Other · DOL Form 5500 · 2022
Princeton University Retirement Plan
Data updated 2026-08-25
- $1.3B
- Total assets Very large vs avg
- 7,627
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $172,232
- Avg per participant Above avg balance/head
Official DOL plan name: Princeton University Retirement Savings Plan · Sponsored by Princeton University · New Jersey · Educational Services
$1.3B in assets, 7,627 participants
Princeton University's Princeton University Retirement Savings Plan reported $1.3B in total assets and 7,627 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.
- #3,972 in Educational Services (4,024 peers)
Coverage in New Jersey
Princeton University Retirement Savings Plan covers 7,627 participants in New Jersey, 9.0x the typical New Jersey plan (state average ~844 per filing). Assets: $1.3B.
- #3,972
- in Educational Services (4,024 peers)
- -10.8%
- assets change YoY
- 13×
- vs typical plan assets (national mean)
The plan reported a net loss of $159M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Princeton University Retirement Savings Plan's outsized position by total assets
Princeton University Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,313,612,581 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 Savings 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 Savings Plan lands in the large band (7,627 participants).
EBSA filing schedule strip
Filing strip 210634501 · Princeton University PY 2022 · Other
Princeton University Retirement Savings Plan · $1.3B · 7,627 · 99th
- NET $1.3B
- NET 7,627
- NET 99th
- NET Other
- NET near Brown University Defined Contribution Legacy Retirement Plan
- NET ind #3972
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 Savings Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $1.5B |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | -$159M |
| Employer EIN | 210634501 |
| Plan Effective Date | 1970-01-01 |
| 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 Other Plans in New Jersey
Peer Other plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Plan of Hackensack Meridian Health $1.6B · 18,619
- Rwjbarnabas Health 403(b) Savings Plan $1.2B · 29,563
- Educational Testing Service 403(b) Retirement Savings Plan $822M · 3,797
- Atlantic Health System 403(b) Retirement Savings Plan $759M · 19,041
- Joint Annuity Fund Local 164 IBEW $728M · 2,871
Scale composition for Princeton University Retirement Savings Plan
Princeton University Retirement Savings Plan reports $1.3B in end-of-year assets across 7,627 participants (0.011% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $172,232 per participant (1.2x the national average assets-per-participant) . Net income for plan year 2022 was -$159M.
This plan identity (EIN 210634501, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.3B to $1.7B (+32.1%) while covered participants moved from 7,627 to 8,763 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,627 | $1.3B | This page |
| 2023 | 7,955 | $1.5B | Open filing |
| 2024 · index core | 8,763 | $1.7B | 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 Savings Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Brown University Defined Contribution Legacy Retirement Plan in RI ($1.3B); by covered participants it is Nebraska Methodist Health System Defined Contribution Retirement Plan in NE (7,620 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.3B here).
- Brown University Defined Contribution Legacy Retirement Plan (RI) $1.3B · 1,283
- Boston University Supplemental Retirement and Savings Plan (MA) $1.3B · 12,377
- Fordham University Retirement Plan (NY) $1.3B · 2,950
- University of Miami Retirement Savings Plan (FL) $1.4B · 12,294
Similar participant headcount
Nearest other-state filings by covered participants (7,627 participants); asset peers above are excluded.
- Nebraska Methodist Health System Defined Contribution Retirement Plan (NE) 7,620 · 7 off
- Nyu Grossman School of Medicine Management and Staff 403(b) Retirement Plan (NY) 7,574 · 53 off
- H. Lee Moffitt Cancer Center and Research (FL) 7,567 · 60 off
- Operating Engineers Local 428 Annuity Trust Fund (AZ) 7,538 · 89 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.