Duke University, Durham, NC. EIN 56-0532129. Annual reports 2009–2024.
Duke University has 3 active retirement plans on file. The largest is the The Duke University Faculty and Staff Retirement Plan, with 71,641 participants and $11.0 billion in assets in 2024. Fidelity has been its recordkeeper since 2018.
Retirement Board C/O Joyce Williams AVP Total Rewards Duke University, 705 Broad Street, Box 90502 Durham, NC 27708 (919) 684-5600As filed for 2024
In effect since
July 1, 1959
Year by year, 2009 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
40,202
$2.8 billion
Morgan Stanley
2023
38,451
$2.6 billion
Morgan Stanley
2022
36,103
$2.5 billion
Morgan Stanley
2021
34,886
$2.5 billion
Conduent
2020
34,417
$2.7 billion
Conduent
2019
33,330
$1.8 billion
Conduent
2018
31,948
$1.9 billion
Conduent
2017
31,262
$1.8 billion
Conduent
2016
29,944
$1.7 billion
Conduent
2015
28,734
$1.5 billion
Conduent
2014
28,509
$1.6 billion
Conduent
2013
28,186
$1.6 billion
Conduent
2012
27,338
$1.3 billion
Conduent
2011
26,544
$1.2 billion
Conduent
2010
26,060
$1.2 billion
Conduent
2009
25,265
$1.0 billion
Conduent
The Duke University Commissioned Police Officers Supplemental Retirement Plan
403(b)Active
Active. The plan filed its annual report for the 2024 plan year.
Plan number
004Employer EIN 56-0532129
Participants (2024)
88
Net assets (2024)
$2.2 million
Plan administrator
Duke University 705 Broad Street, Box 90502 Durham, NC 27708 (919) 684-5600As filed for 2024
In effect since
January 1, 2003
Year by year, 2009 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
88
$2.2 million
not listed
2023
88
$1.9 million
not listed
2022
90
$1.6 million
not listed
2021
89
$1.8 million
not listed
2020
90
$1.6 million
not listed
2019
91
$1.4 million
not listed
2018
89
$1.1 million
not listed
2017
88
$1.2 million
not listed
2016
86
$970,790
not listed
2015
86
$859,099
not listed
2014
73
$814,435
not listed
2013
74
$710,850
not listed
2012
74
$552,816
not listed
2011
69
$439,442
not listed
2010
68
$402,822
not listed
2009
75
$308,403
not listed
Savings for Retirement Plan
403(b)Merged
Merged. In 2012 its assets moved to the Faculty and Staff Retirement Plan, sponsored by Duke University (EIN 56-0532129, plan 001). Accounts moved with them, so that plan is the one to contact.
Duke University 705 Broad Street Box 90502 Durham, NC 27708 (916) 884-5600As filed for 2012
In effect since
February 7, 1978
Year by year, 2009 to 2012
Plan year
Participants
Net assets
Recordkeeper
2012
0
$0
Fidelity
2011
21,481
$238 million
Fidelity
2010
24,693
$236 million
Fidelity
2009
24,349
$207 million
Vanguard
If you had money in one of these plans
Call Fidelity (fidelity.com), which runs the The Duke University Faculty and Staff Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((919) 684-5600). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.
What these numbers are
They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.