Other · DOL Form 5500 · 2024

Elon University Retirement Plan

Data updated 2026-07-24

$91M
Total assets: 850
Participants: 90th
Percentile by assets: $106,975
Avg per participant

Official DOL plan name: Elon University Tax Deferred Annuity Plan · Sponsored by Elon University · North Carolina · Educational Services

$91M in assets, 850 participants

Elon University's Elon University Tax Deferred Annuity Plan reported $91M in total assets and 850 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

90th percentile by assets (of 116,472 plans)

Where Elon University Tax Deferred Annuity Plan sits by assets

Elon University Tax Deferred Annuity Plan sits in the top 10% of all filed plans by assets, $91M for 850 participants (~$106,975/participant), up 9.4% in 2024.

$91M
total plan assets (2024 EOY): 850
covered participants: 90th
percentile by assets (of 116,472 plans): $106,975
avg assets per participant

Elon University Tax Deferred Annuity Plan reported net income fell from $11M in the plan year 2023 filing to $8M in the plan year 2024 filing.
Elon University Tax Deferred Annuity Plan end-of-year assets rose from $83M in the plan year 2023 filing to $91M in the plan year 2024 filing.
Elon University Tax Deferred Annuity Plan reported participants rose from 800 in the plan year 2023 filing to 850 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

North Carolina

Industry

Educational Services

Elon University Tax Deferred Annuity Plan vs the 2024 asset distribution

By assets, Elon University Tax Deferred Annuity Plan outranks 90% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.9x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$83M
Net Assets (End of Year)	$91M
Net Income	$8M
Employer EIN	560532303
Plan Effective Date	1976-05-05
Filing Status	FILING RECEIVED

Sponsor Plan History (Elon University)

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 Tax Deferred Annuity Plan vs. nearby Other plans in North Carolina, assets vs. participants

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

Compare Elon University Tax Deferred Annuity Pla… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Elon University Tax Deferred Annuity Plan by total assets, not by location.

Bellevue University Defined Contribution Retirement Plan (NE) $91M · 1,400
Gica Multiple Employer Plan (GA) $91M · 862
Hopkins School Defined Contribution Retirement Plan (CT) $91M · 197
Citizens Memorial Health Care System Matched Savings Plan (MO) $91M · 2,252

Frequently Asked Questions

How did Elon University Tax Deferred Annuity Plan assets move in 2024? ▼

Elon University Tax Deferred Annuity Plan grew at a solid clip - up 9.4% during 2024, from $83M to $91M. Reported net income was $8M.

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 Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼

Elon University Tax Deferred Annuity Plan ranks in the 90th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which Other plans are similar in size to Elon University Tax Deferred Annuity Plan? ▼

Among Other plans in other states, the closest by assets is Bellevue University Defined Contribution Retirement Plan in NE ($91M, 1,400 participants).

Next read for Elon University Tax Deferred Annuity Pla…

Scale reading

Ways to act on Elon University Tax Deferred Annuity Plan's numbers.

By total assets, Elon University Tax Deferred Annuity Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in North Carolina. Compare plans
Elon University's sponsor-wide assets have grown 23.3% since 2022 across 3 plan years on file. More Educational Services plans

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.