Defined Benefit (Pension) · DOL Form 5500 · 2023
The Duke Endowment Pension Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 39
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $512,931
- Avg per participant High balance/head
Official DOL plan name: The Duke Endowment Employees' Retirement Plan · Sponsored by The Duke Endowment · North Carolina · Other Services
$20M in assets, 39 participants
The Duke Endowment's The Duke Endowment Employees' Retirement Plan reported $20M in total assets and 39 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- #6,680 in Other Services (7,857 peers)
The Duke Endowment multi-year trail
The Duke Endowment's plans moved +40.0% in assets from 2022 to 2024; this filing shows The Duke Endowment Employees' Retirement Plan at $20M / 39 participants.
- #6,680
- in Other Services (7,857 peers)
- +20.9%
- assets growth YoY
The Duke Endowment Employees' Retirement Plan's outsized position by total assets
The Duke Endowment Employees' Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$20,004,291 Top 27% higher than 73% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Duke Endowment Employees' Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Duke Endowment Employees' Retirement Plan is a small filing (39 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Duke Endowment Employees' Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- The Duke Endowment Employees' Retirement Plan end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- The Duke Endowment Employees' Retirement Plan reported participants rose from 36 in the plan year 2022 filing to 39 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 560529965 · The Duke Endowment PY 2023 · Defined Benefit (Pension)
The Duke Endowment Employees' Retirement Plan · $20M · 39 · 73rd
- RANK $20M
- RANK 39
- RANK 73rd
- RANK Defined Benefit (Pension)
- RANK near Trihealth, Inc. Retirement Plan
- RANK ind #6680
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 Other Services retirement plans → · Plans in North Carolina →
The Duke Endowment Employees' Retirement Plan in the asset neighbourhood
The Duke Endowment multi-year asset trail
Sponsor-wide plan assets over time
All The Duke Endowment plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 39.987486915680634% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 36 | $17M |
| 2023 | 1 | 39 | $20M |
| 2024 | 1 | 44 | $23M |
The Duke Endowment filing trail (2023)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $3M |
| Employer EIN | 560529965 |
| Plan Effective Date | 1958-01-01 |
| Filing Status | FILING RECEIVED |
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 $16.6B · 11,145
- Truist Financial Corporation Pension Plan $14.6B · 45,818
- Duke Energy Retirement Cash Balance Plan $4.0B · 14,485
- Duke Energy Legacy Pension Plan $3.4B · 371
- Employees' Retirement Plan of Duke University $2.6B · 21,020
The Duke Endowment Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Trihealth, Inc. Retirement Plan in OH ($20M); by covered participants it is Financial Accounting Foundation Employees' Pension Plan in CT (39 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (39 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.