Other · DOL Form 5500 · 2022

Elon University Retirement Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
778
Participants Near avg headcount
91st
Percentile by assets National rank
$92,893
Avg per participant Below avg balance/head
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Official DOL plan name: Elon University Tax Deferred Annuity Plan · Sponsored by Elon University · North Carolina · Educational Services

$72M in assets, 778 participants

Elon University's Elon University Tax Deferred Annuity Plan reported $72M in total assets and 778 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,344 in Educational Services (4,024 peers)

Where Elon University Tax Deferred Annuity Plan sits by assets

Elon University Tax Deferred Annuity Plan sits in the top 10% of all filed plans by assets, $72M for 778 participants (~$92,893/participant), down 8.7% in 2022.

#3,344
in Educational Services (4,024 peers)
-8.7%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Elon University Tax Deferred Annuity Plan's outsized position by total assets

Elon University Tax Deferred Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$72,270,654 Top 9% higher than 91% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Elon University Tax Deferred Annuity Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Elon University Tax Deferred Annuity Plan sits mid-pack in the medium band (778 participants).

Published 5500 schedule card

Filing strip 560532303 · Elon University PY 2022 · Other

Elon University Tax Deferred Annuity Plan · $72M · 778 · 91st

  • PHOTO $72M
  • IND 778
  • EOY 91st
  • 5500 Other
  • ASSETS near Kansas City University Retirement Plan
  • PCT ind #3344

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 Educational Services retirement plans → · Plans in North Carolina →

Elon University Tax Deferred Annuity Plan in the asset neighbourhood

Heywood Hospital Employee Retirement Savings PlanHeywood Hospital Employee Re…$73MDameron Hospital Association 403(b) Retirement PlanDameron Hospital Association…$72MIha 401(k) and Retirement Savings PlanIha 401(k) and Retirement Sa…$72MKansas City University Retirement PlanKansas City University Retir…$72MElon University Tax Deferred Annuity PlanElon University Tax Deferred…$72M
End-of-year total assets ($M) among Elon University Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$79M
Net Assets (End of Year)$72M
Net Income-$7M
Employer EIN560532303
Plan Effective Date1976-05-05
Filing StatusFILING RECEIVED

Sponsor Plan History (Elon University)

Sponsor-wide plan assets over time

All Elon University plans reported in each filing year

Latest sponsor-wide plan assets
$415M 23.255888083759732% vs 2022
2024 filing year
$300M$350M$400M$450M 202220232024 $337M $415M ▲ +23.3%
Year Plans Participants Total Assets
2022 2 2,286 $337M
2023 2 2,321 $382M
2024 2 2,463 $415M

Nearby Other Plans in North Carolina

Peer Other plans, same state, same plan type, ranked by total assets.

Elon University Tax Deferred Annuity Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Elon University Tax Deferred Annuity Plan, Total assets ($B): 0.072270654 · Participants: 778Elon University Tax Deferred Annuity PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 7.562740816 · Participants: 43924The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 2.676072314 · Participants: 20031Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.233882537 · Participants: 13292The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.686528413 · Participants: 2632Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.374675935 · Participants: 4211Caromont Health, Inc. Retirement Savings Plan
Elon University Tax Deferred Annuity Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Elon University Tax Deferred Annuity Plan side-by-side with 3 peers →

Elon University Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Kansas City University Retirement Plan in MO ($72M); by covered participants it is Masonic Care Community of Ny 403(b) Retirement Savings Plan in NY (778 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (778 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.

Frequently Asked Questions

How did Elon University Tax Deferred Annuity Plan assets move in 2022? ▼
Elon University Tax Deferred Annuity Plan pulled back noticeably - down 8.7% during 2022, from $79M to $72M. Reported net income was -$7M.
How have Elon University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Elon University's sponsor-wide assets grew 23.3%, from $337M to $415M.
Where does Elon University Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Elon University Tax Deferred Annuity Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Elon University Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Kansas City University Retirement Plan in MO ($72M, 372 participants).
Which Other plans cover a similar participant headcount to Elon University Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Masonic Care Community of Ny 403(b) Retirement Savings Plan in NY (778 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 560532303.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.