Other · DOL Form 5500 · 2023

Elon University Retirement Plan

Data updated 2026-08-25

$83M
Total assets Below avg plan size
800
Participants Near avg headcount
90th
Percentile by assets National rank
$103,879
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Elon University Tax Deferred Annuity Plan · Sponsored by Elon University · North Carolina · Educational Services

$83M in assets, 800 participants

Elon University's Elon University Tax Deferred Annuity Plan reported $83M in total assets and 800 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #3,069 in Educational Services (3,735 peers)

Where Elon University Tax Deferred Annuity Plan sits by assets

Elon University Tax Deferred Annuity Plan sits in the top 10% of all filed plans by assets, $83M for 800 participants (~$103,879/participant), up 15.0% in 2023.

#3,069
in Educational Services (3,735 peers)
+15.0%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Elon University Tax Deferred Annuity Plan's outsized position by total assets

Elon University Tax Deferred Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$83,103,415 Top 10% higher than 90% of 127,068 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 2023

Elon University Tax Deferred Annuity Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Elon University Tax Deferred Annuity Plan sits mid-pack in the medium band (800 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Elon University Tax Deferred Annuity Plan reported net income rose from -$7M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Elon University Tax Deferred Annuity Plan end-of-year assets rose from $72M in the plan year 2022 filing to $83M in the plan year 2023 filing.
  • Elon University Tax Deferred Annuity Plan reported participants rose from 778 in the plan year 2022 filing to 800 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 560532303 · Elon University PY 2023 · Other

Elon University Tax Deferred Annuity Plan · $83M · 800 · 90th

  • EBSA $83M
  • EBSA 800
  • EBSA 90th
  • EBSA Other
  • EBSA near Bancroft Defined Contribution Retirement Plan
  • EBSA ind #3069

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 Tax Deferred Annuity Plan in the asset neighbourhood

Chmc Anesthesia Foundation, Inc. 403(b) PlanChmc Anesthesia Foundation, …$83MIha 401(k) and Retirement Savings PlanIha 401(k) and Retirement Sa…$83MUpmc Western Maryland 403(b) Savings PlanUpmc Western Maryland 403(b)…$83MElon University Tax Deferred Annuity PlanElon University Tax Deferred…$83MBancroft Defined Contribution Retirement PlanBancroft Defined Contributio…$83M
End-of-year total assets ($M) among Elon University Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$72M
Net Assets (End of Year)$83M
Net Income$11M
Employer EIN560532303
Plan Effective Date1976-05-05
Filing StatusFILING 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
$300M$350M$400M$450M 202220232024 $337M $415M ▲ +23.3%
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 Tax Deferred Annuity Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants Elon University Tax Deferred Annuity Plan, Total assets ($B): 0.083103415 · Participants: 800Elon University Tax Deferred Annuity PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 8.950907627 · Participants: 44809The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 3.192820786 · Participants: 18961Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.459711813 · Participants: 13606The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.797846895 · Participants: 3092Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.444128487 · Participants: 4458Caromont Health, Inc. Retirement Savings Plan
Elon University Tax Deferred Annuity Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Elon University Tax Deferred Annuity Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest Other by assets is Bancroft Defined Contribution Retirement Plan in NJ ($83M); by covered participants it is Association of American Medical Colleges Def. Cont. Retirement Plan in DC (799 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($83M here).

Similar participant headcount

Nearest other-state filings by covered participants (800 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.

Frequently Asked Questions

How did Elon University Tax Deferred Annuity Plan assets move in 2023? ▼
Elon University Tax Deferred Annuity Plan grew at a solid clip - up 15.0% during 2023, from $72M to $83M. Reported net income was $11M.
How have Elon University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Elon University's sponsor-wide assets grew 23.3%, from $337M to $415M.
Where does Elon University Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Elon University Tax Deferred Annuity Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Elon University Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Bancroft Defined Contribution Retirement Plan in NJ ($83M, 2,765 participants).
Which Other plans cover a similar participant headcount to Elon University Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Association of American Medical Colleges Def. Cont. Retirement Plan in DC (799 participants, $332M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 560532303.

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.