Money Purchase · DOL Form 5500 · 2024
Princeton University Money Purchase Plan
Data updated 2026-08-06
- $2.4B
- Total assets
- 8,833
- Participants
- 99th
- Percentile by assets
- $272,027
- Avg per participant
Official DOL plan name: Princeton University Retirement Plan · Sponsored by Princeton University · New Jersey · Educational Services
$2.4B in assets, 8,833 participants
Princeton University's Princeton University Retirement Plan reported $2.4B in total assets and 8,833 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.
- 99th percentile by assets (of 116,472 plans)
- #2,929 in Educational Services (2,960 peers)
Coverage in New Jersey
Princeton University Retirement Plan covers 8,833 participants in New Jersey, 10x the typical New Jersey plan (state average ~865 per filing). Assets: $2.4B.
- $2.4B
- total plan assets (2024 EOY)
- 8,833
- covered participants
- 99th
- percentile by assets (of 116,472 plans)
- $272,027
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Princeton University Retirement Plan end-of-year assets rose from $2.1B in the plan year 2023 filing to $2.4B in the plan year 2024 filing.
- Princeton University Retirement Plan reported net income fell from $302M in the plan year 2023 filing to $271M in the plan year 2024 filing.
- Princeton University Retirement Plan reported participants rose from 8,456 in the plan year 2023 filing to 8,833 in the plan year 2024 filing.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 865 participants across 3,927 plans. Princeton University Retirement Plan reports 8,833 participants - 10x that state average ($2.4B EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $2.1B |
|---|---|
| Net Assets (End of Year) | $2.4B |
| Net Income | $271M |
| Employer EIN | 210634501 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Princeton University)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 15,768 | $3.1B |
| 2023 | 2 | 16,411 | $3.7B |
| 2024 | 2 | 17,596 | $4.1B |
Nearby Money Purchase Plans in New Jersey
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Princeton University Retirement Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants
- Nysa-Ila Money Purchase Pension Fund and Plan $936M · 4,689
- Educational Testing Service 401(a) Retirement Plan $593M · 3,097
- Local Union 400 IBEW Joint Annuity Plan $276M · 705
- Kpmg Personal Account for Retirement $272M · 455
- Plumbers Local 24 Annuity Fund $190M · 947
Scale composition for Princeton University Retirement Plan
Princeton University Retirement Plan reports $2.4B in end-of-year assets across 8,833 participants (0.021% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.010% of 89,805,449 covered participants) - about $272,027 per participant (2.0x the national average assets-per-participant) . Net income for plan year 2024 was $271M.
This plan identity (EIN 210634501, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.8B to $2.4B (+31.3%) while covered participants moved from 8,141 to 8,833 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,141 | $1.8B | Open filing |
| 2023 | 8,456 | $2.1B | Open filing |
| 2024 · index core | 8,833 | $2.4B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Princeton University Retirement Savings Plan (Other, $1.7B, 8,763 participants)
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Princeton University Retirement Plan by total assets, not by location.
- Retirement Income Plan for Teaching Faculty of Harvard University (MA) $2.4B · 2,774
- UPS/Ipa Defined Contribution Money Purchase Pension Plan (KY) $2.5B · 1,984
- International Brotherhood of Electrical Workers District No. 9 Pension Plan (OR) $2.5B · 29,645
- Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan (CA) $2.3B · 23,032
Frequently Asked Questions
How did Princeton University Retirement Plan assets move in 2024? ▼
How have Princeton University plan assets changed over time? ▼
Where does Princeton University Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Princeton University Retirement Plan? ▼
Next read for Princeton University Retirement Plan
Filing takeaways
Ways to act on Princeton University Retirement Plan's numbers.
- By total assets, Princeton University Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New Jersey. Compare plans
- Princeton University's sponsor-wide assets have grown 31.6% since 2022 across 3 plan years on file. More Educational Services plans