Duke University 403(b) match, vesting and fees
What Duke University's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | KPMG LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 37 defined-contribution plans with 50,000 or more participants.
| Duke University: employer contribution per participant | $5,157 | |
| Peer median | $2,100 |
| Duke University: average balance | $189,879 | |
| Peer median | $77,284 |
| Duke University: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.05% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $9B at the end of plan year 2023 to $11B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 71,641 | $11B | $300M | $5,157 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 65,234 | $9B | $258M | $4,951 | 0.03% | Not published | Form 5500 ↗ |
Other Duke University plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Duke University Commissioned Police Officers Supplemental Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Employees' Retirement Plan of Duke University
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Buck Global, LLC | Schedule C ↗ |
| Independent auditor | KPMG LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Common questions
Does Duke University match 401(k) contributions?
The match terms for the The Duke University Faculty and Staff Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $300M in employer contributions, about $5,157 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Duke University 401(k) match vested?
The vesting schedule for the The Duke University Faculty and Staff Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Duke University 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Duke University.
I left Duke University. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Duke University, (919) 684-5600) or the recordkeeper, Fidelity Investments Institutional. The Duke University old 401(k) page lists the contacts from every plan filing. Find an old Duke University 401(k)
Data from the public Form 5500 annual reports Duke University filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Duke University. Not financial advice. Report a correction · Methodology