Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
The Duke Endowment
EIN 56-0529965non-profit organization managementLatest filing 2025
Plans
2
Retirement
2
$56.2M assets
Health & Benefits
0
Participants
139
800 EAST MOREHEAD STREET - CHARLOTTE, NC 282022706704-969-2101dukeendowment.orgLinkedIn11-50 employeesnon-profit organization management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $56.2M assets / 139 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
THE DUKE ENDOWMENT EMPLOYEES' RETIREMENT PLAN
Traditional DB
Assets$31.9M
Participants66
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
THE DUKE ENDOWMENT EMPLOYEES' 401(K) PLAN
401(k)
Assets$24.4M
Participants73
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE DUKE ENDOWMENT EMPLOYEES' RETIREMENT PLAN | Traditional DB | $31.9M | 66 | 2025 |
| #002 | THE DUKE ENDOWMENT EMPLOYEES' 401(K) PLAN | 401(k) | $24.4M | 73 | 2025 |
- #001 · Traditional DB · 202566
- #002 · 401(k) · 202573
Retirement plans