Profit Sharing · DOL Form 5500 · 2022
Princeton University Profit Sharing Plan
Data updated 2026-08-06
- $1.8B
- Total assets
- 8,141
- Participants
- 99th
- Percentile by assets
- $224,771
- Avg per participant
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.
- 99th percentile by assets (of 139,258 plans)
- #3,990 in Educational Services (4,025 peers)
Coverage in New Jersey
Princeton University Retirement Plan covers 8,141 participants in New Jersey, 9.4x the typical New Jersey plan (state average ~865 per filing). Assets: $1.8B.
- $1.8B
- total plan assets (2022 EOY)
- 8,141
- covered participants
- 99th
- percentile by assets (of 139,258 plans)
- $224,771
- avg assets per participant
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.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 865 participants across 3,927 plans. Princeton University Retirement Plan reports 8,141 participants - 9.4x that state average ($1.8B EOY assets).
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)
| 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.
Princeton University Retirement Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
- 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 (0.016% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.009% of 89,805,449 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)
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Princeton University Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Princeton University Retirement Plan assets move in 2022? ▼
How have Princeton University plan assets changed over time? ▼
Where does Princeton University Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Princeton University Retirement Plan? ▼
Next read for Princeton University Retirement Plan
Filing takeaways
Ways to act on Princeton University Retirement Plan's numbers.
- By total assets, Princeton University Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New Jersey. Compare plans
- Princeton University's sponsor-wide assets have grown 31.6% since 2022 across 3 plan years on file. More Educational Services plans