ESOP · DOL Form 5500 · 2022

The Bank of Princeton ESOP

Data updated 2026-08-25

$701K
Total assets Small plan by assets
160
Participants Small participant base
21st
Percentile by assets National rank
$4,381
Avg per participant Low balance/head
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Official DOL plan name: The Bank of Princeton Employee Stock Ownership Plan · Sponsored by The Bank of Princeton · New Jersey · Finance & Insurance

$701K in assets, 160 participants

The Bank of Princeton's The Bank of Princeton Employee Stock Ownership Plan reported $701K in total assets and 160 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,275 in Finance & Insurance (9,261 peers)

Coverage in New Jersey

The Bank of Princeton Employee Stock Ownership Plan covers 160 participants in New Jersey, about 19% of the average New Jersey filer (state average ~844 per filing). Assets: $701K.

#1,275
in Finance & Insurance (9,261 peers)
+111.8%
assets growth YoY

The Bank of Princeton Employee Stock Ownership Plan among the smaller filed plans by assets

The Bank of Princeton Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$701,029 21st percentile higher than 21% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

The Bank of Princeton Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Bank of Princeton Employee Stock Ownership Plan sits mid-pack in the medium band (160 participants).

Plan-year Form 5500 strip

Filing strip 680645074 · The Bank of Princeton PY 2022 · ESOP

The Bank of Princeton Employee Stock Ownership Plan · $701K · 160 · 21st

  • 5500 $701K
  • ASSETS 160
  • PCT 21st
  • EIN ESOP
  • RANK near Agile Six Applications, Inc. Employee Stock Ownership Plan
  • PHOTO ind #1275

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 What is an ESOP? → · Plans in New Jersey →

The Bank of Princeton Employee Stock Ownership Plan in the asset neighbourhood

The Bank of Princeton Employee Stock Ownership PlanThe Bank of Princeton Employ…$701KAgile Six Applications, Inc. Employee Stock Ownership PlanAgile Six Applications, Inc.…$701KMann Holding Company, Inc. Employee Stock Ownership PlanMann Holding Company, Inc. E…$700KCvm Affiliates, Inc. Employee Stock Ownership PlanCvm Affiliates, Inc. Employe…$700KLca Employee Stock Ownership PlanLca Employee Stock Ownership…$703K
End-of-year total assets ($M) among The Bank of Princeton Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$331K
Net Assets (End of Year)$701K
Net Income$370K
Employer EIN680645074
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Bank of Princeton)

Sponsor-wide plan assets over time

All The Bank of Princeton plans reported in each filing year

Latest sponsor-wide plan assets
$14M 58.52307085637912% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $8.94M $14.2M ▲ +58.5%
Year Plans Participants Total Assets
2022 2 341 $9M
2023 2 344 $11M
2024 2 402 $14M

Nearby ESOP Plans in New Jersey

Peer ESOP plans, same state, same plan type, ranked by total assets.

The Bank of Princeton Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants The Bank of Princeton Employee Stock Ownership Plan, Total assets ($M): 0.701029 · Participants: 160The Bank of Princeton Employee Stock Ownership PlanJohnson and Johnson Retirement Savings Plan, Total assets ($M): 511.419208 · Participants: 3858Johnson and Johnson Retirement Savings PlanOkonite Company Employees Stock Ownership Plan, Total assets ($M): 375.8 · Participants: 1111Okonite Company Employees Stock Ownership PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 303.370516 · Participants: 1383Mathematica Group Holding Inc. Employee Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 298.596718 · Participants: 1131Conair LLC Savings and Investment PlanInvestors Bank Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 126.859258 · Participants: 1287Investors Bank Amended and Restated Employee Stock Ownership Plan
The Bank of Princeton Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare The Bank of Princeton Employee Stock Ownership Plan side-by-side with 3 peers →

The Bank of Princeton Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New Jersey, the nearest ESOP by assets is Agile Six Applications, Inc. Employee Stock Ownership Plan in CA ($701K); by covered participants it is Charles River Analytics, Inc. Employee Stock Ownership Plan in MA (160 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (160 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Bank of Princeton Employee Stock Ownership Plan assets move in 2022? ▼
The Bank of Princeton Employee Stock Ownership Plan surged - up 111.8% during 2022, from $331K to $701K. Reported net income was $370K.
How have The Bank of Princeton plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Bank of Princeton's sponsor-wide assets grew 58.5%, from $9M to $14M.
Where does The Bank of Princeton Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
The Bank of Princeton Employee Stock Ownership Plan ranks in the 21st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to The Bank of Princeton Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Agile Six Applications, Inc. Employee Stock Ownership Plan in CA ($701K, 75 participants).
Which ESOP plans cover a similar participant headcount to The Bank of Princeton Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Charles River Analytics, Inc. Employee Stock Ownership Plan in MA (160 participants, $32M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 680645074.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.