Civic Intelligence

Duke School

Plan context: DUKE SCHOOL 401(K) PLAN

EIN 58-1521494 • Durham, NC • 21 filings • 3 plans

3716 Old Erwin RdDurham, NC 27705
Current Snapshot

Latest Year

2024

2024 Participants

114

2024 Assets

$11,072,080

2024 Contributions

$837,938

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$11,072,080$5,536,040$0200520162024YearValue
$11,072,080Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

135680200520152024YearValue
114Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242114$11,072,080$837,938$7,350iApproximate average salary by contribution assumption: employee only about $183,758 at 4% or $122,506 at 6%; with 50% employer match about $122,506 at 4% or $81,670 at 6%; with 100% employer match about $91,879 at 4% or $61,253 at 6%.
DUKE SCHOOL 401(K) PLAN-114$11,072,080$837,938$7,350iApproximate average salary by contribution assumption: employee only about $183,758 at 4% or $122,506 at 6%; with 50% employer match about $122,506 at 4% or $81,670 at 6%; with 100% employer match about $91,879 at 4% or $61,253 at 6%.
Duke School Life and Disability Plan-101---
20231135$9,312,483$744,519$5,515iApproximate average salary by contribution assumption: employee only about $137,874 at 4% or $91,916 at 6%; with 50% employer match about $91,916 at 4% or $61,277 at 6%; with 100% employer match about $68,937 at 4% or $45,958 at 6%.
DUKE SCHOOL 401(K) PLAN-135$9,312,483$744,519$5,515iApproximate average salary by contribution assumption: employee only about $137,874 at 4% or $91,916 at 6%; with 50% employer match about $91,916 at 4% or $61,277 at 6%; with 100% employer match about $68,937 at 4% or $45,958 at 6%.
2022192$9,424,449$729,988$7,935iApproximate average salary by contribution assumption: employee only about $198,366 at 4% or $132,244 at 6%; with 50% employer match about $132,244 at 4% or $88,163 at 6%; with 100% employer match about $99,183 at 4% or $66,122 at 6%.
DUKE SCHOOL 401(K) PLAN-92$9,424,449$729,988$7,935iApproximate average salary by contribution assumption: employee only about $198,366 at 4% or $132,244 at 6%; with 50% employer match about $132,244 at 4% or $88,163 at 6%; with 100% employer match about $99,183 at 4% or $66,122 at 6%.
2021194$8,129,728$754,513$8,027iApproximate average salary by contribution assumption: employee only about $200,668 at 4% or $133,779 at 6%; with 50% employer match about $133,779 at 4% or $89,186 at 6%; with 100% employer match about $100,334 at 4% or $66,889 at 6%.
DUKE SCHOOL 401(K) PLAN-94$8,129,728$754,513$8,027iApproximate average salary by contribution assumption: employee only about $200,668 at 4% or $133,779 at 6%; with 50% employer match about $133,779 at 4% or $89,186 at 6%; with 100% employer match about $100,334 at 4% or $66,889 at 6%.
20201104$9,055,264$668,400$6,427iApproximate average salary by contribution assumption: employee only about $160,673 at 4% or $107,115 at 6%; with 50% employer match about $107,115 at 4% or $71,410 at 6%; with 100% employer match about $80,337 at 4% or $53,558 at 6%.
DUKE SCHOOL 401(K) PLAN-104$9,055,264$668,400$6,427iApproximate average salary by contribution assumption: employee only about $160,673 at 4% or $107,115 at 6%; with 50% employer match about $107,115 at 4% or $71,410 at 6%; with 100% employer match about $80,337 at 4% or $53,558 at 6%.
2019193$8,782,880$704,424$7,574iApproximate average salary by contribution assumption: employee only about $189,361 at 4% or $126,241 at 6%; with 50% employer match about $126,241 at 4% or $84,161 at 6%; with 100% employer match about $94,681 at 4% or $63,120 at 6%.
