Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
THE DUKE ENDOWMENT
EIN 56-0529965non-profit organization managementLatest filing 2025
Plans
2
Retirement
2
$56.2M assets
Welfare
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 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE DUKE ENDOWMENT EMPLOYEES' RETIREMENT PLAN
TraditionalDB
Assets$31.9M
Participants66
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
THE DUKE ENDOWMENT EMPLOYEES' 401(K) PLAN
401k
Assets$24.4M
Participants73
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE DUKE ENDOWMENT EMPLOYEES' RETIREMENT PLAN | TraditionalDB | $31.9M | 66 | 2025 | |
| 002 | THE DUKE ENDOWMENT EMPLOYEES' 401(K) PLAN | 401k | $24.4M | 73 | 2025 |
Retirement plans