Carnegie Corporation of New York Tax-Deferred Annuity Plan

Reviewed by PlainRetire Editorial, Retirement Plans Editorial Team · June 17, 2026

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Carnegie Corporation of New York · New York · Other Services

What the 2023 filing shows

Carnegie Corporation of New York Tax-Deferred Annuity Plan holds $27M for 68 participants — about $391,834 per participant, down 10.8% over the 2022 plan year.

$27M
total plan assets (2022 EOY): 68
covered participants: $391,834
avg assets per participant: -10.8%
assets change YoY

The plan reported a net loss of $3M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)

$27M

Participants

State

New York

Industry

Other Services

What the Filing Says About Carnegie Corporation of New York Tax-Deferred Annuity Plan

Carnegie Corporation of New York Tax-Deferred Annuity Plan is a Profit Sharing retirement plan sponsored by Carnegie Corporation of New York, headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $27M in total end-of-year assets and covers 68 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 131628151, and the plan has been effective since 1976-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $30M at the beginning of 2022 to $27M at year-end — a decline of 10.8%. Net assets (after liabilities) closed the year at $27M, with reported net income of $-3,216,007 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$30M
Total Assets (End of Year)	$27M
Net Assets (End of Year)	$27M
Net Income	$-3,216,007
Plan Type	Profit Sharing
Employer EIN	131628151
Plan Effective Date	1976-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Carnegie Corporation of New York)

Year	Plans	Participants	Total Assets
2022	3	162	$105M
2023	3	190	$115M
2024	3	169	$129M

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
University of Rochester Retirement Program $7.2B · 28,970
Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
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The Retirement Savings Plan $4.1B · 41,528

Compare Carnegie Corporation of New York Tax-Def… side-by-side with 3 peers →

Related Data

Guides

Frequently Asked Questions

How much money is in the Carnegie Corporation of New York Tax-Deferred Annuity Plan? ▼

As of the 2022 Form 5500 filing, Carnegie Corporation of New York Tax-Deferred Annuity Plan holds $27M in total assets with 68 participants. It is sponsored by Carnegie Corporation of New York.

What type of plan is Carnegie Corporation of New York Tax-Deferred Annuity Plan? ▼

Carnegie Corporation of New York Tax-Deferred Annuity Plan is a Profit Sharing plan. It has been effective since 1976-01-01. The plan is filed with the U.S. Department of Labor under EIN 131628151.

Who sponsors the Carnegie Corporation of New York Tax-Deferred Annuity Plan? ▼

Carnegie Corporation of New York Tax-Deferred Annuity Plan is sponsored by Carnegie Corporation of New York, located in New York. The sponsor's EIN is 131628151 and the plan operates in the Other Services industry.

How did Carnegie Corporation of New York Tax-Deferred Annuity Plan perform in 2022? ▼

Carnegie Corporation of New York Tax-Deferred Annuity Plan declined by 10.8% during 2022, moving from $30M to $27M in total assets. Net income was $-3,216,007.

Where can I find official filings for Carnegie Corporation of New York Tax-Deferred Annuity Plan? ▼

Official Form 5500 filings for Carnegie Corporation of New York Tax-Deferred Annuity Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 131628151 or plan name at efast.dol.gov.

How does Carnegie Corporation of New York Tax-Deferred Annuity Plan compare to other plans? ▼

You can compare Carnegie Corporation of New York Tax-Deferred Annuity Plan against other Profit Sharing plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.