Other · DOL Form 5500 · 2024

Elon University Retirement Plan

Data updated 2026-08-11

$324M
Total assets
1,613
Participants
96th
Percentile by assets
$200,970
Avg per participant
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Official DOL plan name: Elon University Defined Contribution Plan · Sponsored by Elon University · North Carolina · Educational Services

$324M in assets, 1,613 participants

Elon University's Elon University Defined Contribution Plan reported $324M in total assets and 1,613 participants in its 2024 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.

  • 96th percentile by assets (of 123,622 plans)
  • #3,405 in Educational Services (3,638 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, $324M for 1,613 participants (~$200,970/participant), up 8.6% in 2024.

$324M
total plan assets (2024 EOY)
1,613
covered participants
96th
percentile by assets (of 123,622 plans)
$200,970
avg assets per participant

Where Elon University Defined Contribution Plan sits by total assets

Elon University Defined Contribution Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$324,164,632 Top 4% higher than 96% of 123,620 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 2024

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Elon University Defined Contribution Plan reported net income fell from $34M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Elon University Defined Contribution Plan end-of-year assets rose from $298M in the plan year 2023 filing to $324M in the plan year 2024 filing.
  • Elon University Defined Contribution Plan reported participants rose from 1,521 in the plan year 2023 filing to 1,613 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
North Carolina
Industry
Educational Services

Elon University Defined Contribution Plan vs the 2024 asset distribution

By assets, Elon University Defined Contribution Plan outranks 96% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 3.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$298M
Net Assets (End of Year)$324M
Net Income$26M
Employer EIN560532303
Plan Effective Date1959-09-01
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 Defined Contribution Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Elon University Defi…, Total assets ($B): 0.324164632 · Participants: 1613Elon University Defi…The Duke University …, Total assets ($B): 11.044676648 · Participants: 48377The Duke University …Wake Forest Baptist …, Total assets ($B): 3.642720552 · Participants: 19745Wake Forest Baptist …The Moses H. Cone Me…, Total assets ($B): 1.62454492 · Participants: 13533The Moses H. Cone Me…Wake Forest Universi…, Total assets ($B): 0.889362028 · Participants: 3215Wake Forest Universi…Caromont Health, Inc…, Total assets ($B): 0.510802535 · Participants: 4913Caromont Health, Inc…
Elon University Defined Contribution Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Elon University Defined Contribution Pla… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Elon University Defined Contribution Plan by total assets, not by location.

Frequently Asked Questions

How did Elon University Defined Contribution Plan assets move in 2024? ▼
Elon University Defined Contribution Plan grew at a solid clip - up 8.6% during 2024, from $298M to $324M. Reported net income was $26M.
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 123,622 plans that reported assets for plan year 2024 (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 Bon Secours Charity Health System Tax Sheltered Annuity Plan in NY ($324M, 4,070 participants).

Next read for Elon University Defined Contribution Pla…

Scale reading

Ways to act on Elon University Defined Contribution Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.