Other · DOL Form 5500 · 2023
Princeton University Retirement Plan
Data updated 2026-08-25
- $2.1B
- Total assets Very large vs avg
- 8,456
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $252,073
- Avg per participant Above avg balance/head
Official DOL plan name: Princeton University Retirement Plan · Sponsored by Princeton University · New Jersey · Educational Services
$2.1B in assets, 8,456 participants
Princeton University's Princeton University Retirement Plan reported $2.1B in total assets and 8,456 participants in its 2023 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.
- #3,700 in Educational Services (3,735 peers)
Coverage in New Jersey
Princeton University Retirement Plan covers 8,456 participants in New Jersey, 10x the typical New Jersey plan (state average ~844 per filing). Assets: $2.1B.
- #3,700
- in Educational Services (3,735 peers)
- +16.5%
- assets growth YoY
- 21×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$2,131,527,701 Top 1% higher than 99% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Princeton University Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Princeton University Retirement Plan lands in the large band (8,456 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Princeton University Retirement Plan reported net income rose from -$251M in the plan year 2022 filing to $302M in the plan year 2023 filing.
- Princeton University Retirement Plan end-of-year assets rose from $1.8B in the plan year 2022 filing to $2.1B in the plan year 2023 filing.
- Princeton University Retirement Plan reported participants rose from 8,141 in the plan year 2022 filing to 8,456 in the plan year 2023 filing.
DOL schedule card
Filing strip 210634501 · Princeton University PY 2023 · Other
Princeton University Retirement Plan · $2.1B · 8,456 · 99th
- BOOK $2.1B
- VS-ST 8,456
- BOY 99th
- SCH Other
- EBSA near Mainehealth 403(b) Retirement Plan
- PART ind #3700
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) | $1.8B |
|---|---|
| Net Assets (End of Year) | $2.1B |
| Net Income | $302M |
| 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 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 $1.7B · 17,739
- Princeton University Retirement Savings Plan $1.5B · 7,955
- Rwjbarnabas Health 403(b) Savings Plan $1.3B · 28,672
- Atlantic Health System 403(b) Retirement Savings Plan $1.0B · 19,936
- Educational Testing Service 403(b) Retirement Savings Plan $929M · 3,243
Scale composition for Princeton University Retirement Plan
Princeton University Retirement Plan reports $2.1B in end-of-year assets across 8,456 participants (0.017% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $252,073 per participant (1.8x the national average assets-per-participant) . Net income for plan year 2023 was $302M.
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 | Open filing |
| 2023 | 8,456 | $2.1B | This page |
| 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 Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Mainehealth 403(b) Retirement Plan in ME ($2.1B); by covered participants it is Accra Care 403(b) Plan in MN (8,485 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.1B here).
- Mainehealth 403(b) Retirement Plan (ME) $2.1B · 22,008
- The Children's Hospital of Philadelphia Retirement Savings Plan (PA) $2.1B · 18,109
- University Hospitals Health System 403(b) Matched Retirement Savings Plan (OH) $2.1B · 26,534
- Wellstar Health System, Inc. Supplemental Retirement Savings Plan (GA) $2.1B · 24,573
Similar participant headcount
Nearest other-state filings by covered participants (8,456 participants); asset peers above are excluded.
- Accra Care 403(b) Plan (MN) 8,485 · 29 off
- The Nemours Foundation Section 403(b) Plan (FL) 8,505 · 49 off
- Northeastern University Retirement Plan (MA) 8,553 · 97 off
- Bronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan (MI) 8,357 · 99 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.