Other · DOL Form 5500 · 2024
Princeton University Retirement Plan
Data updated 2026-08-25
- $1.7B
- Total assets Very large vs avg
- 8,763
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $198,030
- Avg per participant Above avg balance/head
Official DOL plan name: Princeton University Retirement Savings Plan · Sponsored by Princeton University · New Jersey · Educational Services
$1.7B in assets, 8,763 participants
Princeton University's Princeton University Retirement Savings Plan reported $1.7B in total assets and 8,763 participants in its 2024 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.
- #3,590 in Educational Services (3,638 peers)
Coverage in New Jersey
Princeton University Retirement Savings Plan covers 8,763 participants in New Jersey, 10x the typical New Jersey plan (state average ~844 per filing). Assets: $1.7B.
- #3,590
- in Educational Services (3,638 peers)
- +13.2%
- assets growth YoY
- 17×
- vs typical plan assets (national mean)
Princeton University Retirement Savings Plan's outsized position by total assets
Princeton University Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,735,336,458 Top 1% higher than 99% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Princeton University Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Princeton University Retirement Savings Plan lands in the large band (8,763 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Princeton University Retirement Savings Plan end-of-year assets rose from $1.5B in the plan year 2023 filing to $1.7B in the plan year 2024 filing.
- Princeton University Retirement Savings Plan reported participants rose from 7,955 in the plan year 2023 filing to 8,763 in the plan year 2024 filing.
- Princeton University Retirement Savings Plan reported net income fell from $219M in the plan year 2023 filing to $203M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 210634501 · Princeton University PY 2024 · Other
Princeton University Retirement Savings Plan · $1.7B · 8,763 · 99th
- BOY $1.7B
- SCH 8,763
- EBSA 99th
- PART Other
- TYPE near Boston University Supplemental Retirement and Savings Plan
- NET ind #3590
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 Savings Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $1.5B |
|---|---|
| Net Assets (End of Year) | $1.7B |
| Net Income | $203M |
| Employer EIN | 210634501 |
| Plan Effective Date | 1970-01-01 |
| 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 $1.8B · 16,823
- Rwjbarnabas Health 403(b) Savings Plan $1.5B · 28,403
- Atlantic Health System 403(b) Retirement Savings Plan $1.3B · 21,490
- Educational Testing Service 403(b) Retirement Savings Plan $982M · 3,501
- The Cooper Health System 403(b) Plan $944M · 8,416
Scale composition for Princeton University Retirement Savings Plan
Princeton University Retirement Savings Plan reports $1.7B in end-of-year assets across 8,763 participants (0.014% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $198,030 per participant (1.4x the national average assets-per-participant) . Net income for plan year 2024 was $203M.
This plan identity (EIN 210634501, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.3B to $1.7B (+32.1%) while covered participants moved from 7,627 to 8,763 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,627 | $1.3B | Open filing |
| 2023 | 7,955 | $1.5B | Open filing |
| 2024 · index core | 8,763 | $1.7B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Princeton University Retirement Plan (Money Purchase, $2.4B, 8,833 participants)
Princeton University Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Boston University Supplemental Retirement and Savings Plan in MA ($1.7B); by covered participants it is Bronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan in MI (8,795 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.7B here).
- Boston University Supplemental Retirement and Savings Plan (MA) $1.7B · 12,869
- West Virginia University Health System 403(b) Retirement Savings Plan (WV) $1.8B · 30,364
- Boston Medical Center 403(b) Retirement Plan (MA) $1.7B · 11,386
- Main Line Health, Inc. Retirement Savings Plan (PA) $1.7B · 14,002
Similar participant headcount
Nearest other-state filings by covered participants (8,763 participants); asset peers above are excluded.
- Bronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan (MI) 8,795 · 32 off
- The University of Chicago Supplemental Retirement Plan (IL) 8,635 · 128 off
- Northeastern University Retirement Plan (MA) 8,900 · 137 off
- Caltech Voluntary Retirement Plan (CA) 8,554 · 209 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.