Other · DOL Form 5500 · 2022

Carnegie Corporation of New York Retirement Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
68
Participants Small participant base
81st
Percentile by assets National rank
$391,834
Avg per participant High balance/head
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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.

  • #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.

#7,593
in Other Services (8,398 peers)
-10.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

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.

Carnegie Corporation of New York Tax-Deferred Annuity Plan's outsized position 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 $2,050,000,000 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 Corporation of New York Tax-Deferred Annuity 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 Tax-Deferred Annuity Plan is a small filing (68 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 131628151 · Carnegie Corporation of New York PY 2022 · Other

Carnegie Corporation of New York Tax-Deferred Annuity Plan · $27M · 68 · 81st

  • VS-ST $27M
  • BOY 68
  • SCH 81st
  • EBSA Other
  • PART near Oceana, Inc. Retirement Plan
  • TYPE ind #7593

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 Tax-Deferred Annuity Plan in the asset neighbourhood

Carnegie Corporation of New York Tax-Deferred Annuity PlanCarnegie Corporation of New …$27MOceana, Inc. Retirement Plan$27MKansas City Art Institute Defined Contribution Plan and Tax Deferred Annuity PlanKansas City Art Institute De…$27MSt. Andrews Episcopal School Tax Sheltered Annuity Retirement PlanSt. Andrews Episcopal School…$27MMemorial Health Care Systems Tax Deferred Annuity PlanMemorial Health Care Systems…$27M
End-of-year total assets ($M) among Carnegie Corporation of New York Tax-Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

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)

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
$100M$110M$120M$130M$140M 202220232024 $106M $130M ▲ +22.2%
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 ($B) Participants Carnegie Corporation of New York Tax-Deferred Annuity Plan, Total assets ($B): 0.026644742 · Participants: 68Carnegie Corporation of New York Tax-Deferred Annuity PlanNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
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-Deferred Annuity Plan side-by-side with 3 peers →

Carnegie Corporation of New York Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Oceana, Inc. Retirement Plan in DC ($27M); by covered participants it is Dunn School DC Retirement Plan in CA (68 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (68 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 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).
Which Other plans cover a similar participant headcount to Carnegie Corporation of New York Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Dunn School DC Retirement Plan in CA (68 participants, $13M 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 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.