Other · DOL Form 5500 · 2022
Elon University Retirement Plan
Data updated 2026-08-11
- $265M
- Total assets
- 1,508
- Participants
- 96th
- Percentile by assets
- $175,400
- Avg per participant
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.
- 96th percentile by assets (of 139,126 plans)
- #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.
- $265M
- total plan assets (2022 EOY)
- 1,508
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $175,400
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Elon University Defined Contribution Plan outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.7x the national average plan size of $100M (721 average participants).
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)
| 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 Defined Contribution Plan vs. nearby Other plans in North Carolina, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Elon University Defined Contribution Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Elon University Defined Contribution Plan assets move in 2022? ▼
How have Elon University plan assets changed over time? ▼
Where does Elon University Defined Contribution Plan rank by assets among Form 5500 filers? ▼
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Ways to act on Elon University Defined Contribution Plan's numbers.
- By total assets, Elon University Defined Contribution Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in North Carolina. Compare plans
- Elon University's sponsor-wide assets have grown 23.3% since 2022 across 3 plan years on file. More Educational Services plans