Profit Sharing · DOL Form 5500 · 2022
Princeton University Profit Sharing Plan
Data updated 2026-08-25
- $1.8B
- Total assets Very large vs avg
- 8,141
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $224,771
- Avg per participant Above avg balance/head
Official DOL plan name: Princeton University Retirement Plan · Sponsored by Princeton University · New Jersey · Educational Services
$1.8B in assets, 8,141 participants
Princeton University's Princeton University Retirement Plan reported $1.8B in total assets and 8,141 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #3,989 in Educational Services (4,024 peers)
Coverage in New Jersey
Princeton University Retirement Plan covers 8,141 participants in New Jersey, 9.6x the typical New Jersey plan (state average ~844 per filing). Assets: $1.8B.
- #3,989
- in Educational Services (4,024 peers)
- -12.1%
- assets change YoY
- 18×
- vs typical plan assets (national mean)
The plan reported a net loss of $251M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Princeton University Retirement Plan's outsized position by total assets
Princeton University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,829,863,121 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Princeton University Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Princeton University Retirement Plan lands in the large band (8,141 participants).
Form 5500 schedule snapshot
Filing strip 210634501 · Princeton University PY 2022 · Profit Sharing
Princeton University Retirement Plan · $1.8B · 8,141 · 99th
- VS-ST $1.8B
- VS-ST 8,141
- VS-ST 99th
- VS-ST Profit Sharing
- VS-ST near Tax Deferred Savings Plan of Novant Health, Inc.
- VS-ST ind #3989
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 Educational Services retirement plans → · Plans in New Jersey →
Princeton University Retirement Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $2.1B |
|---|---|
| Net Assets (End of Year) | $1.8B |
| Net Income | -$251M |
| Employer EIN | 210634501 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Princeton University)
Sponsor-wide plan assets over time
All Princeton University plans reported in each filing year
- Latest sponsor-wide plan assets
- $4.1B 31.642651742691918% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 15,768 | $3.1B |
| 2023 | 2 | 16,411 | $3.7B |
| 2024 | 2 | 17,596 | $4.1B |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.2B · 2,189
- Operating Engineers Local 825 Profit Sharing Fund $1.3B · 10,006
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.3B · 8,556
- IBEW Local Union No 102 Surety Plan $593M · 3,061
- Consolidated Defined Contribution Plan of Hackensack Meridian Health $252M · 7,144
Scale composition for Princeton University Retirement Plan
Princeton University Retirement Plan reports $1.8B in end-of-year assets across 8,141 participants (0.015% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $224,771 per participant (1.6x the national average assets-per-participant) . Net income for plan year 2022 was -$251M.
This plan identity (EIN 210634501, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.8B to $2.4B (+31.3%) while covered participants moved from 8,141 to 8,833 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,141 | $1.8B | This page |
| 2023 | 8,456 | $2.1B | Open filing |
| 2024 · index core | 8,833 | $2.4B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Princeton University Retirement Plan (Money Purchase, $2.4B, 8,833 participants)
- Princeton University Retirement Savings Plan (Other, $1.7B, 8,763 participants)
Princeton University Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is Tax Deferred Savings Plan of Novant Health, Inc. in NC ($1.9B); by covered participants it is Ufcw Local 342 Savings and 401(k) Plan in NY (8,267 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.8B here).
- Tax Deferred Savings Plan of Novant Health, Inc. (NC) $1.9B · 29,251
- Annuity Plan of the Electrical Industry (NY) $2.0B · 19,997
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO (NY) $1.6B · 3,494
- Commonspirit Health ERISA 403(b) Plan (KY) $2.0B · 31,174
Similar participant headcount
Nearest other-state filings by covered participants (8,141 participants); asset peers above are excluded.
- Ufcw Local 342 Savings and 401(k) Plan (NY) 8,267 · 126 off
- Operating Engineers Local #49 Defined Contribution Plan (MN) 8,293 · 152 off
- Carpenters Savings Plan of Philadelphia and Vicinity (PA) 7,961 · 180 off
- Ohio Carpenters' Annuity Plan (MI) 8,330 · 189 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.