Plan5500

Princeton University Retirement Plan — Form 5500 plan (Princeton University)

Plain-English plan 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, Princeton University Retirement Plan is a benefit plan reported by Princeton University under EIN 21-0634501 and plan number 003. The latest loaded filing year is 2023. The filing reports 16,578 participants and $2,131,527,701 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Princeton University
EIN
21-0634501
Plan number
003
Plan type
2
Location
Princeton, NJ
Latest filing year
2023
Participants
16,578
End-of-year plan assets
$2,131,527,701

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202316,578H, C20241007140403NAL0015301393001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,131,527,701
Total liabilities (EOY)
$0
Net assets (EOY)
$2,131,527,701
Net assets (BOY)
$1,829,863,121

Income & contributions

Employer contributions
$84,003,860
Total contributions
$84,003,860
Total income / additions
$374,066,084

Expenses & distributions

Benefits paid
$71,776,037
Administrative expenses
$625,467
Total expenses
$72,401,504
Net increase / (decrease)
$301,664,580

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial Partners, LLCINVESTMENT ADVISOR$284,212not reported in the loaded dataset2023
Pricewaterhouse Coopers, LLCAUDITOR$60,000not reported in the loaded dataset2023
TiaaRECORDKEEPING$24,051$02023

Related Form 5500 pages