Other · DOL Form 5500 · 2022
Carnegie Mellon University Retirement Plan
Data updated 2026-08-11
- $2.2B
- Total assets
- 6,166
- Participants
- 99th
- Percentile by assets
- $363,310
- Avg per participant
Official DOL plan name: Carnegie Mellon University Faculty and Staff Retirement Plan · Sponsored by Carnegie Mellon University · Pennsylvania · Educational Services
$2.2B in assets, 6,166 participants
Carnegie Mellon University's Carnegie Mellon University Faculty and Staff Retirement Plan reported $2.2B in total assets and 6,166 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 139,126 plans)
- #3,999 in Educational Services (4,024 peers)
Coverage in Pennsylvania
Carnegie Mellon University Faculty and Staff Retirement Plan covers 6,166 participants in Pennsylvania, 7.5x the typical Pennsylvania plan (state average ~822 per filing). Assets: $2.2B.
- $2.2B
- total plan assets (2022 EOY)
- 6,166
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $363,310
- avg assets per participant
The plan reported a net loss of $339M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Carnegie Mellon University Faculty and Staff Retirement Plan reports 6,166 participants - 7.5x that state average ($2.2B EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $2.6B |
|---|---|
| Net Assets (End of Year) | $2.2B |
| Net Income | -$339M |
| Employer EIN | 250969449 |
| Plan Effective Date | 1974-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carnegie Mellon University)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 7,121 | $2.3B |
| 2023 | 2 | 7,442 | $2.6B |
| 2024 | 2 | 11,690 | $2.9B |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
Carnegie Mellon University Faculty and Staff 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
- Jefferson Defined Contribution Retirement Plan $2.1B · 14,302
- The Children's Hospital of Philadelphia Retirement Savings Plan $1.8B · 15,989
Scale composition for Carnegie Mellon University Faculty and Staff Retirement Plan
Carnegie Mellon University Faculty and Staff Retirement Plan reports $2.2B in end-of-year assets across 6,166 participants (0.018% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $363,310 per participant (2.6x the national average assets-per-participant) . Net income for plan year 2022 was -$339M.
This plan identity (EIN 250969449, plan #007) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.2B to $2.8B (+25.8%) while covered participants moved from 6,166 to 6,772 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,166 | $2.2B | This page |
| 2023 | 6,370 | $2.5B | Open filing |
| 2024 · index core | 6,772 | $2.8B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Carnegie Mellon University Faculty and Staff Retirement Plan (Other, $2.8B, 6,772 participants)
- Carnegie Mellon University 401(k) Plan (401(k), $63M, 4,918 participants)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Carnegie Mellon University Faculty and Staff Retirement Plan by total assets, not by location.
- Beaumont Health 403(b) Retirement Savings Plan (MI) $2.2B · 33,585
- Memorial Hermann Health System Employees' Retirement Savings Plan (TX) $2.2B · 28,410
- Nyu Langone Hospitals 403(b) Plan (NY) $2.3B · 13,774
- Spectrum Health System 403(b) Plan (MI) $2.3B · 26,631
Frequently Asked Questions
How did Carnegie Mellon University Faculty and Staff Retirement Plan assets move in 2022? ▼
How have Carnegie Mellon University plan assets changed over time? ▼
Where does Carnegie Mellon University Faculty and Staff Retirement Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Carnegie Mellon University Faculty and Staff Retirement Plan's numbers.
- By total assets, Carnegie Mellon University Faculty and Staff Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- Carnegie Mellon University's sponsor-wide assets have grown 26.4% since 2022 across 3 plan years on file. More Educational Services plans