Other · DOL Form 5500 · 2024

Principles, Inc. Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
158
Participants Small participant base
53rd
Percentile by assets National rank
$56,039
Avg per participant Low balance/head
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Official DOL plan name: Impact Tax Deferred Annuity Plan · Sponsored by Principles, Inc. · California · Healthcare & Social Assistance

$9M in assets, 158 participants

Principles, Inc.'s Impact Tax Deferred Annuity Plan reported $9M in total assets and 158 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #9,883 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Impact Tax Deferred Annuity Plan covers 158 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $9M.

#9,883
in Healthcare & Social Assistance (16,916 peers)
+24.3%
assets growth YoY

Impact Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Impact Tax Deferred Annuity Plan vs every filed plan by assets

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

$8,854,230 Top 47% higher than 53% 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

Impact Tax Deferred Annuity 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. Impact Tax Deferred Annuity Plan sits mid-pack in the medium band (158 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Impact Tax Deferred Annuity Plan end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Impact Tax Deferred Annuity Plan reported participants rose from 154 in the plan year 2023 filing to 158 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 952769659 · Principles, Inc. PY 2024 · Other

Impact Tax Deferred Annuity Plan · $9M · 158 · 53rd

  • PHOTO $9M
  • IND 158
  • EOY 53rd
  • 5500 Other
  • ASSETS near Tax-Deferred Annuity Plan for Employees of Health Care for the Homeless, Inc.
  • PCT ind #9883

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Impact Tax Deferred Annuity Plan in the asset neighbourhood

Vista Life Innovations, Inc. 403(b) PlanVista Life Innovations, Inc.…$9MImpact Tax Deferred Annuity PlanImpact Tax Deferred Annuity …$9MTax-Deferred Annuity Plan for Employees of Health Care for the Homeless, Inc.Tax-Deferred Annuity Plan fo…$9MRaices 403b Plan$9MNorth Penn Comprehensive Health Services 403(b) PlanNorth Penn Comprehensive Hea…$9M
End-of-year total assets ($M) among Impact Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN952769659
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Principles, Inc.)

Sponsor-wide plan assets over time

All Principles, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 62.27130676507523% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $5.46M $8.85M ▲ +62.1%
Year Plans Participants Total Assets
2022 1 156 $5M
2023 1 154 $7M
2024 1 158 $9M

Nearby Other Plans in California

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

Impact Tax Deferred Annuity Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Impact Tax Deferred Annuity Plan, Total assets ($B): 0.00885423 · Participants: 158Impact Tax Deferred Annuity PlanStanford Contributory Retirement Plan, Total assets ($B): 12.568126014 · Participants: 22753Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 7.632419022 · Participants: 54954Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 6.931286515 · Participants: 24152Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 5.246676378 · Participants: 10970Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.81831751 · Participants: 20886University of Southern California Tax-Deferred Annuity Plan
Impact Tax Deferred Annuity Plan vs. nearby Other plans in California, assets vs. participants
Compare Impact Tax Deferred Annuity Plan side-by-side with 3 peers →

Impact Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Tax-Deferred Annuity Plan for Employees of Health Care for the Homeless, Inc. in MD ($9M); by covered participants it is Whitefield Academy 403(b) Plan in GA (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 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 Impact Tax Deferred Annuity Plan assets move in 2024? ▼
Impact Tax Deferred Annuity Plan grew sharply - up 24.3% during 2024, from $7M to $9M. Reported net income was $2M.
How have Principles, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Principles, Inc.'s sponsor-wide assets grew 62.3%, from $5M to $9M.
Which Other plans are similar in size to Impact Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Tax-Deferred Annuity Plan for Employees of Health Care for the Homeless, Inc. in MD ($9M, 215 participants).
Which Other plans cover a similar participant headcount to Impact Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Whitefield Academy 403(b) Plan in GA (158 participants, $14M 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 952769659.

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.