Other · DOL Form 5500 · 2022
The Carnegie Foundation for the Advancement of Teaching Retirement Plan
Data updated 2026-08-11
- $35M
- Total assets
- 59
- Participants
- 85th
- Percentile by assets
- $599,287
- Avg per participant
Official DOL plan name: The Carnegie Foundation for the Advancement of Teaching DC Plan · Sponsored by The Carnegie Foundation for the Advancement of Teaching · California · Other Services
$35M in assets, 59 participants
The Carnegie Foundation for the Advancement of Teaching's The Carnegie Foundation for the Advancement of Teaching DC Plan reported $35M in total assets and 59 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.
- 85th percentile by assets (of 139,126 plans)
- #7,788 in Other Services (8,398 peers)
Where The Carnegie Foundation for the Advancement of Teaching DC Plan sits by assets
The Carnegie Foundation for the Advancement of Teaching DC Plan sits in the top quartile of all filed plans by assets, $35M for 59 participants (~$599,287/participant), up 11.5% in 2022.
- $35M
- total plan assets (2022 EOY)
- 59
- covered participants
- 85th
- percentile by assets (of 139,126 plans)
- $599,287
- avg assets per participant
Where The Carnegie Foundation for the Advancement of Teaching DC Plan sits by total assets
The Carnegie Foundation for the Advancement of Teaching DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$35,357,927 Top 15% higher than 85% 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
The Carnegie Foundation for the Advancement of Teaching DC Plan vs the 2022 asset distribution
By assets, The Carnegie Foundation for the Advancement of Teaching DC Plan outranks 85% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $4M |
| Employer EIN | 131623924 |
| Plan Effective Date | 1974-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Carnegie Foundation for the Advancement of Teaching)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 59 | $35M |
| 2023 | 1 | 59 | $42M |
| 2024 | 1 | 57 | $46M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
The Carnegie Foundation for the Advancement of Teaching DC Plan vs. nearby Other plans in California, assets vs. participants
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Carnegie Foundation for the Advancement of Teaching DC Plan by total assets, not by location.
- Columbus School for Girls Retirement Plan (OH) $35M · 108
- 403(b) Retirement Plan of Lifecare Medical Center (MN) $35M · 449
- Langley School DC Retirement Plan (VA) $35M · 161
- Appalachian Mountain Club Retirement Plan (MA) $35M · 204
Frequently Asked Questions
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Ways to act on The Carnegie Foundation for the Advancement of Teaching DC Plan's numbers.
- By total assets, The Carnegie Foundation for the Advancement of Teaching DC Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- The Carnegie Foundation for the Advancement of Teaching's sponsor-wide assets have grown 30.7% since 2022 across 3 plan years on file. More Other Services plans