Other · DOL Form 5500 · 2023

Davidson College Retirement Plan

Data updated 2026-08-25

$191M
Total assets Near avg plan size
457
Participants Below avg headcount
95th
Percentile by assets National rank
$418,361
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Davidson College Retirement Plan · Sponsored by Davidson College · North Carolina · Educational Services

$191M in assets, 457 participants

Davidson College's Davidson College Retirement Plan reported $191M in total assets and 457 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #3,399 in Educational Services (3,735 peers)

Where Davidson College Retirement Plan sits by assets

Davidson College Retirement Plan sits in the top 5% of all filed plans by assets, $191M for 457 participants (~$418,361/participant), up 12.0% in 2023.

#3,399
in Educational Services (3,735 peers)
+12.0%
assets growth YoY
1.9×
vs typical plan assets (national mean)

Davidson College Retirement Plan's outsized position by total assets

Davidson College Retirement Plan vs every filed plan by assets

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

$191,191,082 Top 5% higher than 95% 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

Davidson College Retirement 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. Davidson College Retirement Plan sits mid-pack in the medium band (457 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Davidson College Retirement Plan reported net income rose from -$33M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Davidson College Retirement Plan end-of-year assets rose from $171M in the plan year 2022 filing to $191M in the plan year 2023 filing.
  • Davidson College Retirement Plan reported participants fell from 481 in the plan year 2022 filing to 457 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 560529961 · Davidson College PY 2023 · Other

Davidson College Retirement Plan · $191M · 457 · 95th

  • SCH $191M
  • EBSA 457
  • PART 95th
  • TYPE Other
  • NET near Sturdy Memorial 403(b) Plan
  • BOOK ind #3399

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 →

Davidson College Retirement Plan in the asset neighbourhood

Uva Community Health Retirement PlanUva Community Health Retirem…$192MSturdy Memorial 403(b) Plan$191MDavidson College Retirement PlanDavidson College Retirement …$191MCity of Hope National Medical Center Research Staff Organization Tax-Deferred Annuity PlanCity of Hope National Medica…$191MArchbold Medical Center, Inc. 403(b) Employees Thrift PlanArchbold Medical Center, Inc…$191M
End-of-year total assets ($M) among Davidson College Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$171M
Net Assets (End of Year)$191M
Net Income$20M
Employer EIN560529961
Plan Effective Date1926-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Davidson College)

Sponsor-wide plan assets over time

All Davidson College plans reported in each filing year

Latest sponsor-wide plan assets
$345M 22.632813820907938% vs 2022
2024 filing year
$260M$280M$300M$320M$340M$360M 202220232024 $281M $345M ▲ +22.6%
Year Plans Participants Total Assets
2022 2 913 $281M
2023 2 862 $319M
2024 2 829 $345M

Nearby Other Plans in North Carolina

Peer Other plans, same state, same plan type, ranked by total assets.

Davidson College Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants Davidson College Retirement Plan, Total assets ($B): 0.191191082 · Participants: 457Davidson College Retirement 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
Davidson College Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Davidson College Retirement Plan side-by-side with 3 peers →

Davidson College Retirement Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Sturdy Memorial 403(b) Plan in MA ($191M); by covered participants it is Bellarmine University Tax Deferred Annuity Plan in KY (457 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (457 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 Davidson College Retirement Plan assets move in 2023? ▼
Davidson College Retirement Plan grew at a solid clip - up 12.0% during 2023, from $171M to $191M. Reported net income was $20M.
How have Davidson College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Davidson College's sponsor-wide assets grew 22.6%, from $281M to $345M.
Where does Davidson College Retirement Plan rank by assets among Form 5500 filers? ▼
Davidson College Retirement Plan ranks in the 95th 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 Davidson College Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Sturdy Memorial 403(b) Plan in MA ($191M, 2,087 participants).
Which Other plans cover a similar participant headcount to Davidson College Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Bellarmine University Tax Deferred Annuity Plan in KY (457 participants, $29M 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 560529961.

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.