How big is The DUKE Endowment's plan?

The DUKE Endowment's plan reported $19.8M in assets and 47 participants for 2024.

Original filing (PDF)20250612113351NAL0012884307001

The DUKE Endowment

Name: The DUKE Endowment — The DUKE Endowment Employees', Form 5500 (2024)
Creator: The DUKE Endowment
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The DUKE Endowment Employees' 401(k) Plan

401(k) retirement plan · The DUKE Endowment's The DUKE Endowment Employees' 401(k) Plan held $19.8M in plan assets for 47 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$19.8M

Net assets (EOY)

$19.8M

People on this filing

Karen H. Rogers signed The DUKE Endowment's 2024 Form 5500 as plan administrator.

Karen H. Rogers — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The DUKE Endowment's EIN is 56-0529965.

EIN 56-0529965

Plan number 002

Plan year 2024

ACK ID 20250612113351NAL0012884307001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The DUKE Endowment from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The DUKE Endowment's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE DUKE ENDOWMENT.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score