401(k) · DOL Form 5500 · 2022

Carnegie, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
11
Participants Small participant base
48th
Percentile by assets National rank
$399,159
Avg per participant High balance/head
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Official DOL plan name: Carnegie, Inc. Retirement Plan · Sponsored by Carnegie, Inc. · New York · Finance & Insurance

$4M in assets, 11 participants

Carnegie, Inc.'s Carnegie, Inc. Retirement Plan reported $4M in total assets and 11 participants in its 2022 DOL Form 5500 filing, ranking in the 48th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,069 in Finance & Insurance (9,261 peers)

Carnegie, Inc. multi-year trail

Carnegie, Inc.'s plans moved +40.1% in assets from 2022 to 2024; this filing shows Carnegie, Inc. Retirement Plan at $4M / 11 participants.

#3,069
in Finance & Insurance (9,261 peers)
-7.8%
assets change YoY

The plan reported a net loss of $371K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carnegie, Inc. Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Carnegie, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$4,390,753 48th percentile higher than 48% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Carnegie, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carnegie, Inc. Retirement Plan is a small filing (11 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 133392829 · Carnegie, Inc. PY 2022 · 401(k)

Carnegie, Inc. Retirement Plan · $4M · 11 · 48th

  • EOY $4M
  • EOY 11
  • EOY 48th
  • EOY 401(k)
  • EOY near Lam's Tutoring Service, Inc 401(k) Profit Sharing Plan
  • EOY ind #3069

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in New York →

Carnegie, Inc. Retirement Plan in the asset neighbourhood

Carnegie, Inc. Retirement PlanCarnegie, Inc. Retirement Pl…$4MLam's Tutoring Service, Inc 401(k) Profit Sharing PlanLam's Tutoring Service, Inc …$4MQuantum 401(k) Plan$4MProgressive Community Health Centers 401(k) PlanProgressive Community Health…$4MFleetmaster/Englander 401(k) PlanFleetmaster/Englander 401(k)…$4M
End-of-year total assets ($M) among Carnegie, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Carnegie, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Carnegie, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 40.12778673726351% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.39M $6.15M ▲ +40.1%
Year Plans Participants Total Assets
2022 1 11 $4M
2023 1 11 $5M
2024 1 9 $6M

Carnegie, Inc. filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$371K
Employer EIN133392829
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Carnegie, Inc. Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Carnegie, Inc. Retirement Plan, Total assets ($B): 0.004390753 · Participants: 11Carnegie, Inc. Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Carnegie, Inc. Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Carnegie, Inc. Retirement Plan side-by-side with 3 peers →

Carnegie, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Lam's Tutoring Service, Inc 401(k) Profit Sharing Plan in WA ($4M); by covered participants it is Oceanside Car Wash Inc Profit Sharing Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Carnegie, Inc. Retirement Plan assets move in 2022? ▼
Carnegie, Inc. Retirement Plan pulled back noticeably - down 7.8% during 2022, from $5M to $4M. Reported net income was -$371K.
How have Carnegie, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carnegie, Inc.'s sponsor-wide assets grew 40.1%, from $4M to $6M.
Which 401(k) plans are similar in size to Carnegie, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lam's Tutoring Service, Inc 401(k) Profit Sharing Plan in WA ($4M, 14 participants).
Which 401(k) plans cover a similar participant headcount to Carnegie, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Oceanside Car Wash Inc Profit Sharing Plan in CA (11 participants, $625K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133392829.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.