Princeton University Retirement Savings 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 Savings Plan is a benefit plan reported by Princeton University under EIN 21-0634501 and plan number 004. The latest loaded filing year is 2023. The filing reports 13,601 participants and $1,532,776,551 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Princeton University
EIN
21-0634501
Plan number
004
Plan type
2
Location
Princeton, NJ
Latest filing year
2023
Participants
13,601
End-of-year plan assets
$1,532,776,551

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202313,601H, C20241007140842NAL0032000498001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,532,776,551
Total liabilities (EOY)
$0
Net assets (EOY)
$1,532,776,551
Net assets (BOY)
$1,313,612,581

Income & contributions

Participant contributions
$72,109,941
Total contributions
$87,014,983
Total income / additions
$287,858,877

Expenses & distributions

Benefits paid
$68,519,275
Administrative expenses
$175,632
Total expenses
$68,694,907
Net increase / (decrease)
$219,163,970

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial Partners, LLCINVESTMENT ADVISOR$62,058not reported in the loaded dataset2023
Pricewaterhouse Coopers, LLCAUDITOR$60,000not reported in the loaded dataset2023
TiaaRECORDKEEPING$27,503$02023

Related Form 5500 pages