Current Snapshot
Latest Year
2024
2024 Participants
145
2024 Assets
$1,833,323
2024 Contributions
$696,976
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 | 2 | 145 | $1,833,323 | $696,976 | $4,807iApproximate average salary by contribution assumption: employee only about $120,168 at 4% or $80,112 at 6%; with 50% employer match about $80,112 at 4% or $53,408 at 6%; with 100% employer match about $60,084 at 4% or $40,056 at 6%. |
| PHS 401(K) PLAN | - | 84 | $1,833,323 | $696,976 | $8,297iApproximate average salary by contribution assumption: employee only about $207,433 at 4% or $138,289 at 6%; with 50% employer match about $138,289 at 4% or $92,193 at 6%; with 100% employer match about $103,717 at 4% or $69,144 at 6%. |
| Principle Health Systems Health and Welfare Benefit Plan | - | 145 | - | - | - |
| 2023 | 2 | 113 | $1,096,252 | $547,718 | $4,847iApproximate average salary by contribution assumption: employee only about $121,177 at 4% or $80,784 at 6%; with 50% employer match about $80,784 at 4% or $53,856 at 6%; with 100% employer match about $60,588 at 4% or $40,392 at 6%. |
| PHS 401(K) PLAN | - | 77 | $1,096,252 | $547,718 | $7,113iApproximate average salary by contribution assumption: employee only about $177,831 at 4% or $118,554 at 6%; with 50% employer match about $118,554 at 4% or $79,036 at 6%; with 100% employer match about $88,915 at 4% or $59,277 at 6%. |
| Principle Health Systems Health and Welfare Benefit Plan | - | 113 | - | - | - |
| 2022 | 2 | 136 | $530,931 | $603,378 | $4,437iApproximate average salary by contribution assumption: employee only about $110,915 at 4% or $73,943 at 6%; with 50% employer match about $73,943 at 4% or $49,296 at 6%; with 100% employer match about $55,458 at 4% or $36,972 at 6%. |
| PHS 401(K) PLAN | - | 136 | $530,931 | $591,964 | $4,353iApproximate average salary by contribution assumption: employee only about $108,817 at 4% or $72,545 at 6%; with 50% employer match about $72,545 at 4% or $48,363 at 6%; with 100% employer match about $54,408 at 4% or $36,272 at 6%. |
| PRINCIPLE HS LLC MEDOVA LIFESTYLE HEALTH PLAN | - | 0 | $0 | $11,414 | - |
| 2021 | 1 | 0 | $69,955 | $591,810 | - |
| PRINCIPLE HS LLC MEDOVA LIFESTYLE HEALTH PLAN | - | 0 | $69,955 | $591,810 | - |
| 2018 | 1 | 92 | $0 | $0 | - |
| PRINCIPLE HS, LLC | - | 92 | - | - | - |