Defined Benefit (Pension) · DOL Form 5500 · 2024
Duke University Pension Plan
Data updated 2026-08-11
- $2.8B
- Total assets
- 22,655
- Participants
- 99th
- Percentile by assets
- $122,924
- Avg per participant
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.
- 99th percentile by assets (of 123,622 plans)
- #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.
- $2.8B
- total plan assets (2024 EOY)
- 22,655
- covered participants
- 99th
- percentile by assets (of 123,622 plans)
- $122,924
- avg assets per participant
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.
Participants vs North Carolina filers
In North Carolina, the average filing covers about 819 participants across 3,515 plans. Employees' Retirement Plan of Duke University reports 22,655 participants - 28x that state average ($2.8B EOY assets).
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)
| 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.
Employees' Retirement Plan of Duke University vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants
- 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)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Employees' Retirement Plan of Duke University by total assets, not by location.
- 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
Frequently Asked Questions
How did Employees' Retirement Plan of Duke University assets move in 2024? ▼
How have Duke University plan assets changed over time? ▼
Where does Employees' Retirement Plan of Duke University rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Employees' Retirement Plan of Duke University? ▼
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Filing takeaways
Ways to act on Employees' Retirement Plan of Duke University's numbers.
- By total assets, Employees' Retirement Plan of Duke University ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in North Carolina. Compare plans
- Duke University's sponsor-wide assets have grown 37.8% since 2022 across 3 plan years on file. More Educational Services plans