Defined Benefit (Pension) · DOL Form 5500 · 2024

Princess House, Inc. Pension Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
22
Participants Small participant base
62nd
Percentile by assets National rank
$599,855
Avg per participant High balance/head
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Official DOL plan name: Princess House, Inc. Retirement Plan · Sponsored by Princess House, Inc. · Massachusetts · Retail Trade

$13M in assets, 22 participants

Princess House, Inc.'s Princess House, Inc. Retirement Plan reported $13M in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #5,862 in Retail Trade (8,048 peers)

Princess House, Inc. multi-year trail

Princess House, Inc.'s plans moved +13.9% in assets from 2022 to 2024; this filing shows Princess House, Inc. Retirement Plan at $13M / 22 participants.

#5,862
in Retail Trade (8,048 peers)
-7.1%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Princess House, Inc. Retirement Plan's mid-pack asset rank among Retail Trade and all filers

Princess House, Inc. Retirement Plan vs every filed plan by assets

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

$13,196,806 Top 38% higher than 62% 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

Princess House, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Princess House, Inc. Retirement Plan is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Princess House, Inc. Retirement Plan reported net income fell from $459K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Princess House, Inc. Retirement Plan end-of-year assets fell from $14M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Princess House, Inc. Retirement Plan reported participants fell from 23 in the plan year 2023 filing to 22 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 223320693 · Princess House, Inc. PY 2024 · Defined Benefit (Pension)

Princess House, Inc. Retirement Plan · $13M · 22 · 62nd

  • PART $13M
  • PART 22
  • PART 62nd
  • PART Defined Benefit (Pension)
  • PART near The Retirement Income Plan for the Ees of Grain Dealers Mutual Ins Co
  • PART ind #5862

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 Retail Trade retirement plans → · Plans in Massachusetts →

Princess House, Inc. Retirement Plan in the asset neighbourhood

Allen Health Systems, Inc. Retirement Income PlanAllen Health Systems, Inc. R…$13MUnion League Club Employees Retirement PlanUnion League Club Employees …$13MPrincess House, Inc. Retirement PlanPrincess House, Inc. Retirem…$13MThe Retirement Income Plan for the Ees of Grain Dealers Mutual Ins CoThe Retirement Income Plan f…$13MMunicipal Theatre Association Retirement PlanMunicipal Theatre Associatio…$13M
End-of-year total assets ($M) among Princess House, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Princess House, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Princess House, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$50M 13.880381056030117% vs 2022
2024 filing year
$42M$44M$46M$48M$50M$52M 202220232024 $44M $50.1M ▲ +13.9%
Year Plans Participants Total Assets
2022 2 190 $44M
2023 2 192 $48M
2024 2 180 $50M

Princess House, Inc. filing trail (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$13M
Net Income-$1M
Employer EIN223320693
Plan Effective Date1977-01-02
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Princess House, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Princess House, Inc. Retirement Plan, Total assets ($B): 0.013196806 · Participants: 22Princess House, Inc. Retirement PlanConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 11.586293172 · Participants: 60621Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.093299462 · Participants: 21577New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.250686483 · Participants: 34910Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.888715533 · Participants: 12533Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 5.086051556 · Participants: 16946N. Atlantic States Carp. Pension Fund
Princess House, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants

Princess House, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is The Retirement Income Plan for the Ees of Grain Dealers Mutual Ins Co in FL ($13M); by covered participants it is Lamesa National Bank Pension Plan in TX (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Princess House, Inc. Retirement Plan assets move in 2024?
Princess House, Inc. Retirement Plan pulled back noticeably - down 7.1% during 2024, from $14M to $13M. Reported net income was -$1M.
How have Princess House, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Princess House, Inc.'s sponsor-wide assets grew 13.9%, from $44M to $50M.
Which Defined Benefit (Pension) plans are similar in size to Princess House, Inc. Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Retirement Income Plan for the Ees of Grain Dealers Mutual Ins Co in FL ($13M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Princess House, Inc. Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lamesa National Bank Pension Plan in TX (22 participants, $9M in assets).