Other · DOL Form 5500 · 2022
Carnegie Mellon University Retirement Plan
Data updated 2026-08-25
- $2.2B
- Total assets Very large vs avg
- 6,166
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $363,310
- Avg per participant High balance/head
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.
- #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.
- #3,999
- in Educational Services (4,024 peers)
- -13.1%
- assets change YoY
- 22×
- vs typical plan assets (national mean)
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.
Carnegie Mellon University Faculty and Staff Retirement Plan's outsized position by total assets
Carnegie Mellon University Faculty and Staff Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,240,167,169 Top 1% higher than 99% 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 Mellon University Faculty and Staff Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carnegie Mellon University Faculty and Staff Retirement Plan lands in the large band (6,166 participants).
DOL schedule card
Filing strip 250969449 · Carnegie Mellon University PY 2022 · Other
Carnegie Mellon University Faculty and Staff Retirement Plan · $2.2B · 6,166 · 99th
- ASSETS $2.2B
- ASSETS 6,166
- ASSETS 99th
- ASSETS Other
- ASSETS near Beaumont Health 403(b) Retirement Savings Plan
- ASSETS ind #3999
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 Educational Services retirement plans → · Plans in Pennsylvania →
Carnegie Mellon University Faculty and Staff Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Carnegie Mellon University plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.9B 26.43823532840479% vs 2022
- 2024 filing year
| 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.
- 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)
Carnegie Mellon University Faculty and Staff Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Beaumont Health 403(b) Retirement Savings Plan in MI ($2.2B); by covered participants it is Mercy Health Corporation Employees Retirement Plan in IL (6,181 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.2B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (6,166 participants); asset peers above are excluded.
- Mercy Health Corporation Employees Retirement Plan (IL) 6,181 · 15 off
- Lakeland Regional Medical Center 403(b) Plan (FL) 6,204 · 38 off
- New York University Supplemental Tax Deferred Annuity Plan (NY) 6,209 · 43 off
- Ann & Robert H. Lurie Children's Hospital of Chicago Retirement Savings Plan (IL) 6,209 · 43 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.