Other · DOL Form 5500 · 2022
Carnegie Institute Retirement Plan
Data updated 2026-08-11
- $74M
- Total assets
- 501
- Participants
- 91st
- Percentile by assets
- $147,576
- Avg per participant
Official DOL plan name: Carnegie Institute Defined Contribution and Tax Deferred Annuity Retirement Plan · Sponsored by Carnegie Institute · Pennsylvania · Arts, Entertainment & Recreation
$74M in assets, 501 participants
Carnegie Institute's Carnegie Institute Defined Contribution and Tax Deferred Annuity Retirement Plan reported $74M in total assets and 501 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.
- 91st percentile by assets (of 139,126 plans)
- #2,942 in Arts, Entertainment & Recreation (3,077 peers)
Where Carnegie Institute Defined Contribution and Tax Deferred Annuity Retirement Plan sits by assets
Carnegie Institute Defined Contribution and Tax Deferred Annuity Retirement Plan sits in the top 10% of all filed plans by assets, $74M for 501 participants (~$147,576/participant), down 14.0% in 2022.
- $74M
- total plan assets (2022 EOY)
- 501
- covered participants
- 91st
- percentile by assets (of 139,126 plans)
- $147,576
- avg assets per participant
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Carnegie Institute Defined Contribution and Tax Deferred Annuity Retirement Plan vs the 2022 asset distribution
By assets, Carnegie Institute Defined Contribution and Tax Deferred Annuity Retirement Plan outranks 91% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $86M |
|---|---|
| Net Assets (End of Year) | $74M |
| Net Income | -$12M |
| Employer EIN | 250965280 |
| Plan Effective Date | 1945-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carnegie Institute)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 501 | $74M |
| 2023 | 1 | 501 | $81M |
| 2024 | 1 | 542 | $86M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
Carnegie Institute Defined Contribution and Tax Deferred Annuity Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
- The University of Pennsylvania Matching Plan $5.5B · 13,262
- Upmc 403(b) Retirement Savings Plan $3.5B · 75,307
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $2.5B · 39,740
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.2B · 6,166
- Jefferson Defined Contribution Retirement Plan $2.1B · 14,302
Similar-Sized Other Plans Nationally
Other plans in other states closest to Carnegie Institute Defined Contribution and Tax Deferred Annuity Retirement Plan by total assets, not by location.
Frequently Asked Questions
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Scale reading
Ways to act on Carnegie Institute Defined Contribution and Tax Deferred Annuity Retirement Plan's numbers.
- By total assets, Carnegie Institute Defined Contribution and Tax Deferred Annuity Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- Carnegie Institute's sponsor-wide assets have grown 16.2% since 2022 across 3 plan years on file. More Arts, Entertainment & Recreation plans