Other · DOL Form 5500 · 2024
Davidson College Retirement Plan
Data updated 2026-08-25
- $205M
- Total assets Near avg plan size
- 437
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $469,512
- Avg per participant High balance/head
Official DOL plan name: Davidson College Retirement Plan · Sponsored by Davidson College · North Carolina · Educational Services
$205M in assets, 437 participants
Davidson College's Davidson College Retirement Plan reported $205M in total assets and 437 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #3,296 in Educational Services (3,638 peers)
Where Davidson College Retirement Plan sits by assets
Davidson College Retirement Plan sits in the top 10% of all filed plans by assets, $205M for 437 participants (~$469,512/participant), up 7.3% in 2024.
- #3,296
- in Educational Services (3,638 peers)
- +7.3%
- assets growth YoY
- 2.1×
- vs typical plan assets (national mean)
Davidson College Retirement Plan's outsized position by total assets
Davidson College Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$205,176,814 Top 6% higher than 94% 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
Davidson College Retirement 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. Davidson College Retirement Plan sits mid-pack in the medium band (437 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Davidson College Retirement Plan reported net income fell from $20M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Davidson College Retirement Plan end-of-year assets rose from $191M in the plan year 2023 filing to $205M in the plan year 2024 filing.
- Davidson College Retirement Plan reported participants fell from 457 in the plan year 2023 filing to 437 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 560529961 · Davidson College PY 2024 · Other
Davidson College Retirement Plan · $205M · 437 · 94th
- RANK $205M
- RANK 437
- RANK 94th
- RANK Other
- RANK near Owensboro Health 403(b) Safe Harbor Plan
- RANK ind #3296
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 Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $191M |
|---|---|
| Net Assets (End of Year) | $205M |
| Net Income | $14M |
| Employer EIN | 560529961 |
| Plan Effective Date | 1926-06-01 |
| Filing Status | FILING 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
| 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.
- 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
Davidson College Retirement Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Owensboro Health 403(b) Safe Harbor Plan in KY ($205M); by covered participants it is Readyone Industries Retirement Plan in TX (437 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($205M here).
- Owensboro Health 403(b) Safe Harbor Plan (KY) $205M · 3,596
- Hillsdale College Defined Contribution Retirement Plan (MI) $205M · 822
- Harvey Mudd College Academic Retirement Plan (CA) $205M · 468
- Archbold Medical Center, Inc. 403(b) Employees Thrift Plan (GA) $206M · 2,883
Similar participant headcount
Nearest other-state filings by covered participants (437 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.