Defined Benefit (Pension) · DOL Form 5500 · 2022
Duke University Pension Plan
Data updated 2026-08-25
- $2.5B
- Total assets Very large vs avg
- 20,542
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $120,284
- Avg per participant Near avg balance/head
Official DOL plan name: Employees' Retirement Plan of Duke University · Sponsored by Duke University · North Carolina · Educational Services
$2.5B in assets, 20,542 participants
Duke University's Employees' Retirement Plan of Duke University reported $2.5B in total assets and 20,542 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #4,002 in Educational Services (4,024 peers)
Coverage in North Carolina
Employees' Retirement Plan of Duke University covers 20,542 participants in North Carolina, 25x the typical North Carolina plan (state average ~819 per filing). Assets: $2.5B.
- #4,002
- in Educational Services (4,024 peers)
- -3.7%
- assets change YoY
- 25×
- vs typical plan assets (national mean)
The plan reported a net loss of $79M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Employees' Retirement Plan of Duke University's outsized position by total assets
Employees' Retirement Plan of Duke University vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,470,867,869 Highest reported value at or above every one 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
Employees' Retirement Plan of Duke University's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employees' Retirement Plan of Duke University is a mega filing (20,542 participants), the rightmost band on the breakdown.
EBSA filing schedule strip
Filing strip 560532129 · Duke University PY 2022 · Defined Benefit (Pension)
Employees' Retirement Plan of Duke University · $2.5B · 20,542 · 100th
- VS-ST $2.5B
- VS-ST 20,542
- VS-ST 100th
- VS-ST Defined Benefit (Pension)
- VS-ST near Pension Plan of Public Service Enterprise Group Incorporated II
- VS-ST ind #4002
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 →
Employees' Retirement Plan of Duke University in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $2.6B |
|---|---|
| Net Assets (End of Year) | $2.5B |
| Net Income | -$79M |
| Employer EIN | 560532129 |
| Plan Effective Date | 1959-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Duke University)
Sponsor-wide plan assets over time
All Duke University plans reported in each filing year
- Latest sponsor-wide plan assets
- $13.8B 37.83151244360225% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 64,524 | $10.0B |
| 2023 | 3 | 65,887 | $11.6B |
| 2024 | 3 | 71,094 | $13.8B |
Nearby Defined Benefit (Pension) Plans in North Carolina
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Honeywell Retirement Earnings Plan $17.0B · 12,452
- Truist Financial Corporation Pension Plan $12.5B · 37,931
- Duke Energy Legacy Pension Plan $4.0B · 346
- Duke Energy Retirement Cash Balance Plan $3.2B · 16,132
- Time Warner Cable Pension Plan $2.6B · 18,624
Scale composition for Employees' Retirement Plan of Duke University
Employees' Retirement Plan of Duke University reports $2.5B in end-of-year assets across 20,542 participants (0.020% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.022% of 93,925,755 covered participants) - about $120,284 per participant (87% of the national average assets-per-participant) . Net income for plan year 2022 was -$79M.
This plan identity (EIN 560532129, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.5B to $2.8B (+12.7%) while covered participants moved from 20,542 to 22,655 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 20,542 | $2.5B | This page |
| 2023 | 21,020 | $2.6B | Open filing |
| 2024 · index core | 22,655 | $2.8B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- The Duke University Faculty and Staff Retirement Plan (Other, $11.0B, 48,377 participants)
- Employees' Retirement Plan of Duke University (Defined Benefit (Pension), $2.8B, 22,655 participants)
Employees' Retirement Plan of Duke University's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Pension Plan of Public Service Enterprise Group Incorporated II in NJ ($2.5B); by covered participants it is Macys Inc Cash Account Pension Plan in OH (20,642 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.5B here).
- Pension Plan of Public Service Enterprise Group Incorporated II (NJ) $2.5B · 9,939
- Pipe Fitters Retirement Fund, Local 597 (IL) $2.5B · 6,121
- Northwell Health Pension Plan (NY) $2.5B · 666
- Southern Nevada Culinary and Bartenders Pension Plan (NV) $2.5B · 44,303
Similar participant headcount
Nearest other-state filings by covered participants (20,542 participants); asset peers above are excluded.
- Macys Inc Cash Account Pension Plan (OH) 20,642 · 100 off
- The Hcsc Employees Pension Plan (TX) 20,684 · 142 off
- Sentara Pension Plan (VA) 20,272 · 270 off
- Retirement Plan of International Paper Company (TN) 20,914 · 372 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.