Other · DOL Form 5500 · 2022

Carnegie Corporation of New York Retirement Plan

Data updated 2026-08-11

$27M
Total assets
68
Participants
81st
Percentile by assets
$391,834
Avg per participant
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Official DOL plan name: Carnegie Corporation of New York Tax-Deferred Annuity Plan · Sponsored by Carnegie Corporation of New York · New York · Other Services

$27M in assets, 68 participants

Carnegie Corporation of New York's Carnegie Corporation of New York Tax-Deferred Annuity Plan reported $27M in total assets and 68 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • 81st percentile by assets (of 139,126 plans)
  • #7,593 in Other Services (8,398 peers)

Where Carnegie Corporation of New York Tax-Deferred Annuity Plan sits by assets

Carnegie Corporation of New York Tax-Deferred Annuity Plan sits in the top quartile of all filed plans by assets, $27M for 68 participants (~$391,834/participant), down 10.8% in 2022.

$27M
total plan assets (2022 EOY)
68
covered participants
81st
percentile by assets (of 139,126 plans)
$391,834
avg assets per participant

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.

Where Carnegie Corporation of New York Tax-Deferred Annuity Plan sits by total assets

Carnegie Corporation of New York Tax-Deferred Annuity Plan vs every filed plan by assets

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

$26,644,742 Top 19% higher than 81% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
New York
Industry
Other Services

Carnegie Corporation of New York Tax-Deferred Annuity Plan vs the 2022 asset distribution

By assets, Carnegie Corporation of New York Tax-Deferred Annuity Plan outranks 81% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$27M
Net Income-$3M
Employer EIN131628151
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carnegie Corporation of New York)

$100M$110M$120M$130M$140M 202220232024 $106M $130M ▲ +22.2%
Total plan assets by year, all Carnegie Corporation of New York plans on file
Year Plans Participants Total Assets
2022 3 162 $106M
2023 3 190 $116M
2024 3 169 $130M

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

Carnegie Corporation of New York Tax-Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Carnegie Corporation…, Total assets ($B): 0.026644742 · Participants: 68Carnegie Corporation…Northwell Health 403…, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403…The Mount Sinai Medi…, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medi…University of Roches…, Total assets ($B): 6.362782969 · Participants: 27581University of Roches…Memorial Sloan Kette…, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kette…Retirement Plan for …, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for …
Carnegie Corporation of New York Tax-Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants
Compare Carnegie Corporation of New York Tax-Def… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Carnegie Corporation of New York Tax-Deferred Annuity Plan by total assets, not by location.

Frequently Asked Questions

How did Carnegie Corporation of New York Tax-Deferred Annuity Plan assets move in 2022? ▼
Carnegie Corporation of New York Tax-Deferred Annuity Plan pulled back noticeably - down 10.8% during 2022, from $30M to $27M. Reported net income was -$3M.
How have Carnegie Corporation of New York plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carnegie Corporation of New York's sponsor-wide assets grew 22.2%, from $106M to $130M.
Where does Carnegie Corporation of New York Tax-Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Carnegie Corporation of New York Tax-Deferred Annuity Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Carnegie Corporation of New York Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Oceana, Inc. Retirement Plan in DC ($27M, 138 participants).

Next read for Carnegie Corporation of New York Tax-Def…

Scale reading

Ways to act on Carnegie Corporation of New York Tax-Deferred Annuity Plan's numbers.

  • By total assets, Carnegie Corporation of New York Tax-Deferred Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in New York. Compare plans
  • Carnegie Corporation of New York's sponsor-wide assets have grown 22.2% since 2022 across 3 plan years on file. More Other Services plans

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 131628151.

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.