Money Purchase · DOL Form 5500 · 2024
Princeton University Money Purchase Plan
Data updated 2026-08-25
- $2.4B
- Total assets Very large vs avg
- 8,833
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $272,027
- Avg per participant High balance/head
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.
- #3,605 in Educational Services (3,638 peers)
Coverage in New Jersey
Princeton University Retirement Plan covers 8,833 participants in New Jersey, 10x the typical New Jersey plan (state average ~844 per filing). Assets: $2.4B.
- #3,605
- in Educational Services (3,638 peers)
- +12.7%
- assets growth YoY
- 24×
- vs typical plan assets (national mean)
Princeton University Retirement Plan's outsized position by total assets
Princeton University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,402,818,313 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 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 Plan lands in the large band (8,833 participants).
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.
Published 5500 schedule card
Filing strip 210634501 · Princeton University PY 2024 · Money Purchase
Princeton University Retirement Plan · $2.4B · 8,833 · 99th
- ASSETS $2.4B
- ASSETS 8,833
- ASSETS 99th
- ASSETS Money Purchase
- ASSETS near Retirement Income Plan for Teaching Faculty of Harvard University
- ASSETS ind #3605
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 Plan in the asset neighbourhood
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)
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 Money Purchase Plans in New Jersey
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Local 68 Engineers Union Annuity Plan $971M · 5,385
- Nysa-Ila Money Purchase Pension Fund and Plan $936M · 4,689
- Educational Testing Service 401(a) Retirement Plan $593M · 3,097
- Ironworkers Local 11 Annuity Fund $395M · 1,148
- Plumbers & Pipefitters Local 9 Surety Plan $311M · 2,205
Scale composition for Princeton University Retirement Plan
Princeton University Retirement Plan reports $2.4B in end-of-year assets across 8,833 participants (0.020% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 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)
Princeton University Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside New Jersey, the nearest Money Purchase by assets is Retirement Income Plan for Teaching Faculty of Harvard University in MA ($2.4B); by covered participants it is South Central Annuity Fund in TX (8,884 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.4B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (8,833 participants); asset peers above are excluded.
- South Central Annuity Fund (TX) 8,884 · 51 off
- Seafarers Money Purchase Pension Plan (MD) 8,583 · 250 off
- Rhode Island Laborers Annuity Fund (RI) 9,172 · 339 off
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. (MA) 8,421 · 412 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.