Principle USA Inc.
Plan context: Principle USA 401(K) Plan
EIN 26-1849187 • Knoxville, TN • 36 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
95
2024 Assets
$5,368,558
2024 Contributions
$797,046
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 95 | $5,368,558 | $797,046 | $8,390iApproximate average salary by contribution assumption: employee only about $209,749 at 4% or $139,833 at 6%; with 50% employer match about $139,833 at 4% or $93,222 at 6%; with 100% employer match about $104,874 at 4% or $69,916 at 6%. |
| Principle USA 401(K) Plan | - | 95 | $5,368,558 | $797,046 | $8,390iApproximate average salary by contribution assumption: employee only about $209,749 at 4% or $139,833 at 6%; with 50% employer match about $139,833 at 4% or $93,222 at 6%; with 100% employer match about $104,874 at 4% or $69,916 at 6%. |
| 2023 | 1 | 83 | $5,044,611 | $582,450 | $7,017iApproximate average salary by contribution assumption: employee only about $175,437 at 4% or $116,958 at 6%; with 50% employer match about $116,958 at 4% or $77,972 at 6%; with 100% employer match about $87,718 at 4% or $58,479 at 6%. |
| Principle USA 401(K) Plan | - | 83 | $5,044,611 | $582,450 | $7,017iApproximate average salary by contribution assumption: employee only about $175,437 at 4% or $116,958 at 6%; with 50% employer match about $116,958 at 4% or $77,972 at 6%; with 100% employer match about $87,718 at 4% or $58,479 at 6%. |
| 2022 | 6 | 88 | $4,353,850 | $600,223 | $6,821iApproximate average salary by contribution assumption: employee only about $170,518 at 4% or $113,679 at 6%; with 50% employer match about $113,679 at 4% or $75,786 at 6%; with 100% employer match about $85,259 at 4% or $56,839 at 6%. |
| Principle USA 401(K) Plan | - | 88 | $4,353,850 | $600,223 | $6,821iApproximate average salary by contribution assumption: employee only about $170,518 at 4% or $113,679 at 6%; with 50% employer match about $113,679 at 4% or $75,786 at 6%; with 100% employer match about $85,259 at 4% or $56,839 at 6%. |
| Principle Group Basic Life Plan | - | 88 | - | - | - |
| Principle Group Dental Plan | - | 78 | - | - | - |
| Principle Group Disability Plan | - | 88 | - | - | - |
| Principle Group Medical Plan | - | 76 | - | - | - |
| Principle Group Vision Plan | - | 68 | - | - | - |
| 2021 | 6 | 261 | $5,724,080 | $997,382 | $3,821iApproximate average salary by contribution assumption: employee only about $95,535 at 4% or $63,690 at 6%; with 50% employer match about $63,690 at 4% or $42,460 at 6%; with 100% employer match about $47,767 at 4% or $31,845 at 6%. |
| Principle USA 401(K) Plan | - | 149 | $5,724,080 | $997,382 | $6,694iApproximate average salary by contribution assumption: employee only about $167,346 at 4% or $111,564 at 6%; with 50% employer match about $111,564 at 4% or $74,376 at 6%; with 100% employer match about $83,673 at 4% or $55,782 at 6%. |
| Principle Group Vision Plan | - | 217 | - | - | - |
| Principle Group Basic Life Plan | - | 138 | - | - | - |
| Principle Group Dental Plan | - | 261 | - | - | - |
| Principle Group Disability Plan | - | 138 | - | - | - |
| Principle Group Medical Plan | - | 138 | - | - | - |
| 2020 | 4 | 148 | $4,667,420 | $823,095 | $5,561iApproximate average salary by contribution assumption: employee only about $139,036 at 4% or $92,691 at 6%; with 50% employer match about $92,691 at 4% or $61,794 at 6%; with 100% employer match about $69,518 at 4% or $46,345 at 6%. |
