Defined Benefit (Pension) · DOL Form 5500 · 2024
Duke University Pension Plan
Data updated 2026-08-25
- $2.8B
- Total assets Very large vs avg
- 22,655
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $122,924
- Avg per participant Near avg balance/head
Official DOL plan name: Employees' Retirement Plan of Duke University · Sponsored by Duke University · North Carolina · Educational Services
$2.8B in assets, 22,655 participants
Duke University's Employees' Retirement Plan of Duke University reported $2.8B in total assets and 22,655 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #3,612 in Educational Services (3,638 peers)
Coverage in North Carolina
Employees' Retirement Plan of Duke University covers 22,655 participants in North Carolina, 28x the typical North Carolina plan (state average ~819 per filing). Assets: $2.8B.
- #3,612
- in Educational Services (3,638 peers)
- +6.4%
- assets growth YoY
- 28×
- vs typical plan assets (national mean)
Employees' Retirement Plan of Duke University's outsized position by total assets
Employees' Retirement Plan of Duke University vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,784,844,379 Top 1% higher than 99% 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
Employees' Retirement Plan of Duke University's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employees' Retirement Plan of Duke University is a mega filing (22,655 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Employees' Retirement Plan of Duke University reported net income rose from $155M in the plan year 2023 filing to $168M in the plan year 2024 filing.
- Employees' Retirement Plan of Duke University reported participants rose from 21,020 in the plan year 2023 filing to 22,655 in the plan year 2024 filing.
- Employees' Retirement Plan of Duke University end-of-year assets rose from $2.6B in the plan year 2023 filing to $2.8B in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 560532129 · Duke University PY 2024 · Defined Benefit (Pension)
Employees' Retirement Plan of Duke University · $2.8B · 22,655 · 99th
- BOY $2.8B
- SCH 22,655
- EBSA 99th
- PART Defined Benefit (Pension)
- TYPE near Frontier Communications Pension Plan
- NET ind #3612
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 →
Employees' Retirement Plan of Duke University in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $2.6B |
|---|---|
| Net Assets (End of Year) | $2.8B |
| Net Income | $168M |
| Employer EIN | 560532129 |
| Plan Effective Date | 1959-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Duke University)
Sponsor-wide plan assets over time
All Duke University plans reported in each filing year
- Latest sponsor-wide plan assets
- $13.8B 37.83151244360225% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 64,524 | $10.0B |
| 2023 | 3 | 65,887 | $11.6B |
| 2024 | 3 | 71,094 | $13.8B |
Nearby Defined Benefit (Pension) Plans in North Carolina
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Honeywell Retirement Earnings Plan $16.6B · 9,923
- Truist Financial Corporation Pension Plan $14.7B · 38,548
- Duke Energy Retirement Cash Balance Plan $4.7B · 13,576
- The Hearst Corporation Retirement Plan $2.4B · 1,745
- Duke Energy Legacy Pension Plan $2.4B · 300
Scale composition for Employees' Retirement Plan of Duke University
Employees' Retirement Plan of Duke University reports $2.8B in end-of-year assets across 22,655 participants (0.023% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.024% of 93,925,755 covered participants) - about $122,924 per participant (89% of the national average assets-per-participant) . Net income for plan year 2024 was $168M.
This plan identity (EIN 560532129, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.5B to $2.8B (+12.7%) while covered participants moved from 20,542 to 22,655 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 20,542 | $2.5B | Open filing |
| 2023 | 21,020 | $2.6B | Open filing |
| 2024 · index core | 22,655 | $2.8B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- The Duke University Faculty and Staff Retirement Plan (Other, $11.0B, 48,377 participants)
Employees' Retirement Plan of Duke University's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Frontier Communications Pension Plan in CT ($2.8B); by covered participants it is Verizon Pension Plan for Associates in NJ (22,644 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.8B here).
- Frontier Communications Pension Plan (CT) $2.8B · 11,190
- New York State Teamsters Conference Pension & Retirement Fund (NY) $2.8B · 9,522
- Comerica Incorporated Retirement Income Account Plan (TX) $2.7B · 6,712
- Northwell Health Pension Plan (NY) $2.8B · 26,950
Similar participant headcount
Nearest other-state filings by covered participants (22,655 participants); asset peers above are excluded.
- Verizon Pension Plan for Associates (NJ) 22,644 · 11 off
- Cox Enterprises, Inc. Pension Plan (GA) 22,501 · 154 off
- Exxonmobil Pension Plan (TX) 22,000 · 655 off
- Oregon Retail Employees Pension Plan (OR) 21,971 · 684 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.