401(k)
2022 plan-year 401(k) DOL Form 5500

Princeton Memorial Company Employees Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Princeton Memorial Company · West Virginia · Healthcare & Social Assistance

What the 2023 filing shows

Princeton Memorial Company Employees Retirement Plan holds $2M for 126 participants — about $18,746 per participant, down 27.7% over the 2022 plan year.

$2M
total plan assets (2022 EOY)
126
covered participants
$18,746
avg assets per participant
-27.7%
assets change YoY

The plan reported a net loss of $906K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$2M
Participants
126
Industry
Healthcare & Social Assistance

What the Filing Says About Princeton Memorial Company Employees Retirement Plan

Princeton Memorial Company Employees Retirement Plan is a 401(k) retirement plan sponsored by Princeton Memorial Company, headquartered in West Virginia. As of the 2022 Form 5500 filing, the plan reports $2M in total end-of-year assets and covers 126 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 556024669, and the plan has been effective since 1988-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $3M at the beginning of 2022 to $2M at year-end — a decline of 27.7%. Net assets (after liabilities) closed the year at $2M, with reported net income of $-906,365 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$3M
Total Assets (End of Year)$2M
Net Assets (End of Year)$2M
Net Income$-906,365
Plan Type401(k)
Employer EIN556024669
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in West Virginia

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Frequently Asked Questions

How much money is in the Princeton Memorial Company Employees Retirement Plan?
As of the 2022 Form 5500 filing, Princeton Memorial Company Employees Retirement Plan holds $2M in total assets with 126 participants. It is sponsored by Princeton Memorial Company.
What type of plan is Princeton Memorial Company Employees Retirement Plan?
Princeton Memorial Company Employees Retirement Plan is a 401(k) plan. It has been effective since 1988-07-01. The plan is filed with the U.S. Department of Labor under EIN 556024669.
Who sponsors the Princeton Memorial Company Employees Retirement Plan?
Princeton Memorial Company Employees Retirement Plan is sponsored by Princeton Memorial Company, located in West Virginia. The sponsor's EIN is 556024669 and the plan operates in the Healthcare & Social Assistance industry.
How did Princeton Memorial Company Employees Retirement Plan perform in 2022?
Princeton Memorial Company Employees Retirement Plan declined by 27.7% during 2022, moving from $3M to $2M in total assets. Net income was $-906,365.
Where can I find official filings for Princeton Memorial Company Employees Retirement Plan?
Official Form 5500 filings for Princeton Memorial Company Employees Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 556024669 or plan name at efast.dol.gov.
How does Princeton Memorial Company Employees Retirement Plan compare to other plans?
You can compare Princeton Memorial Company Employees Retirement Plan against other 401(k) plans on the plan type page, or view plans in West Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 556024669.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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