ESOP · DOL Form 5500 · 2024

The Bank of Princeton ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
192
Participants Below avg headcount
26th
Percentile by assets National rank
$7,191
Avg per participant Low balance/head
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Official DOL plan name: The Bank of Princeton Employee Stock Ownership Plan · Sponsored by The Bank of Princeton · New Jersey · Finance & Insurance

$1M in assets, 192 participants

The Bank of Princeton's The Bank of Princeton Employee Stock Ownership Plan reported $1M in total assets and 192 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #1,334 in Finance & Insurance (8,549 peers)

Coverage in New Jersey

The Bank of Princeton Employee Stock Ownership Plan covers 192 participants in New Jersey, about 23% of the average New Jersey filer (state average ~844 per filing). Assets: $1M.

#1,334
in Finance & Insurance (8,549 peers)
+30.2%
assets growth YoY

The Bank of Princeton Employee Stock Ownership Plan among the smaller filed plans by assets

The Bank of Princeton Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,380,766 26th percentile higher than 26% of 123,620 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 2024

The Bank of Princeton Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Bank of Princeton Employee Stock Ownership Plan sits mid-pack in the medium band (192 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Bank of Princeton Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • The Bank of Princeton Employee Stock Ownership Plan reported participants rose from 163 in the plan year 2023 filing to 192 in the plan year 2024 filing.
  • The Bank of Princeton Employee Stock Ownership Plan reported net income fell from $360K in the plan year 2023 filing to $320K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 680645074 · The Bank of Princeton PY 2024 · ESOP

The Bank of Princeton Employee Stock Ownership Plan · $1M · 192 · 26th

  • PART $1M
  • PART 192
  • PART 26th
  • PART ESOP
  • PART near Herbert Lumber Co. Employee Stock Ownership Plan
  • PART ind #1334

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 What is an ESOP? → · Plans in New Jersey →

The Bank of Princeton Employee Stock Ownership Plan in the asset neighbourhood

The Bank of Princeton Employee Stock Ownership PlanThe Bank of Princeton Employ…$1MHerbert Lumber Co. Employee Stock Ownership PlanHerbert Lumber Co. Employee …$1MCableconn Industries Inc. Employee Stock Ownership PlanCableconn Industries Inc. Em…$1MSources of Strength Inc. Employee Stock Ownership PlanSources of Strength Inc. Emp…$1MGillette Restaurant Equipment, Inc. Employee Stock Ownership PlanGillette Restaurant Equipmen…$1M
End-of-year total assets ($M) among The Bank of Princeton Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$320K
Employer EIN680645074
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Bank of Princeton)

Sponsor-wide plan assets over time

All The Bank of Princeton plans reported in each filing year

Latest sponsor-wide plan assets
$14M 58.52307085637912% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $8.94M $14.2M ▲ +58.5%
Year Plans Participants Total Assets
2022 2 341 $9M
2023 2 344 $11M
2024 2 402 $14M

Nearby ESOP Plans in New Jersey

Peer ESOP plans, same state, same plan type, ranked by total assets.

The Bank of Princeton Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -1000100200300400500 Total assets ($M) Participants The Bank of Princeton Employee Stock Ownership Plan, Total assets ($M): 1.380766 · Participants: 192The Bank of Princeton Employee Stock Ownership PlanOkonite Company Employees Stock Ownership Plan, Total assets ($M): 446.25 · Participants: 1176Okonite Company Employees Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 302.820247 · Participants: 1275Conair LLC Savings and Investment PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 280.534757 · Participants: 1740Mathematica Group Holding Inc. Employee Stock Ownership PlanAmboy Bancorporation Employee Stock Ownership Plan, Total assets ($M): 105.2481 · Participants: 199Amboy Bancorporation Employee Stock Ownership PlanRailroad Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 87.816327 · Participants: 144Railroad Construction Company, Inc. Employee Stock Ownership Plan
The Bank of Princeton Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare The Bank of Princeton Employee Stock Ownership Plan side-by-side with 3 peers →

The Bank of Princeton Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New Jersey, the nearest ESOP by assets is Herbert Lumber Co. Employee Stock Ownership Plan in OR ($1M); by covered participants it is Teoco Corporation Employee Stock Ownership Plan in VA (192 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (192 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Bank of Princeton Employee Stock Ownership Plan assets move in 2024? ▼
The Bank of Princeton Employee Stock Ownership Plan surged - up 30.2% during 2024, from $1M to $1M. Reported net income was $320K.
How have The Bank of Princeton plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Bank of Princeton's sponsor-wide assets grew 58.5%, from $9M to $14M.
Which ESOP plans are similar in size to The Bank of Princeton Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Herbert Lumber Co. Employee Stock Ownership Plan in OR ($1M, 63 participants).
Which ESOP plans cover a similar participant headcount to The Bank of Princeton Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Teoco Corporation Employee Stock Ownership Plan in VA (192 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 680645074.

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.