Other · DOL Form 5500 · 2022

Davidson College Retirement Plan

Data updated 2026-08-25

$110M
Total assets Near avg plan size
432
Participants Below avg headcount
93rd
Percentile by assets National rank
$255,502
Avg per participant Above avg balance/head
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Official DOL plan name: Davidson College Tax-Deferred Annuity Plan · Sponsored by Davidson College · North Carolina · Educational Services

$110M in assets, 432 participants

Davidson College's Davidson College Tax-Deferred Annuity Plan reported $110M in total assets and 432 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #3,536 in Educational Services (4,024 peers)

Where Davidson College Tax-Deferred Annuity Plan sits by assets

Davidson College Tax-Deferred Annuity Plan sits in the top 10% of all filed plans by assets, $110M for 432 participants (~$255,502/participant), down 16.8% in 2022.

#3,536
in Educational Services (4,024 peers)
-16.8%
assets change YoY
1.1×
vs typical plan assets (national mean)

The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Davidson College Tax-Deferred Annuity Plan's outsized position by total assets

Davidson College Tax-Deferred Annuity Plan vs every filed plan by assets

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

$110,376,679 Top 7% higher than 93% 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

Davidson College 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. Davidson College Tax-Deferred Annuity Plan sits mid-pack in the medium band (432 participants).

DOL schedule card

Filing strip 560529961 · Davidson College PY 2022 · Other

Davidson College Tax-Deferred Annuity Plan · $110M · 432 · 93rd

  • PHOTO $110M
  • IND 432
  • EOY 93rd
  • 5500 Other
  • ASSETS near The Spence School Retirement and Savings Plan
  • PCT ind #3536

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 →

Davidson College Tax-Deferred Annuity Plan in the asset neighbourhood

Select Security Retirement Option of Indiana HospitalSelect Security Retirement O…$111MIBEW Local 466 Pension Plan$111MThe Spence School Retirement and Savings PlanThe Spence School Retirement…$111MDavidson College Tax-Deferred Annuity PlanDavidson College Tax-Deferre…$110MThe University of Findlay Defined Contribution Retirement PlanThe University of Findlay De…$110M
End-of-year total assets ($M) among Davidson College 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)$133M
Net Assets (End of Year)$110M
Net Income-$22M
Employer EIN560529961
Plan Effective Date1976-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Davidson College)

Sponsor-wide plan assets over time

All Davidson College plans reported in each filing year

Latest sponsor-wide plan assets
$345M 22.632813820907938% vs 2022
2024 filing year
$260M$280M$300M$320M$340M$360M 202220232024 $281M $345M ▲ +22.6%
Year Plans Participants Total Assets
2022 2 913 $281M
2023 2 862 $319M
2024 2 829 $345M

Nearby Other Plans in North Carolina

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

Davidson College Tax-Deferred Annuity Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Davidson College Tax-Deferred Annuity Plan, Total assets ($B): 0.110376679 · Participants: 432Davidson College 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
Davidson College Tax-Deferred Annuity Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Davidson College Tax-Deferred Annuity Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest Other by assets is The Spence School Retirement and Savings Plan in NY ($111M); by covered participants it is Starfish Family Services, Inc. DC Plan in MI (432 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (432 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 Davidson College Tax-Deferred Annuity Plan assets move in 2022? ▼
Davidson College Tax-Deferred Annuity Plan declined sharply - down 16.8% during 2022, from $133M to $110M. Reported net income was -$22M.
How have Davidson College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Davidson College's sponsor-wide assets grew 22.6%, from $281M to $345M.
Where does Davidson College Tax-Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Davidson College Tax-Deferred Annuity Plan ranks in the 93rd 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 Davidson College Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is The Spence School Retirement and Savings Plan in NY ($111M, 321 participants).
Which Other plans cover a similar participant headcount to Davidson College Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Starfish Family Services, Inc. DC Plan in MI (432 participants, $10M 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 560529961.

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.