401(k) · DOL Form 5500 · 2024

Principle USA, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
83
Participants Small participant base
43rd
Percentile by assets National rank
$64,681
Avg per participant Low balance/head
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Official DOL plan name: Principle USA 401(k) Plan · Sponsored by Principle USA, Inc. · Tennessee · Professional & Technical Services

$5M in assets, 83 participants

Principle USA, Inc.'s Principle USA 401(k) Plan reported $5M in total assets and 83 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,245 in Professional & Technical Services (20,173 peers)

Principle USA, Inc. multi-year trail

Principle USA, Inc.'s plans moved +23.3% in assets from 2022 to 2024; this filing shows Principle USA 401(k) Plan at $5M / 83 participants.

#8,245
in Professional & Technical Services (20,173 peers)
+6.4%
assets growth YoY

Principle USA 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Principle USA 401(k) Plan vs every filed plan by assets

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

$5,368,558 43rd percentile higher than 43% 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

Principle USA 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Principle USA 401(k) Plan is a small filing (83 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Principle USA 401(k) Plan reported net income fell from $691K in the plan year 2023 filing to $324K in the plan year 2024 filing.
  • Principle USA 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Principle USA 401(k) Plan reported participants fell from 88 in the plan year 2023 filing to 83 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 261849187 · Principle USA, Inc. PY 2024 · 401(k)

Principle USA 401(k) Plan · $5M · 83 · 43rd

  • VS-ST $5M
  • BOY 83
  • SCH 43rd
  • EBSA 401(k)
  • PART near Abra Retirement Plan #100g-2
  • TYPE ind #8245

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 Professional & Technical Services retirement plans → · Plans in Tennessee →

Principle USA 401(k) Plan in the asset neighbourhood

Principle USA 401(k) Plan$5MAbra Retirement Plan #100g-2$5MBrays Island Plantation 401(k) Profit Sharing Plan and TrustBrays Island Plantation 401(…$5MGardner Outdoor and Pool Remodeling 401(k) Plan Plan and TrustGardner Outdoor and Pool Rem…$5MStella May Contracting, Inc. 401(k) PlanStella May Contracting, Inc.…$5M
End-of-year total assets ($M) among Principle USA 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Principle USA, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Principle USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 23.305993545942098% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.35M $5.37M ▲ +23.4%
Year Plans Participants Total Assets
2022 1 149 $4M
2023 1 88 $5M
2024 1 83 $5M

Principle USA, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$324K
Employer EIN261849187
Plan Effective Date2009-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Principle USA 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Principle USA 401(k) Plan, Total assets ($B): 0.005368558 · Participants: 83Principle USA 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Principle USA 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Principle USA 401(k) Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest 401(k) by assets is Abra Retirement Plan #100g-2 in CA ($5M); by covered participants it is Pepsi-Cola Bottling Co. of Davenport 401(k) Employee Benefit Plan in IA (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 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 Principle USA 401(k) Plan assets move in 2024? ▼
Principle USA 401(k) Plan grew at a solid clip - up 6.4% during 2024, from $5M to $5M. Reported net income was $324K.
How have Principle USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Principle USA, Inc.'s sponsor-wide assets grew 23.3%, from $4M to $5M.
Which 401(k) plans are similar in size to Principle USA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Abra Retirement Plan #100g-2 in CA ($5M, 72 participants).
Which 401(k) plans cover a similar participant headcount to Principle USA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pepsi-Cola Bottling Co. of Davenport 401(k) Employee Benefit Plan in IA (83 participants, $22M 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 261849187.

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.