DUKE SCHOOL 401(K) PLAN-93$8,782,880$704,424$7,574iApproximate average salary by contribution assumption: employee only about $189,361 at 4% or $126,241 at 6%; with 50% employer match about $126,241 at 4% or $84,161 at 6%; with 100% employer match about $94,681 at 4% or $63,120 at 6%.
2018193$8,138,956$692,929$7,451iApproximate average salary by contribution assumption: employee only about $186,271 at 4% or $124,181 at 6%; with 50% employer match about $124,181 at 4% or $82,787 at 6%; with 100% employer match about $93,136 at 4% or $62,090 at 6%.
DUKE SCHOOL 401(K) PLAN-93$8,138,956$692,929$7,451iApproximate average salary by contribution assumption: employee only about $186,271 at 4% or $124,181 at 6%; with 50% employer match about $124,181 at 4% or $82,787 at 6%; with 100% employer match about $93,136 at 4% or $62,090 at 6%.
2017193$7,258,038$715,402$7,692iApproximate average salary by contribution assumption: employee only about $192,312 at 4% or $128,208 at 6%; with 50% employer match about $128,208 at 4% or $85,472 at 6%; with 100% employer match about $96,156 at 4% or $64,104 at 6%.
DUKE SCHOOL 401(K) PLAN-93$7,258,038$715,402$7,692iApproximate average salary by contribution assumption: employee only about $192,312 at 4% or $128,208 at 6%; with 50% employer match about $128,208 at 4% or $85,472 at 6%; with 100% employer match about $96,156 at 4% or $64,104 at 6%.
20161123$6,507,401$654,474$5,321iApproximate average salary by contribution assumption: employee only about $133,023 at 4% or $88,682 at 6%; with 50% employer match about $88,682 at 4% or $59,121 at 6%; with 100% employer match about $66,512 at 4% or $44,341 at 6%.
DUKE SCHOOL 401(K) PLAN-123$6,507,401$654,474$5,321iApproximate average salary by contribution assumption: employee only about $133,023 at 4% or $88,682 at 6%; with 50% employer match about $88,682 at 4% or $59,121 at 6%; with 100% employer match about $66,512 at 4% or $44,341 at 6%.
20151119$5,642,247$646,482$5,433iApproximate average salary by contribution assumption: employee only about $135,816 at 4% or $90,544 at 6%; with 50% employer match about $90,544 at 4% or $60,362 at 6%; with 100% employer match about $67,908 at 4% or $45,272 at 6%.
DUKE SCHOOL 401(K) PLAN-119$5,642,247$646,482$5,433iApproximate average salary by contribution assumption: employee only about $135,816 at 4% or $90,544 at 6%; with 50% employer match about $90,544 at 4% or $60,362 at 6%; with 100% employer match about $67,908 at 4% or $45,272 at 6%.
20141116$5,656,643$628,424$5,417iApproximate average salary by contribution assumption: employee only about $135,436 at 4% or $90,291 at 6%; with 50% employer match about $90,291 at 4% or $60,194 at 6%; with 100% employer match about $67,718 at 4% or $45,145 at 6%.
DUKE SCHOOL 401(K) PLAN-116$5,656,643$628,424$5,417iApproximate average salary by contribution assumption: employee only about $135,436 at 4% or $90,291 at 6%; with 50% employer match about $90,291 at 4% or $60,194 at 6%; with 100% employer match about $67,718 at 4% or $45,145 at 6%.
20131114$5,353,925$693,960$6,087iApproximate average salary by contribution assumption: employee only about $152,184 at 4% or $101,456 at 6%; with 50% employer match about $101,456 at 4% or $67,637 at 6%; with 100% employer match about $76,092 at 4% or $50,728 at 6%.
DUKE SCHOOL 401(K) PLAN-114$5,353,925$693,960$6,087iApproximate average salary by contribution assumption: employee only about $152,184 at 4% or $101,456 at 6%; with 50% employer match about $101,456 at 4% or $67,637 at 6%; with 100% employer match about $76,092 at 4% or $50,728 at 6%.
