Other · DOL Form 5500 · 2023

Elon University Retirement Plan

Data updated 2026-08-11

$83M
Total assets
800
Participants
90th
Percentile by assets
$103,879
Avg per participant
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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.

  • 90th percentile by assets (of 127,072 plans)
  • #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.

$83M
total plan assets (2023 EOY)
800
covered participants
90th
percentile by assets (of 127,072 plans)
$103,879
avg assets per participant

Where Elon University Tax Deferred Annuity Plan sits 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 $2,010,000,000 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

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 →

State
North Carolina
Industry
Educational Services

Elon University Tax Deferred Annuity Plan vs the 2023 asset distribution

By assets, Elon University Tax Deferred Annuity Plan outranks 90% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).

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)

$300M$350M$400M$450M 202220232024 $337M $415M ▲ +23.3%
Total plan assets by year, all Elon University plans on file
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 ($B) Participants Elon University Tax …, Total assets ($B): 0.083103415 · Participants: 800Elon University Tax …The Duke University …, Total assets ($B): 8.950907627 · Participants: 44809The Duke University …Wake Forest Baptist …, Total assets ($B): 3.192820786 · Participants: 18961Wake Forest Baptist …The Moses H. Cone Me…, Total assets ($B): 1.459711813 · Participants: 13606The Moses H. Cone Me…Wake Forest Universi…, Total assets ($B): 0.797846895 · Participants: 3092Wake Forest Universi…Caromont Health, Inc…, Total assets ($B): 0.444128487 · Participants: 4458Caromont Health, Inc…
Elon University Tax Deferred Annuity Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Elon University Tax Deferred Annuity Pla… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Elon University Tax Deferred Annuity Plan by total assets, not by location.

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).

Next read for Elon University Tax Deferred Annuity Pla…

Scale reading

Ways to act on Elon University Tax Deferred Annuity Plan's numbers.

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.