Defined Benefit (Pension) · DOL Form 5500 · 2022
The Duke Endowment Pension Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 36
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $459,652
- Avg per participant High balance/head
Official DOL plan name: The Duke Endowment Employees' Retirement Plan · Sponsored by The Duke Endowment · North Carolina · Other Services
$17M in assets, 36 participants
The Duke Endowment's The Duke Endowment Employees' Retirement Plan reported $17M in total assets and 36 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.
- #7,184 in Other Services (8,398 peers)
The Duke Endowment multi-year trail
The Duke Endowment's plans moved +40.0% in assets from 2022 to 2024; this filing shows The Duke Endowment Employees' Retirement Plan at $17M / 36 participants.
- #7,184
- in Other Services (8,398 peers)
- -21.6%
- assets change YoY
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Duke Endowment Employees' Retirement Plan's outsized position by total assets
The Duke Endowment Employees' Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$16,547,479 Top 26% higher than 74% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Duke Endowment Employees' Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Duke Endowment Employees' Retirement Plan is a small filing (36 participants) on this national headcount ladder.
DOL schedule card
Filing strip 560529965 · The Duke Endowment PY 2022 · Defined Benefit (Pension)
The Duke Endowment Employees' Retirement Plan · $17M · 36 · 74th
- ASSETS $17M
- ASSETS 36
- ASSETS 74th
- ASSETS Defined Benefit (Pension)
- ASSETS near Mutual of Enumclaw Insurance Company Retirement Plan
- ASSETS ind #7184
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 Other Services retirement plans → · Plans in North Carolina →
The Duke Endowment Employees' Retirement Plan in the asset neighbourhood
The Duke Endowment multi-year asset trail
Sponsor-wide plan assets over time
All The Duke Endowment plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 39.987486915680634% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 36 | $17M |
| 2023 | 1 | 39 | $20M |
| 2024 | 1 | 44 | $23M |
The Duke Endowment filing trail (2022)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$5M |
| Employer EIN | 560529965 |
| Plan Effective Date | 1958-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in North Carolina
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Honeywell Retirement Earnings Plan $17.0B · 12,452
- Truist Financial Corporation Pension Plan $12.5B · 37,931
- Duke Energy Legacy Pension Plan $4.0B · 346
- Duke Energy Retirement Cash Balance Plan $3.2B · 16,132
- Time Warner Cable Pension Plan $2.6B · 18,624
The Duke Endowment Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Mutual of Enumclaw Insurance Company Retirement Plan in WA ($17M); by covered participants it is National Farmers Union Uniform Pension Plan in MT (36 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (36 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.