime Officers Defined Contribution Plan, Total assets ($B): 0.357314038 · Participants: 4201American Maritime Officers Defined Contribution Plan
Principal Properties, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Principal Properties, Inc. Profit Sharing Plan side-by-side with 3 peers →

Principal Properties, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Charles Schwab-Custodian-Keogh Profit Sharing Plan-Louis Bellotti in NJ ($5M); by covered participants it is Neil H. Weintraub, Dds, Sc Profit Sharing Plan in IL (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Principal Properties, Inc. Profit Sharing Plan assets move in 2024? ▼
Principal Properties, Inc. Profit Sharing Plan edged up modestly - up 2.5% during 2024, from $5M to $5M. Reported net income was $124K.
How have Principal Properties, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Principal Properties, Inc.'s sponsor-wide assets grew 4.1%, from $5M to $5M.
Which Profit Sharing plans are similar in size to Principal Properties, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Charles Schwab-Custodian-Keogh Profit Sharing Plan-Louis Bellotti in NJ ($5M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Principal Properties, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Neil H. Weintraub, Dds, Sc Profit Sharing Plan in IL (8 participants, N/A 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 591770236.

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.