Other · DOL Form 5500 · 2024

Elon University Retirement Plan

Data updated 2026-08-25

$91M
Total assets Below avg plan size
850
Participants Near avg headcount
90th
Percentile by assets National rank
$106,975
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #2,975 in Educational Services (3,638 peers)

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.

#2,975
in Educational Services (3,638 peers)
+9.4%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Elon University Tax Deferred Annuity Plan's outsized position by total assets

Elon University Tax Deferred Annuity Plan vs every filed plan by assets

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

$90,928,625 Top 10% higher than 90% of 123,620 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 2024

Elon University Tax Deferred Annuity Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Elon University Tax Deferred Annuity Plan sits mid-pack in the medium band (850 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Plan-year Form 5500 strip

Filing strip 560532303 · Elon University PY 2024 · Other

Elon University Tax Deferred Annuity Plan · $91M · 850 · 90th

  • NET $91M
  • BOOK 850
  • VS-ST 90th
  • BOY Other
  • SCH near Bellevue University Defined Contribution Retirement Plan
  • EBSA ind #2975

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 Tax Deferred Annuity Plan in the asset neighbourhood

Citizens Memorial Health Care System Matched Savings PlanCitizens Memorial Health Car…$91MBellevue University Defined Contribution Retirement PlanBellevue University Defined …$91MElon University Tax Deferred Annuity PlanElon University Tax Deferred…$91MGica Multiple Employer Plan$91MHopkins School Defined Contribution Retirement PlanHopkins School Defined Contr…$91M
End-of-year total assets ($M) among Elon University Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$83M
Net Assets (End of Year)$91M
Net Income$8M
Employer EIN560532303
Plan Effective Date1976-05-05
Filing StatusFILING 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
$300M$350M$400M$450M 202220232024 $337M $415M ▲ +23.3%
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 Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Elon University Tax Deferred Annuity Plan, Total assets ($B): 0.090928625 · Participants: 850Elon University Tax Deferred Annuity PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 11.044676648 · Participants: 48377The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 3.642720552 · Participants: 19745Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.62454492 · Participants: 13533The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.889362028 · Participants: 3215Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.510802535 · Participants: 4913Caromont Health, Inc. Retirement Savings Plan
Elon University Tax Deferred Annuity Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Elon University Tax Deferred Annuity Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest Other by assets is Bellevue University Defined Contribution Retirement Plan in NE ($91M); by covered participants it is Children's University Medical Group Tax Deferred Annuity Plan in WA (849 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (850 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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 123,622 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).
Which Other plans cover a similar participant headcount to Elon University Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Children's University Medical Group Tax Deferred Annuity Plan in WA (849 participants, $179M in assets).

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.