Other · DOL Form 5500 · 2023

Elon University Retirement Plan

Data updated 2026-08-25

$298M
Total assets Near avg plan size
1,521
Participants Near avg headcount
96th
Percentile by assets National rank
$196,252
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Elon University Defined Contribution Plan · Sponsored by Elon University · North Carolina · Educational Services

$298M in assets, 1,521 participants

Elon University's Elon University Defined Contribution Plan reported $298M in total assets and 1,521 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #3,506 in Educational Services (3,735 peers)

Where Elon University Defined Contribution Plan sits by assets

Elon University Defined Contribution Plan sits in the top 5% of all filed plans by assets, $298M for 1,521 participants (~$196,252/participant), up 12.9% in 2023.

#3,506
in Educational Services (3,735 peers)
+12.9%
assets growth YoY
3.0×
vs typical plan assets (national mean)

Elon University Defined Contribution Plan's outsized position by total assets

Elon University Defined Contribution Plan vs every filed plan by assets

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

$298,498,842 Top 4% higher than 96% 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 Defined Contribution Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Elon University Defined Contribution Plan lands in the large band (1,521 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Elon University Defined Contribution Plan reported net income rose from -$36M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Elon University Defined Contribution Plan end-of-year assets rose from $265M in the plan year 2022 filing to $298M in the plan year 2023 filing.
  • Elon University Defined Contribution Plan reported participants rose from 1,508 in the plan year 2022 filing to 1,521 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 560532303 · Elon University PY 2023 · Other

Elon University Defined Contribution Plan · $298M · 1,521 · 96th

  • EIN $298M
  • RANK 1,521
  • PHOTO 96th
  • IND Other
  • EOY near Punahou School Defined Contribution Retirement Plan
  • 5500 ind #3506

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 Defined Contribution Plan in the asset neighbourhood

The Children's Hospital of Philadelphia Funded Retirement Savings PlanThe Children's Hospital of P…$300MThe Salk Institute Retirement PlanThe Salk Institute Retiremen…$299MPunahou School Defined Contribution Retirement PlanPunahou School Defined Contr…$299MElon University Defined Contribution PlanElon University Defined Cont…$298MChamplain Valley Physicians Hospital 403(b) Retirement Savings PlanChamplain Valley Physicians …$297M
End-of-year total assets ($M) among Elon University Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$265M
Net Assets (End of Year)$298M
Net Income$34M
Employer EIN560532303
Plan Effective Date1959-09-01
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 Defined Contribution Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants Elon University Defined Contribution Plan, Total assets ($B): 0.298498842 · Participants: 1521Elon University Defined Contribution 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 Defined Contribution Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Elon University Defined Contribution Plan side-by-side with 3 peers →

Elon University Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Punahou School Defined Contribution Retirement Plan in HI ($299M); by covered participants it is Art Center College of Design Savings Plan in CA (1,521 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,521 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 Defined Contribution Plan assets move in 2023? ▼
Elon University Defined Contribution Plan grew at a solid clip - up 12.9% during 2023, from $265M to $298M. Reported net income was $34M.
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 Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Elon University Defined Contribution Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Elon University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Punahou School Defined Contribution Retirement Plan in HI ($299M, 932 participants).
Which Other plans cover a similar participant headcount to Elon University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Art Center College of Design Savings Plan in CA (1,521 participants, $100M 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.