| Principle USA 401(K) Plan | - | 148 | $4,667,420 | $823,095 | $5,561iApproximate average salary by contribution assumption: employee only about $139,036 at 4% or $92,691 at 6%; with 50% employer match about $92,691 at 4% or $61,794 at 6%; with 100% employer match about $69,518 at 4% or $46,345 at 6%. |
| Principle Group Basic Life Plan | - | 136 | - | - | - |
| Principle Group Disability Plan | - | 136 | - | - | - |
| Principle Group Medical Plan | - | 125 | - | - | - |
| 2019 | 4 | 102 | $3,368,441 | $539,826 | $5,292iApproximate average salary by contribution assumption: employee only about $132,310 at 4% or $88,207 at 6%; with 50% employer match about $88,207 at 4% or $58,805 at 6%; with 100% employer match about $66,155 at 4% or $44,103 at 6%. |
| Principle USA 401(K) Plan | - | 101 | $3,368,441 | $539,826 | $5,345iApproximate average salary by contribution assumption: employee only about $133,620 at 4% or $89,080 at 6%; with 50% employer match about $89,080 at 4% or $59,387 at 6%; with 100% employer match about $66,810 at 4% or $44,540 at 6%. |
| Principle Group Basic Life Plan | - | 102 | - | - | - |
| Principle Group Disability Plan | - | 102 | - | - | - |
| Principle Group Medical Plan | - | 84 | - | - | - |
| 2018 | 4 | 113 | $2,335,276 | $596,005 | $5,274iApproximate average salary by contribution assumption: employee only about $131,860 at 4% or $87,906 at 6%; with 50% employer match about $87,906 at 4% or $58,604 at 6%; with 100% employer match about $65,930 at 4% or $43,953 at 6%. |
| Principle USA 401(K) Plan | - | 113 | $2,335,276 | $596,005 | $5,274iApproximate average salary by contribution assumption: employee only about $131,860 at 4% or $87,906 at 6%; with 50% employer match about $87,906 at 4% or $58,604 at 6%; with 100% employer match about $65,930 at 4% or $43,953 at 6%. |
| Principle Group Basic Life Plan | - | 112 | - | - | - |
| Principle Group Disability Plan | - | 112 | - | - | - |
| Principle Group Medical Plan | - | 96 | - | - | - |
| 2017 | 3 | 128 | $2,419,097 | $424,569 | $3,317iApproximate average salary by contribution assumption: employee only about $82,924 at 4% or $55,282 at 6%; with 50% employer match about $55,282 at 4% or $36,855 at 6%; with 100% employer match about $41,462 at 4% or $27,641 at 6%. |
| Principle USA 401(K) Plan | - | 128 | $2,419,097 | $424,569 | $3,317iApproximate average salary by contribution assumption: employee only about $82,924 at 4% or $55,282 at 6%; with 50% employer match about $55,282 at 4% or $36,855 at 6%; with 100% employer match about $41,462 at 4% or $27,641 at 6%. |
| Principle Group Disability Plan | - | 127 | - | - | - |
| Principle Group Basic Life Plan | - | 127 | - | - | - |
| 2016 | 1 | 98 | $1,723,055 | $358,545 | $3,659iApproximate average salary by contribution assumption: employee only about $91,466 at 4% or $60,977 at 6%; with 50% employer match about $60,977 at 4% or $40,651 at 6%; with 100% employer match about $45,733 at 4% or $30,489 at 6%. |
| Principle USA 401(K) Plan | - | 98 | $1,723,055 | $358,545 | $3,659iApproximate average salary by contribution assumption: employee only about $91,466 at 4% or $60,977 at 6%; with 50% employer match about $60,977 at 4% or $40,651 at 6%; with 100% employer match about $45,733 at 4% or $30,489 at 6%. |
