Other · DOL Form 5500 · 2023
Princeton Day School Retirement Plan
Data updated 2026-08-25
- $104M
- Total assets Near avg plan size
- 308
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $337,015
- Avg per participant High balance/head
Official DOL plan name: Princeton Day School 403(b) Plan · Sponsored by Princeton Day School · New Jersey · Educational Services
$104M in assets, 308 participants
Princeton Day School's Princeton Day School 403(b) Plan reported $104M in total assets and 308 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #3,186 in Educational Services (3,735 peers)
Coverage in New Jersey
Princeton Day School 403(b) Plan covers 308 participants in New Jersey, about 36% of the average New Jersey filer (state average ~844 per filing). Assets: $104M.
- #3,186
- in Educational Services (3,735 peers)
- +6.8%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Princeton Day School 403(b) Plan's outsized position by total assets
Princeton Day School 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$103,800,607 Top 9% higher than 91% 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 Day School 403(b) 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 Day School 403(b) Plan sits mid-pack in the medium band (308 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Princeton Day School 403(b) Plan reported net income fell from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Princeton Day School 403(b) Plan end-of-year assets rose from $97M in the plan year 2022 filing to $104M in the plan year 2023 filing.
- Princeton Day School 403(b) Plan reported participants rose from 298 in the plan year 2022 filing to 308 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 210727645 · Princeton Day School PY 2023 · Other
Princeton Day School 403(b) Plan · $104M · 308 · 91st
- VS-ST $104M
- VS-ST 308
- VS-ST 91st
- VS-ST Other
- VS-ST near Presbyterian Homes and Services Tax Deferred Annuity Plan
- VS-ST ind #3186
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 Day School 403(b) Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $97M |
|---|---|
| Net Assets (End of Year) | $104M |
| Net Income | $7M |
| Employer EIN | 210727645 |
| Plan Effective Date | 1964-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Princeton Day School)
Sponsor-wide plan assets over time
All Princeton Day School plans reported in each filing year
- Latest sponsor-wide plan assets
- $112M 15.412853721635663% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 298 | $97M |
| 2023 | 1 | 308 | $104M |
| 2024 | 1 | 309 | $112M |
Nearby Other Plans in New Jersey
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
- Rwjbarnabas Health 403(b) Savings Plan $1.3B · 28,672
- Atlantic Health System 403(b) Retirement Savings Plan $1.0B · 19,936
Princeton Day School 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Presbyterian Homes and Services Tax Deferred Annuity Plan in MN ($104M); by covered participants it is Wellpoint Care Network 403(b) Retirement Plan in WI (308 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($104M here).
- Presbyterian Homes and Services Tax Deferred Annuity Plan (MN) $104M · 7,557
- Hays Medical Center Employee's Tax Deferred Annuity Plan (KS) $104M · 1,503
- Intermountain Ironworkers' Tax Deferral Plan (UT) $104M · 1,356
- The Johns Hopkins University Income Deferral 403(b) Plan for Residents, Interns and Postdoctoral Fellows (MD) $104M · 2,637
Similar participant headcount
Nearest other-state filings by covered participants (308 participants); asset peers above are excluded.
- Wellpoint Care Network 403(b) Retirement Plan (WI) 308 · 0 off
- 403(b) Thrift Plan of Apt Foundation, Inc. (CT) 308 · 0 off
- Haven Health Group, LLC Employee Benefit Plan (CA) 308 · 0 off
- Evergreen Treatment Services 403(b) Plan (WA) 308 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.