Princeton Day School 403(b) Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Princeton Day School · New Jersey · Educational Services
What the 2023 filing shows
Princeton Day School 403(b) Plan holds $104M for 308 participants — about $337,015 per participant, up 6.8% over the 2023 plan year.
- $104M
- total plan assets (2023 EOY)
- 308
- covered participants
- $337,015
- avg assets per participant
- +6.8%
- assets growth YoY
What the Filing Says About Princeton Day School 403(b) Plan
Princeton Day School 403(b) Plan is a Profit Sharing retirement plan sponsored by Princeton Day School, headquartered in New Jersey. As of the 2023 Form 5500 filing, the plan reports $104M in total end-of-year assets and covers 308 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 210727645, and the plan has been effective since 1964-09-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $97M at the beginning of 2023 to $104M at year-end — a gain of 6.8%. Net assets (after liabilities) closed the year at $104M, with reported net income of $7M 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 and can be compared against 1 prior plan-year filing from the same sponsor shown below.
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) | $97M |
| Total Assets (End of Year) | $104M |
| Net Assets (End of Year) | $104M |
| Net Income | $7M |
| Plan Type | Profit Sharing |
| Employer EIN | 210727645 |
| Plan Effective Date | 1964-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Princeton Day School)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 298 | $97M |
| 2023 | 1 | 308 | $104M |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Princeton University Retirement Plan $2.1B · 8,456
- Consolidated 403(b) Plan of Hackensack Meridian Health $1.7B · 17,739
- Princeton University Retirement Savings Plan $1.5B · 7,955
- Kenvue Savings Plan $1.1B · 4,039
Related Data
Guides
Frequently Asked Questions
How much money is in the Princeton Day School 403(b) Plan? ▼
What type of plan is Princeton Day School 403(b) Plan? ▼
Who sponsors the Princeton Day School 403(b) Plan? ▼
How did Princeton Day School 403(b) Plan perform in 2023? ▼
Where can I find official filings for Princeton Day School 403(b) Plan? ▼
How does Princeton Day School 403(b) Plan compare to other plans? ▼
Explore PlainRetire
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 210727645.
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.
Read our methodology — how this data is sourced, computed, and verified.