Other · DOL Form 5500 · 2022
Elon University Retirement Plan
Data updated 2026-08-25
- $265M
- Total assets Near avg plan size
- 1,508
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $175,400
- Avg per participant Above avg balance/head
Official DOL plan name: Elon University Defined Contribution Plan · Sponsored by Elon University · North Carolina · Educational Services
$265M in assets, 1,508 participants
Elon University's Elon University Defined Contribution Plan reported $265M in total assets and 1,508 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #3,796 in Educational Services (4,024 peers)
Where Elon University Defined Contribution Plan sits by assets
Elon University Defined Contribution Plan sits in the top 5% of all filed plans by assets, $265M for 1,508 participants (~$175,400/participant), down 12.0% in 2022.
- #3,796
- in Educational Services (4,024 peers)
- -12.0%
- assets change YoY
- 2.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $36M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Elon University Defined Contribution Plan's outsized position by total assets
Elon University Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$264,502,918 Top 4% higher than 96% 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
Elon University Defined Contribution Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Elon University Defined Contribution Plan lands in the large band (1,508 participants).
DOL schedule card
Filing strip 560532303 · Elon University PY 2022 · Other
Elon University Defined Contribution Plan · $265M · 1,508 · 96th
- EIN $265M
- RANK 1,508
- PHOTO 96th
- IND Other
- EOY near Abington Memorial Hospital 403(b) Retirement Savings Plan
- 5500 ind #3796
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 Defined Contribution Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $301M |
|---|---|
| Net Assets (End of Year) | $265M |
| Net Income | -$36M |
| Employer EIN | 560532303 |
| Plan Effective Date | 1959-09-01 |
| Filing Status | FILING 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
| 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.
- The Duke University Faculty and Staff Retirement Plan $7.6B · 43,924
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $2.7B · 20,031
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.2B · 13,292
- Wake Forest University Retirement Plan $687M · 2,632
- Caromont Health, Inc. Retirement Savings Plan $375M · 4,211
Elon University Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Abington Memorial Hospital 403(b) Retirement Savings Plan in PA ($265M); by covered participants it is Ccres 403(b) Plan in PA (1,509 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($265M here).
- Abington Memorial Hospital 403(b) Retirement Savings Plan (PA) $265M · 6,386
- The Salk Institute Retirement Plan (CA) $264M · 880
- Mary Washington Healthcare 403(b) Plan (VA) $265M · 3,039
- Intermountain Healthcare Tax Deferred Savings 403(b) Plan (UT) $262M · 38,547
Similar participant headcount
Nearest other-state filings by covered participants (1,508 participants); asset peers above are excluded.
- Ccres 403(b) Plan (PA) 1,509 · 1 off
- Kingsbrook Jewish Medical Center's Tax Deferred Annuity Retirement Plan (NY) 1,505 · 3 off
- Harrington Memorial Hospital 403(b) Savings Plan (MA) 1,501 · 7 off
- The Washington Hospital Retirement & Savings Plan (PA) 1,517 · 9 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.