Find an old Princeton University 401(k)

Who to contact about an account in each of the 2 Princeton University plans, from the filings. Free, no sign-up, no Social Security number.

Princeton University Retirement Savings Plan

Princeton University · Plan 004 · EIN 21-0634501 · Princeton, NJ

Active · plan year 2024 filing403(b)
Plan administratorPrinceton University Benefits Committee
100 Overlook Center, Suite 400, Princeton, NJ 08544
Form 5500 ↗
Recordkeeper (who holds the accounts)TIAASchedule C ↗
Former employees with balances5,950 separated participants still had money in the planForm 5500 ↗

Princeton University Retirement Plan

Princeton University · Plan 003 · EIN 21-0634501 · Princeton, NJ

Active · plan year 2024 filingRetirement
Plan administratorPrinceton University Benefits Committee
100 Overlook Center, Suite 400, Princeton, NJ 08544
Form 5500 ↗
Recordkeeper (who holds the accounts)TIAASchedule C ↗
Former employees with balances9,033 separated participants still had money in the planForm 5500 ↗

Princeton University 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old Princeton University 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Princeton University Benefits Committee, (609) 258-3302. The accounts are held by the recordkeeper, TIAA. Have your Social Security number and dates of employment ready.

What is the Princeton University 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (609) 258-3302.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Princeton University and does not hold accounts. Not financial advice. Report a correction