| 2015 | 1 | 82 | $1,276,359 | $305,921 | $3,731iApproximate average salary by contribution assumption: employee only about $93,269 at 4% or $62,179 at 6%; with 50% employer match about $62,179 at 4% or $41,453 at 6%; with 100% employer match about $46,634 at 4% or $31,090 at 6%. |
| Principle USA 401(K) Plan | - | 82 | $1,276,359 | $305,921 | $3,731iApproximate average salary by contribution assumption: employee only about $93,269 at 4% or $62,179 at 6%; with 50% employer match about $62,179 at 4% or $41,453 at 6%; with 100% employer match about $46,634 at 4% or $31,090 at 6%. |
| 2014 | 1 | 55 | $1,012,243 | $244,795 | $4,451iApproximate average salary by contribution assumption: employee only about $111,270 at 4% or $74,180 at 6%; with 50% employer match about $74,180 at 4% or $49,454 at 6%; with 100% employer match about $55,635 at 4% or $37,090 at 6%. |
| Principle USA 401(K) Plan | - | 55 | $1,012,243 | $244,795 | $4,451iApproximate average salary by contribution assumption: employee only about $111,270 at 4% or $74,180 at 6%; with 50% employer match about $74,180 at 4% or $49,454 at 6%; with 100% employer match about $55,635 at 4% or $37,090 at 6%. |
| 2013 | 1 | 39 | $954,002 | $189,664 | $4,863iApproximate average salary by contribution assumption: employee only about $121,579 at 4% or $81,053 at 6%; with 50% employer match about $81,053 at 4% or $54,035 at 6%; with 100% employer match about $60,790 at 4% or $40,526 at 6%. |
| Principle USA 401(K) Plan | - | 39 | $954,002 | $189,664 | $4,863iApproximate average salary by contribution assumption: employee only about $121,579 at 4% or $81,053 at 6%; with 50% employer match about $81,053 at 4% or $54,035 at 6%; with 100% employer match about $60,790 at 4% or $40,526 at 6%. |
| 2012 | 1 | 34 | $695,437 | $165,206 | $4,859iApproximate average salary by contribution assumption: employee only about $121,475 at 4% or $80,983 at 6%; with 50% employer match about $80,983 at 4% or $53,989 at 6%; with 100% employer match about $60,738 at 4% or $40,492 at 6%. |
| Principle USA 401(K) Plan | - | 34 | $695,437 | $165,206 | $4,859iApproximate average salary by contribution assumption: employee only about $121,475 at 4% or $80,983 at 6%; with 50% employer match about $80,983 at 4% or $53,989 at 6%; with 100% employer match about $60,738 at 4% or $40,492 at 6%. |
| 2011 | 1 | 33 | $479,155 | $179,117 | $5,428iApproximate average salary by contribution assumption: employee only about $135,695 at 4% or $90,463 at 6%; with 50% employer match about $90,463 at 4% or $60,309 at 6%; with 100% employer match about $67,847 at 4% or $45,232 at 6%. |
| Principle USA 401(K) Plan | - | 33 | $479,155 | $179,117 | $5,428iApproximate average salary by contribution assumption: employee only about $135,695 at 4% or $90,463 at 6%; with 50% employer match about $90,463 at 4% or $60,309 at 6%; with 100% employer match about $67,847 at 4% or $45,232 at 6%. |
| 2010 | 1 | 32 | $324,926 | $146,482 | $4,578iApproximate average salary by contribution assumption: employee only about $114,439 at 4% or $76,293 at 6%; with 50% employer match about $76,293 at 4% or $50,862 at 6%; with 100% employer match about $57,220 at 4% or $38,146 at 6%. |
| Principle USA 401(K) Plan | - | 32 | $324,926 | $146,482 | $4,578iApproximate average salary by contribution assumption: employee only about $114,439 at 4% or $76,293 at 6%; with 50% employer match about $76,293 at 4% or $50,862 at 6%; with 100% employer match about $57,220 at 4% or $38,146 at 6%. |