Profit Sharing · DOL Form 5500 · 2022

The Andrew W. Mellon Foundation Profit Sharing Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
135
Participants Small participant base
88th
Percentile by assets National rank
$377,448
Avg per participant High balance/head
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Official DOL plan name: The Andrew W. Mellon Foundation Retirement Plan · Sponsored by The Andrew W. Mellon Foundation · New York · Other Services

$51M in assets, 135 participants

The Andrew W. Mellon Foundation's The Andrew W. Mellon Foundation Retirement Plan reported $51M in total assets and 135 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,966 in Other Services (8,398 peers)

Coverage in New York

The Andrew W. Mellon Foundation Retirement Plan covers 135 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $51M.

#7,966
in Other Services (8,398 peers)
-12.0%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Andrew W. Mellon Foundation Retirement Plan's outsized position by total assets

The Andrew W. Mellon Foundation Retirement Plan vs every filed plan by assets

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

$50,955,512 Top 12% higher than 88% 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

The Andrew W. Mellon Foundation 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. The Andrew W. Mellon Foundation Retirement Plan sits mid-pack in the medium band (135 participants).

EBSA filing schedule strip

Filing strip 131879954 · The Andrew W. Mellon Foundation PY 2022 · Profit Sharing

The Andrew W. Mellon Foundation Retirement Plan · $51M · 135 · 88th

  • VS-ST $51M
  • BOY 135
  • SCH 88th
  • EBSA Profit Sharing
  • PART near IBEW Local 143 Annuity Plan
  • TYPE ind #7966

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 →

The Andrew W. Mellon Foundation Retirement Plan in the asset neighbourhood

The Andrew W. Mellon Foundation Retirement PlanThe Andrew W. Mellon Foundat…$51MIBEW Local 143 Annuity Plan$51MDavid and Lucile Packard Foundation Employer Contribution Retirement PlanDavid and Lucile Packard Fou…$51MUsmx-Ila Money Purchase Fund and Savings PlanUsmx-Ila Money Purchase Fund…$51MIec Retirement Plan$51M
End-of-year total assets ($M) among The Andrew W. Mellon Foundation Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$51M
Net Income-$7M
Employer EIN131879954
Plan Effective Date1971-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Andrew W. Mellon Foundation)

Sponsor-wide plan assets over time

All The Andrew W. Mellon Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$98M 38.24222742758897% vs 2022
2024 filing year
$60M$70M$80M$90M$100M$110M 202220232024 $71.1M $98.3M ▲ +38.2%
Year Plans Participants Total Assets
2022 2 270 $71M
2023 2 316 $89M
2024 2 352 $98M

Nearby Profit Sharing Plans in New York

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

The Andrew W. Mellon Foundation Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants The Andrew W. Mellon Foundation Retirement Plan, Total assets ($B): 0.050955512 · Participants: 135The Andrew W. Mellon Foundation Retirement PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders District Council Annuity Fund
The Andrew W. Mellon Foundation Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare The Andrew W. Mellon Foundation Retirement Plan side-by-side with 3 peers →

The Andrew W. Mellon Foundation Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is IBEW Local 143 Annuity Plan in PA ($51M); by covered participants it is Piedmont Driving Club Profit Sharing Plan in GA (135 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($51M here).

Similar participant headcount

Nearest other-state filings by covered participants (135 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 The Andrew W. Mellon Foundation Retirement Plan assets move in 2022? ▼
The Andrew W. Mellon Foundation Retirement Plan pulled back noticeably - down 12.0% during 2022, from $58M to $51M. Reported net income was -$7M.
How have The Andrew W. Mellon Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Andrew W. Mellon Foundation's sponsor-wide assets grew 38.2%, from $71M to $98M.
Where does The Andrew W. Mellon Foundation Retirement Plan rank by assets among Form 5500 filers? ▼
The Andrew W. Mellon Foundation Retirement Plan ranks in the 88th 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 Profit Sharing plans are similar in size to The Andrew W. Mellon Foundation Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is IBEW Local 143 Annuity Plan in PA ($51M, 354 participants).
Which Profit Sharing plans cover a similar participant headcount to The Andrew W. Mellon Foundation Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Piedmont Driving Club Profit Sharing Plan in GA (135 participants, $7M 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 131879954.

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.