Money Purchase · DOL Form 5500 · 2022
Carnegie Corporation of New York Money Purchase Plan
Data updated 2026-08-25
- $79M
- Total assets Below avg plan size
- 78
- Participants Small participant base
- 91st
- Percentile by assets National rank
- $1.0M
- Avg per participant High balance/head
Official DOL plan name: Carnegie Corporation of New York Defined Contribution Retirement Plan · Sponsored by Carnegie Corporation of New York · New York · Other Services
$79M in assets, 78 participants
Carnegie Corporation of New York's Carnegie Corporation of New York Defined Contribution Retirement Plan reported $79M in total assets and 78 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.
- #8,117 in Other Services (8,398 peers)
Where Carnegie Corporation of New York Defined Contribution Retirement Plan sits by assets
Carnegie Corporation of New York Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $79M for 78 participants (~$1.0M/participant), down 10.7% in 2022.
- #8,117
- in Other Services (8,398 peers)
- -10.7%
- assets change YoY
- 0.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Carnegie Corporation of New York Defined Contribution Retirement Plan's outsized position by total assets
Carnegie Corporation of New York Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$78,503,339 Top 9% higher than 91% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Carnegie Corporation of New York Defined Contribution 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 Corporation of New York Defined Contribution Retirement Plan is a small filing (78 participants) on this national headcount ladder.
DOL schedule card
Filing strip 131628151 · Carnegie Corporation of New York PY 2022 · Money Purchase
Carnegie Corporation of New York Defined Contribution Retirement Plan · $79M · 78 · 91st
- TYPE $79M
- NET 78
- BOOK 91st
- VS-ST Money Purchase
- BOY near Oklahoma Medical Research Foundation for Full-Time Employees
- SCH ind #8117
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 Other Services retirement plans → · Plans in New York →
Carnegie Corporation of New York Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $88M |
|---|---|
| Net Assets (End of Year) | $79M |
| Net Income | -$9M |
| Employer EIN | 131628151 |
| Plan Effective Date | 1921-11-17 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carnegie Corporation of New York)
Sponsor-wide plan assets over time
All Carnegie Corporation of New York plans reported in each filing year
- Latest sponsor-wide plan assets
- $130M 22.191364178975075% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 162 | $106M |
| 2023 | 3 | 190 | $116M |
| 2024 | 3 | 169 | $130M |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Tiaa Retirement Plan $4.5B · 11,825
- Young Men's Christian Association Retirement Fund Retirement Plan $3.6B · 42,922
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $1.7B · 11,845
- Brookhaven Science Associates, LLC Retirement Plan $1.3B · 2,436
- Iron Workers Locals 40,361, & 417 Annuity Fund $1.1B · 5,068
Carnegie Corporation of New York Defined Contribution Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Oklahoma Medical Research Foundation for Full-Time Employees in OK ($79M); by covered participants it is Monotech of Mississippi, Inc. Pension Plan for Collective Bargaining Employees in TX (78 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($79M here).
- Oklahoma Medical Research Foundation for Full-Time Employees (OK) $79M · 460
- I.B.E.W. Local Union No. 728 Annuity Fund (FL) $78M · 1,699
- Hays Medical Center Employee's Pension Plan (KS) $77M · 1,591
- Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators (IL) $80M · 451
Similar participant headcount
Nearest other-state filings by covered participants (78 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.