Plain-English plan 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, The Duke University Faculty And Staff Retirement Plan is a benefit plan reported by Duke University under EIN 56-0532129 and plan number 001. The latest loaded filing year is 2023. The filing reports 65,515 participants and $8,950,907,627 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,950,907,627
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,950,907,627
- Net assets (BOY)
- $7,562,740,816
Income & contributions
- Employer contributions
- $257,537,818
- Participant contributions
- $238,401,935
- Total contributions
- $567,428,575
- Total income / additions
- $1,876,890,331
Expenses & distributions
- Benefits paid
- $485,849,699
- Administrative expenses
- $2,752,685
- Total expenses
- $488,723,520
- Net increase / (decrease)
- $1,388,166,811