401(k) · DOL Form 5500 · 2023

Princeton Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
135
Participants Small participant base
44th
Percentile by assets National rank
$36,358
Avg per participant Low balance/head
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Official DOL plan name: Princeton Holdings 401(k) Plan · Sponsored by Princeton Holdings, LLC · Colorado · Food Services & Accommodation

$5M in assets, 135 participants

Princeton Holdings, LLC's Princeton Holdings 401(k) Plan reported $5M in total assets and 135 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,986 in Food Services & Accommodation (3,828 peers)

Coverage in Colorado

Princeton Holdings 401(k) Plan covers 135 participants in Colorado, about 36% of the average Colorado filer (state average ~376 per filing). Assets: $5M.

#2,986
in Food Services & Accommodation (3,828 peers)
+31.1%
assets growth YoY

Princeton Holdings 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Princeton Holdings 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,908,324 44th percentile higher than 44% of 127,068 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 2023

Princeton Holdings 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Princeton Holdings 401(k) Plan sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Princeton Holdings 401(k) Plan reported net income rose from $419K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Princeton Holdings 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Princeton Holdings 401(k) Plan reported participants rose from 112 in the plan year 2022 filing to 135 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 161712950 · Princeton Holdings, LLC PY 2023 · 401(k)

Princeton Holdings 401(k) Plan · $5M · 135 · 44th

  • EOY $5M
  • 5500 135
  • ASSETS 44th
  • PCT 401(k)
  • EIN near Richard Gray Gallery 401(k) Profit Sharing Plan and Trust
  • RANK ind #2986

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 Food Services & Accommodation retirement plans → · Plans in Colorado →

Princeton Holdings 401(k) Plan in the asset neighbourhood

Princeton Holdings 401(k) PlanPrinceton Holdings 401(k) Pl…$5MRichard Gray Gallery 401(k) Profit Sharing Plan and TrustRichard Gray Gallery 401(k) …$5MNorthwest Hardware Co. , Inc. Retirement PlanNorthwest Hardware Co. , Inc…$5MEarly Growth Financial Services, Inc. Retirement TrustEarly Growth Financial Servi…$5MS.C.C. 401(k) Plan and Trust$5M
End-of-year total assets ($M) among Princeton Holdings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN161712950
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Princeton Holdings, LLC)

Sponsor-wide plan assets over time

All Princeton Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 63.71187340194609% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.74M $6.13M ▲ +63.9%
Year Plans Participants Total Assets
2022 1 112 $4M
2023 1 135 $5M
2024 1 151 $6M

Nearby 401(k) Plans in Colorado

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Princeton Holdings 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Princeton Holdings 401(k) Plan, Total assets ($B): 0.004908324 · Participants: 135Princeton Holdings 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Princeton Holdings 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Princeton Holdings 401(k) Plan side-by-side with 3 peers →

Princeton Holdings 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Richard Gray Gallery 401(k) Profit Sharing Plan and Trust in IL ($5M); by covered participants it is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Princeton Holdings 401(k) Plan assets move in 2023? ▼
Princeton Holdings 401(k) Plan surged - up 31.1% during 2023, from $4M to $5M. Reported net income was $1M.
How have Princeton Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Princeton Holdings, LLC's sponsor-wide assets grew 63.7%, from $4M to $6M.
Which 401(k) plans are similar in size to Princeton Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Richard Gray Gallery 401(k) Profit Sharing Plan and Trust in IL ($5M, 21 participants).
Which 401(k) plans cover a similar participant headcount to Princeton Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 161712950.

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.