Other · DOL Form 5500 · 2022

Elon University Retirement Plan

Data updated 2026-08-11

$72M
Total assets
778
Participants
91st
Percentile by assets
$92,893
Avg per participant
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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.

  • 91st percentile by assets (of 139,126 plans)
  • #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.

$72M
total plan assets (2022 EOY)
778
covered participants
91st
percentile by assets (of 139,126 plans)
$92,893
avg assets per participant

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.

Where Elon University Tax Deferred Annuity Plan sits 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 $2,010,000,000 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

State
North Carolina
Industry
Educational Services

Elon University Tax Deferred Annuity Plan vs the 2022 asset distribution

By assets, Elon University Tax Deferred Annuity Plan outranks 91% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).

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)

$300M$350M$400M$450M 202220232024 $337M $415M ▲ +23.3%
Total plan assets by year, all Elon University plans on file
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 ($B) Participants Elon University Tax …, Total assets ($B): 0.072270654 · Participants: 778Elon University Tax …The Duke University …, Total assets ($B): 7.562740816 · Participants: 43924The Duke University …Wake Forest Baptist …, Total assets ($B): 2.676072314 · Participants: 20031Wake Forest Baptist …The Moses H. Cone Me…, Total assets ($B): 1.233882537 · Participants: 13292The Moses H. Cone Me…Wake Forest Universi…, Total assets ($B): 0.686528413 · Participants: 2632Wake Forest Universi…Caromont Health, Inc…, Total assets ($B): 0.374675935 · Participants: 4211Caromont Health, Inc…
Elon University Tax Deferred Annuity Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Elon University Tax Deferred Annuity Pla… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Elon University Tax Deferred Annuity Plan by total assets, not by location.

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).

Next read for Elon University Tax Deferred Annuity Pla…

Scale reading

Ways to act on Elon University Tax Deferred Annuity Plan's numbers.

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.