401(k) · DOL Form 5500 · 2022

Carnegie Learning, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
512
Participants Below avg headcount
81st
Percentile by assets National rank
$49,218
Avg per participant Low balance/head
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Official DOL plan name: Carnegie Learning, Inc. 401(k) Plan · Sponsored by Carnegie Learning, Inc. · Pennsylvania · Information & Media

$25M in assets, 512 participants

Carnegie Learning, Inc.'s Carnegie Learning, Inc. 401(k) Plan reported $25M in total assets and 512 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,111 in Information & Media (2,911 peers)

Where Carnegie Learning, Inc. 401(k) Plan sits by assets

Carnegie Learning, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $25M for 512 participants (~$49,218/participant), down 10.3% in 2022.

#2,111
in Information & Media (2,911 peers)
-10.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carnegie Learning, Inc. 401(k) Plan's outsized position by total assets

Carnegie Learning, Inc. 401(k) Plan vs every filed plan by assets

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

$25,199,705 Top 19% higher than 81% 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

Carnegie Learning, Inc. 401(k) 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 Learning, Inc. 401(k) Plan sits mid-pack in the medium band (512 participants).

DOL schedule card

Filing strip 251805640 · Carnegie Learning, Inc. PY 2022 · 401(k)

Carnegie Learning, Inc. 401(k) Plan · $25M · 512 · 81st

  • 5500 $25M
  • ASSETS 512
  • PCT 81st
  • EIN 401(k)
  • RANK near Vortex Employees 401(k) Plan
  • PHOTO ind #2111

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 Information & Media retirement plans → · Plans in Pennsylvania →

Carnegie Learning, Inc. 401(k) Plan in the asset neighbourhood

Carnegie Learning, Inc. 401(k) PlanCarnegie Learning, Inc. 401(…$25MVortex Employees 401(k) Plan$25MDynabrade, Inc. Profit Sharing/401(k) Savings and Retirement PlanDynabrade, Inc. Profit Shari…$25MAdb Safegate Americas LLC 401(k) PlanAdb Safegate Americas LLC 40…$25MRedpath and Company, Ltd. 401(k) Profit Sharing PlanRedpath and Company, Ltd. 40…$25M
End-of-year total assets ($M) among Carnegie Learning, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$25M
Net Income-$3M
Employer EIN251805640
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carnegie Learning, Inc.)

Sponsor-wide plan assets over time

All Carnegie Learning, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 50.950282949740874% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.2M $38M ▲ +51.0%
Year Plans Participants Total Assets
2022 1 512 $25M
2023 1 704 $33M
2024 1 585 $38M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Carnegie Learning, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Carnegie Learning, Inc. 401(k) Plan, Total assets ($B): 0.025199705 · Participants: 512Carnegie Learning, Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Carnegie Learning, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Carnegie Learning, Inc. 401(k) Plan side-by-side with 3 peers →

Carnegie Learning, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Vortex Employees 401(k) Plan in CA ($25M); by covered participants it is Woodside Group, LLC 401(k) Retirement Savings Plan in UT (512 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (512 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 Carnegie Learning, Inc. 401(k) Plan assets move in 2022? ▼
Carnegie Learning, Inc. 401(k) Plan pulled back noticeably - down 10.3% during 2022, from $28M to $25M. Reported net income was -$3M.
How have Carnegie Learning, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carnegie Learning, Inc.'s sponsor-wide assets grew 51.0%, from $25M to $38M.
Where does Carnegie Learning, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Carnegie Learning, Inc. 401(k) Plan ranks in the 81st 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 401(k) plans are similar in size to Carnegie Learning, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vortex Employees 401(k) Plan in CA ($25M, 581 participants).
Which 401(k) plans cover a similar participant headcount to Carnegie Learning, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Woodside Group, LLC 401(k) Retirement Savings Plan in UT (512 participants, $41M 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 251805640.

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.