Plan5500

Duke University — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Duke University (EIN 56-0532129) is a plan sponsor located in Durham, NC with 5 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
56-0532129
Location
Durham, NC
Loaded plans
5
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Duke University

  • 5 loaded plans hold $11.6B in reported assets.
  • The largest, The Duke University Faculty And Staff Retirement Plan, holds 77% of this company's reported plan assets.
  • Plans cover 147,599 reported participants.
  • 3 of 5 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.6BSummed across loaded plans$11,569,652,728
Total reported assets$11.6B$11,569,695,835
Total reported participants147.6K147,599
Total reported liabilities$43.1K$43,107

Reported net position

Reported assets = net assets + liabilities (summed)$11.6B total assets
Net assets$11.6BLiabilities$43.1K
Contributions & income
Employer contributions$287.3M
Participant contributions$238.7M
Total income / additions$2.1B
Expenses & distributions
Benefits paid / distributions$577.2M
Total expenses$588.4M
Net increase / (decrease)$1.5B

Data coverage

Plans with financial statements3 / 5 (60%)
Plans with provider compensation2 / 5 (40%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets77%The Duke University Faculty And Staff Retirement Plan
Participants per plan29,520Average across loaded plans
Loaded plans5
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    The Duke University Faculty And Staff Retirement Plan$9B
    Plan #001 · 65,515 participants · 2023
  2. 2
    Employees' Retirement Plan Of Duke University$2.6B
    Plan #002 · 36,103 participants · 2023
  3. 3
    The Duke University Commissioned Police Officers Supplemental Retirement Plan$1.9M
    Plan #004 · 90 participants · 2023
  4. 4
    Duke University Welfare And Fringe Benefits Plannot reported in the loaded dataset
    Plan #524 · 39,706 participants · 2023
  5. 5
    Duke University Retiree Health Plannot reported in the loaded dataset
    Plan #525 · 6,185 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Duke University. Open one for its full reported snapshot.

  1. 2023
    Duke University Welfare And Fringe Benefits Plan39,706 participants · 2No schedules
    View filing →
  2. 2023
    Duke University Retiree Health Plan6,185 participants · 2No schedules
    View filing →
  3. 2023
    The Duke University Commissioned Police Officers Supplemental Retirement Plan90 participants · 2Sch I
    View filing →
  4. 2023
    The Duke University Faculty And Staff Retirement Plan65,515 participants · 2Sch HSch C
    View filing →
  5. 2023
    Employees' Retirement Plan Of Duke University36,103 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Duke University report on Form 5500?
Duke University (EIN 56-0532129) reports 5 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Duke University?
The Employer Identification Number (EIN) reported for Duke University is 56-0532129.
What is the latest Form 5500 filing year for Duke University?
The latest loaded Form 5500 filing year for Duke University is 2023.

Related Form 5500 pages