Other · DOL Form 5500 · 2023

Davidson College Retirement Plan

Data updated 2026-08-25

$128M
Total assets Near avg plan size
405
Participants Below avg headcount
93rd
Percentile by assets National rank
$315,022
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Davidson College Tax-Deferred Annuity Plan · Sponsored by Davidson College · North Carolina · Educational Services

$128M in assets, 405 participants

Davidson College's Davidson College Tax-Deferred Annuity Plan reported $128M in total assets and 405 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #3,273 in Educational Services (3,735 peers)

Coverage in North Carolina

Davidson College Tax-Deferred Annuity Plan covers 405 participants in North Carolina, about 49% of the average North Carolina filer (state average ~819 per filing). Assets: $128M.

#3,273
in Educational Services (3,735 peers)
+15.6%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Davidson College Tax-Deferred Annuity Plan's outsized position by total assets

Davidson College Tax-Deferred Annuity Plan vs every filed plan by assets

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

$127,584,098 Top 7% higher than 93% 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 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. Davidson College Tax-Deferred Annuity Plan sits mid-pack in the medium band (405 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Davidson College Tax-Deferred Annuity Plan reported net income rose from -$22M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Davidson College Tax-Deferred Annuity Plan end-of-year assets rose from $110M in the plan year 2022 filing to $128M in the plan year 2023 filing.
  • Davidson College Tax-Deferred Annuity Plan reported participants fell from 432 in the plan year 2022 filing to 405 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 560529961 · Davidson College PY 2023 · Other

Davidson College Tax-Deferred Annuity Plan · $128M · 405 · 93rd

  • EBSA $128M
  • PART 405
  • TYPE 93rd
  • NET Other
  • BOOK near University of Saint Joseph 403(b) Retirement Plan
  • VS-ST ind #3273

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 Tax-Deferred Annuity Plan in the asset neighbourhood

Memorial Health System 403(b) PlanMemorial Health System 403(b…$128MDavidson College Tax-Deferred Annuity PlanDavidson College Tax-Deferre…$128MUniversity of Saint Joseph 403(b) Retirement PlanUniversity of Saint Joseph 4…$128MSt. John's School Retirement PlanSt. John's School Retirement…$128MMarymount University Defined Contribution Retirement PlanMarymount University Defined…$127M
End-of-year total assets ($M) among Davidson College Tax-Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$110M
Net Assets (End of Year)$128M
Net Income$17M
Employer EIN560529961
Plan Effective Date1976-10-01
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 Tax-Deferred Annuity Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants Davidson College Tax-Deferred Annuity Plan, Total assets ($B): 0.127584098 · Participants: 405Davidson College 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
Davidson College Tax-Deferred Annuity Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Davidson College Tax-Deferred Annuity Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest Other by assets is University of Saint Joseph 403(b) Retirement Plan in CT ($128M); by covered participants it is University of Massachusetts Global Defined Contribution Retirement Plan in CA (405 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($128M here).

Similar participant headcount

Nearest other-state filings by covered participants (405 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 Tax-Deferred Annuity Plan assets move in 2023? ▼
Davidson College Tax-Deferred Annuity Plan grew sharply - up 15.6% during 2023, from $110M to $128M. Reported net income was $17M.
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 Tax-Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Davidson College Tax-Deferred Annuity Plan ranks in the 93rd 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 Davidson College Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is University of Saint Joseph 403(b) Retirement Plan in CT ($128M, 896 participants).
Which Other plans cover a similar participant headcount to Davidson College Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is University of Massachusetts Global Defined Contribution Retirement Plan in CA (405 participants, $23M 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.