2023 Form 5500 filing — Princeton University Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241007140403NAL0015301393001) for Princeton University Retirement Plan, reported by Princeton University under EIN 21-0634501 and plan number 003. It reports 16,578 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007140403NAL0015301393001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Princeton University
- EIN
- 21-0634501
- Plan number
- 003
- Location
- Princeton, NJ
- Participants
- 16,578
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,131,527,701
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,131,527,701
- Employer contributions
- $84,003,860
- Total income / additions
- $374,066,084
- Benefits paid
- $71,776,037
- Administrative expenses
- $625,467
- Total expenses
- $72,401,504
- Net increase / (decrease)
- $301,664,580
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $284,212 | not reported in the loaded dataset |
| Pricewaterhouse Coopers, LLC | AUDITOR | $60,000 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPING | $24,051 | $0 |