Other · DOL Form 5500 · 2024
Elon University Retirement Plan
Data updated 2026-08-25
- $324M
- Total assets Above avg plan size
- 1,613
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $200,970
- Avg per participant Above avg balance/head
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.
- #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.
- #3,405
- in Educational Services (3,638 peers)
- +8.6%
- assets growth YoY
- 3.3×
- 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 2024 · DOL Form 5500
$324,164,632 Top 4% higher than 96% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Elon University Defined Contribution Plan's large-plan peer group by participant headcount
Plan-year 2024 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 (1,613 participants).
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.
Plan-year Form 5500 strip
Filing strip 560532303 · Elon University PY 2024 · Other
Elon University Defined Contribution Plan · $324M · 1,613 · 96th
- PART $324M
- PART 1,613
- PART 96th
- PART Other
- PART near Bon Secours Charity Health System Tax Sheltered Annuity Plan
- PART ind #3405
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
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $298M |
|---|---|
| Net Assets (End of Year) | $324M |
| Net Income | $26M |
| Employer EIN | 560532303 |
| Plan Effective Date | 1959-09-01 |
| Filing Status | FILING 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
| 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.
- The Duke University Faculty and Staff Retirement Plan $11.0B · 48,377
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $3.6B · 19,745
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.6B · 13,533
- Wake Forest University Retirement Plan $889M · 3,215
- Caromont Health, Inc. Retirement Savings Plan $511M · 4,913
Elon University Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Bon Secours Charity Health System Tax Sheltered Annuity Plan in NY ($324M); by covered participants it is The Independent School Group Retirement Plan (Misbo) in GA (1,612 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($324M here).
- Bon Secours Charity Health System Tax Sheltered Annuity Plan (NY) $324M · 4,070
- Rider University Defined Contribution Retirement Plan (NJ) $325M · 935
- Kenyon College Defined Contribution and Tax Deferred Annuity Retirement Plan (OH) $323M · 639
- Punahou School Defined Contribution Retirement Plan (HI) $326M · 1,542
Similar participant headcount
Nearest other-state filings by covered participants (1,613 participants); asset peers above are excluded.
- The Independent School Group Retirement Plan (Misbo) (GA) 1,612 · 1 off
- Hannibal Regional Hospital Retirement Savings Plan (MO) 1,605 · 8 off
- Ithaca College 403(b) Retirement Plan (NY) 1,621 · 8 off
- Heywood Hospital Employee Retirement Savings Plan (MA) 1,621 · 8 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.