Other · DOL Form 5500 · 2022
Carnegie Institute Retirement Plan
Data updated 2026-08-25
- $74M
- Total assets Below avg plan size
- 501
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $147,576
- Avg per participant Above avg balance/head
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.
- #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.
- #2,942
- in Arts, Entertainment & Recreation (3,077 peers)
- -14.0%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
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's outsized position by total assets
Carnegie Institute Defined Contribution and Tax Deferred Annuity Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$73,935,540 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 Institute Defined Contribution and Tax Deferred Annuity Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carnegie Institute Defined Contribution and Tax Deferred Annuity Retirement Plan sits mid-pack in the medium band (501 participants).
DOL schedule card
Filing strip 250965280 · Carnegie Institute PY 2022 · Other
Carnegie Institute Defined Contribution and Tax Deferred Annuity Retirement Plan · $74M · 501 · 91st
- EOY $74M
- 5500 501
- ASSETS 91st
- PCT Other
- EIN near Wingate University Retirement Plan
- RANK ind #2942
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 Arts, Entertainment & Recreation retirement plans → · Plans in Pennsylvania →
Carnegie Institute Defined Contribution and Tax Deferred Annuity Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Carnegie Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $86M 16.158198073619264% vs 2022
- 2024 filing year
| 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.
- 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
Carnegie Institute Defined Contribution and Tax Deferred Annuity Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Wingate University Retirement Plan in NC ($74M); by covered participants it is Linfield University Defined Contribution Retirement Plan in OR (501 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($74M here).
Similar participant headcount
Nearest other-state filings by covered participants (501 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.