Other · DOL Form 5500 · 2024

Davidson College Retirement Plan

Data updated 2026-08-25

$140M
Total assets Near avg plan size
392
Participants Below avg headcount
93rd
Percentile by assets National rank
$356,140
Avg per participant High balance/head
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Official DOL plan name: Davidson College Tax-Deferred Annuity Plan · Sponsored by Davidson College · North Carolina · Educational Services

$140M in assets, 392 participants

Davidson College's Davidson College Tax-Deferred Annuity Plan reported $140M in total assets and 392 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #3,181 in Educational Services (3,638 peers)

Coverage in North Carolina

Davidson College Tax-Deferred Annuity Plan covers 392 participants in North Carolina, about 48% of the average North Carolina filer (state average ~819 per filing). Assets: $140M.

#3,181
in Educational Services (3,638 peers)
+9.4%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Davidson College Tax-Deferred Annuity Plan's outsized position by total assets

Davidson College Tax-Deferred Annuity Plan vs every filed plan by assets

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

$139,606,951 Top 7% higher than 93% 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

Davidson College 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. Davidson College Tax-Deferred Annuity Plan sits mid-pack in the medium band (392 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Davidson College Tax-Deferred Annuity Plan reported net income fell from $17M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Davidson College Tax-Deferred Annuity Plan end-of-year assets rose from $128M in the plan year 2023 filing to $140M in the plan year 2024 filing.
  • Davidson College Tax-Deferred Annuity Plan reported participants fell from 405 in the plan year 2023 filing to 392 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 560529961 · Davidson College PY 2024 · Other

Davidson College Tax-Deferred Annuity Plan · $140M · 392 · 93rd

  • IND $140M
  • EOY 392
  • 5500 93rd
  • ASSETS Other
  • PCT near National Audubon Society Tax Deferred Annuity Plan
  • EIN ind #3181

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 Tax-Deferred Annuity Plan in the asset neighbourhood

The Fedcap Group, Inc. Tax Deferred Annuity Retirement Plan for BuildingThe Fedcap Group, Inc. Tax D…$140MDavidson College Tax-Deferred Annuity PlanDavidson College Tax-Deferre…$140MNational Audubon Society Tax Deferred Annuity PlanNational Audubon Society Tax…$140MThe Brearley School Retirement PlanThe Brearley School Retireme…$139MScripps College Academic Retirement PlanScripps College Academic Ret…$139M
End-of-year total assets ($M) among Davidson College Tax-Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$128M
Net Assets (End of Year)$140M
Net Income$12M
Employer EIN560529961
Plan Effective Date1976-10-01
Filing StatusFILING 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
$260M$280M$300M$320M$340M$360M 202220232024 $281M $345M ▲ +22.6%
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.

Davidson College Tax-Deferred Annuity Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Davidson College Tax-Deferred Annuity Plan, Total assets ($B): 0.139606951 · Participants: 392Davidson College 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
Davidson College Tax-Deferred Annuity Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Davidson College Tax-Deferred Annuity Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest Other by assets is National Audubon Society Tax Deferred Annuity Plan in NY ($140M); by covered participants it is H. B. Magruder Memorial Hospital 403(b) Plan in OH (392 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (392 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 Davidson College Tax-Deferred Annuity Plan assets move in 2024? ▼
Davidson College Tax-Deferred Annuity Plan grew at a solid clip - up 9.4% during 2024, from $128M to $140M. Reported net income was $12M.
How have Davidson College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Davidson College's sponsor-wide assets grew 22.6%, from $281M to $345M.
Where does Davidson College Tax-Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Davidson College Tax-Deferred Annuity Plan ranks in the 93rd 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 Davidson College Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is National Audubon Society Tax Deferred Annuity Plan in NY ($140M, 755 participants).
Which Other plans cover a similar participant headcount to Davidson College Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is H. B. Magruder Memorial Hospital 403(b) Plan in OH (392 participants, $24M 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 560529961.

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.