Principal Financial Group, Inc. — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Principal Financial Group, Inc. (EIN 42-1520346) is a plan sponsor located in Des Moines, IA with 5 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 42-1520346
- Location
- Des Moines, IA
- Loaded plans
- 5
- Total reported participants
- 40,820
- Total reported plan assets (EOY)
- $5,887,069,141
- Plans with financial data
- 4
- Plans with provider compensation
- 5
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| The Principal Select Savings Plan | 003 | 17,955 | $4,134,174,305 | 2023 |
| Principal Cash Balance Plan | 005 | 18,231 | $1,699,129,128 | 2023 |
| Principal Pension Plan For Certain Former Agents | 001 | 345 | $27,936,234 | 2023 |
| The Principal Welfare Benefit Plan For Medicare Eligible Retirees | 513 | 863 | $25,829,474 | 2023 |
| Principal Financial Group, Inc. Section 125 Cafeteria Plan | 514 | 3,426 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | The Principal Select Savings Plan | 17,955 | H, C | 20241014100442NAL0026980305001 |
| 2023 | Principal Cash Balance Plan | 18,231 | H, C | 20241014100644NAL0045566384001 |
| 2023 | Principal Pension Plan For Certain Former Agents | 345 | H, C | 20241014100826NAL0053041906001 |
| 2023 | The Principal Welfare Benefit Plan For Medicare Eligible Retirees | 863 | H, C | 20241014103022NAL0053121714001 |
| 2023 | Principal Financial Group, Inc. Section 125 Cafeteria Plan | 3,426 | C | 20241014103103NAL0044158576001 |