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Principal Cash Balance Plan
Principal Financial Group, Inc., Des Moines IA. Employer ID 421520346, plan number 005. Annual reports on file for 2022 to 2024.
Where the money went
Plans that moved money into this one:
- 2022: money from Principal Pension Plan for Certain Former Agents moved in.
- Filed 2022-2024Principal Cash Balance Plan, Principal Financial Group, Inc.
- TodayPrincipal Cash Balance Plan still files. Principal Life Insurance Company keeps the records. That is where to ask.
Records are kept by Principal Life Insurance Company, per the 2024 filing.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
No unusual events.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2022 | 17,865 | 6,002 | Filing |
| 2023 | 18,866 | 5,997 | Filing |
| 2024 | 18,478 | 5,985 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.