Other · DOL Form 5500 · 2022
The Carnegie Foundation for the Advancement of Teaching Retirement Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 59
- Participants Small participant base
- 85th
- Percentile by assets National rank
- $599,287
- Avg per participant High balance/head
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.
- #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.
- #7,788
- in Other Services (8,398 peers)
- +11.5%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
The Carnegie Foundation for the Advancement of Teaching DC Plan's outsized position 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 among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Carnegie Foundation for the Advancement of Teaching DC Plan is a small filing (59 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 131623924 · The Carnegie Foundation for the Advancement of Teaching PY 2022 · Other
The Carnegie Foundation for the Advancement of Teaching DC Plan · $35M · 59 · 85th
- VS-ST $35M
- VS-ST 59
- VS-ST 85th
- VS-ST Other
- VS-ST near Columbus School for Girls Retirement Plan
- VS-ST ind #7788
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 California →
The Carnegie Foundation for the Advancement of Teaching DC Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All The Carnegie Foundation for the Advancement of Teaching plans reported in each filing year
- Latest sponsor-wide plan assets
- $46M 30.654186824923308% vs 2022
- 2024 filing year
| 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.
- 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
The Carnegie Foundation for the Advancement of Teaching DC Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Columbus School for Girls Retirement Plan in OH ($35M); by covered participants it is Wooster School Pension Plan in CT (59 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (59 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.