20121107$4,336,320$649,221$6,067iApproximate average salary by contribution assumption: employee only about $151,687 at 4% or $101,125 at 6%; with 50% employer match about $101,125 at 4% or $67,417 at 6%; with 100% employer match about $75,844 at 4% or $50,562 at 6%.
DUKE SCHOOL 401(K) PLAN-107$4,336,320$649,221$6,067iApproximate average salary by contribution assumption: employee only about $151,687 at 4% or $101,125 at 6%; with 50% employer match about $101,125 at 4% or $67,417 at 6%; with 100% employer match about $75,844 at 4% or $50,562 at 6%.
2011196$3,472,885$586,041$6,105iApproximate average salary by contribution assumption: employee only about $152,615 at 4% or $101,743 at 6%; with 50% employer match about $101,743 at 4% or $67,829 at 6%; with 100% employer match about $76,307 at 4% or $50,872 at 6%.
DUKE SCHOOL 401(K) PLAN-96$3,472,885$586,041$6,105iApproximate average salary by contribution assumption: employee only about $152,615 at 4% or $101,743 at 6%; with 50% employer match about $101,743 at 4% or $67,829 at 6%; with 100% employer match about $76,307 at 4% or $50,872 at 6%.
20101105$3,269,693$686,438$6,538iApproximate average salary by contribution assumption: employee only about $163,438 at 4% or $108,958 at 6%; with 50% employer match about $108,958 at 4% or $72,639 at 6%; with 100% employer match about $81,719 at 4% or $54,479 at 6%.
DUKE SCHOOL 401(K) PLAN-105$3,269,693$686,438$6,538iApproximate average salary by contribution assumption: employee only about $163,438 at 4% or $108,958 at 6%; with 50% employer match about $108,958 at 4% or $72,639 at 6%; with 100% employer match about $81,719 at 4% or $54,479 at 6%.
20091111$2,402,211$545,447$4,914iApproximate average salary by contribution assumption: employee only about $122,848 at 4% or $81,899 at 6%; with 50% employer match about $81,899 at 4% or $54,599 at 6%; with 100% employer match about $61,424 at 4% or $40,949 at 6%.
DUKE SCHOOL SAVINGS & RETIREMENT PLAN-111$2,402,211$545,447$4,914iApproximate average salary by contribution assumption: employee only about $122,848 at 4% or $81,899 at 6%; with 50% employer match about $81,899 at 4% or $54,599 at 6%; with 100% employer match about $61,424 at 4% or $40,949 at 6%.
2008180$0$0-
DUKE SCHOOL SAVINGS & RETIREMENT PLAN-80---
2007195$0$0-
DUKE SCHOOL SAVINGS & RETIREMENT PLAN-95---
2006163$970,625$432,026$6,858iApproximate average salary by contribution assumption: employee only about $171,439 at 4% or $114,293 at 6%; with 50% employer match about $114,293 at 4% or $76,195 at 6%; with 100% employer match about $85,719 at 4% or $57,146 at 6%.
DUKE SCHOOL SAVINGS & RETIREMENT PLAN-63$970,625$432,026$6,858iApproximate average salary by contribution assumption: employee only about $171,439 at 4% or $114,293 at 6%; with 50% employer match about $114,293 at 4% or $76,195 at 6%; with 100% employer match about $85,719 at 4% or $57,146 at 6%.
2005167$447,518$441,806$6,594iApproximate average salary by contribution assumption: employee only about $164,853 at 4% or $109,902 at 6%; with 50% employer match about $109,902 at 4% or $73,268 at 6%; with 100% employer match about $82,426 at 4% or $54,951 at 6%.
DUKE SCHOOL SAVINGS & RETIREMENT PLAN-67$447,518$441,806$6,594iApproximate average salary by contribution assumption: employee only about $164,853 at 4% or $109,902 at 6%; with 50% employer match about $109,902 at 4% or $73,268 at 6%; with 100% employer match about $82,426 at 4% or $54,951 at 6%.