Money Purchase · DOL Form 5500 · 2022

Carnegie Institution of Washington Money Purchase Plan

Data updated 2026-08-25

$204M
Total assets Near avg plan size
494
Participants Below avg headcount
96th
Percentile by assets National rank
$413,069
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carnegie Institution of Washington Retirement Plan · Sponsored by Carnegie Institution of Washington · District of Columbia · Professional & Technical Services

$204M in assets, 494 participants

Carnegie Institution of Washington's Carnegie Institution of Washington Retirement Plan reported $204M in total assets and 494 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #20,866 in Professional & Technical Services (21,562 peers)

Coverage in District of Columbia

Carnegie Institution of Washington Retirement Plan covers 494 participants in District of Columbia, about 34% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $204M.

#20,866
in Professional & Technical Services (21,562 peers)
+5.7%
assets growth YoY
2.0×
vs typical plan assets (national mean)

Carnegie Institution of Washington Retirement Plan's outsized position by total assets

Carnegie Institution of Washington Retirement Plan vs every filed plan by assets

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

$204,056,117 Top 4% higher than 96% 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 Institution of Washington Retirement 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 Institution of Washington Retirement Plan sits mid-pack in the medium band (494 participants).

DOL schedule card

Filing strip 530196523 · Carnegie Institution of Washington PY 2022 · Money Purchase

Carnegie Institution of Washington Retirement Plan · $204M · 494 · 96th

  • ASSETS $204M
  • PCT 494
  • EIN 96th
  • RANK Money Purchase
  • PHOTO near Mo-Kan Iron Workers Annuity Fund
  • IND ind #20866

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 Professional & Technical Services retirement plans → · Plans in District of Columbia →

Carnegie Institution of Washington Retirement Plan in the asset neighbourhood

Billings Clinic Pension Plan$205MCarnegie Institution of Washington Retirement PlanCarnegie Institution of Wash…$204MMo-Kan Iron Workers Annuity FundMo-Kan Iron Workers Annuity …$204MNoblis, Inc. Qualified Retirement PlanNoblis, Inc. Qualified Retir…$200MChmc Anesthesia Foundation, Inc. Money Purchase Pension PlanChmc Anesthesia Foundation, …$199M
End-of-year total assets ($M) among Carnegie Institution of Washington Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

District of Columbia filing particulars

Total Assets (Beginning of Year)$193M
Net Assets (End of Year)$204M
Net Income$11M
Employer EIN530196523
Plan Effective Date1954-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carnegie Institution of Washington)

Sponsor-wide plan assets over time

All Carnegie Institution of Washington plans reported in each filing year

Latest sponsor-wide plan assets
$320M 20.596851626390862% vs 2022
2024 filing year
$240M$260M$280M$300M$320M$340M 202220232024 $265M $320M ▲ +20.6%
Year Plans Participants Total Assets
2022 2 738 $265M
2023 2 1,074 $296M
2024 2 1,045 $320M

Nearby Money Purchase Plans in District of Columbia

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Carnegie Institution of Washington Retirement Plan vs. nearby Money Purchase plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -500050010001500 0100200300400 Total assets ($M) Participants Carnegie Institution of Washington Retirement Plan, Total assets ($M): 204.056117 · Participants: 494Carnegie Institution of Washington Retirement PlanAura, Inc. Money Purchase Pension Plan and Trust, Total assets ($M): 327.810118 · Participants: 1377Aura, Inc. Money Purchase Pension Plan and TrustNas Primary Retirement Plan, Total assets ($M): 326.300008 · Participants: 900Nas Primary Retirement PlanNational Democratic Institute for International Affairs Money Purchase Pension Plan, Total assets ($M): 45.519282 · Participants: 348National Democratic Institute for International Affairs Money Purchase Pension PlanNfl Players Association Money Purchase Pension Plan and Trust, Total assets ($M): 42.730819 · Participants: 77Nfl Players Association Money Purchase Pension Plan and TrustResources for the Future, Inc. 401(a) Retirement Plan, Total assets ($M): 42.643059 · Participants: 61Resources for the Future, Inc. 401(a) Retirement Plan
Carnegie Institution of Washington Retirement Plan vs. nearby Money Purchase plans in District of Columbia, assets vs. participants
Compare Carnegie Institution of Washington Retirement Plan side-by-side with 3 peers →

Carnegie Institution of Washington Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside District of Columbia, the nearest Money Purchase by assets is Mo-Kan Iron Workers Annuity Fund in MO ($204M); by covered participants it is Uri Employee's Retirement Pension Plan in NY (493 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($204M here).

Similar participant headcount

Nearest other-state filings by covered participants (494 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 Institution of Washington Retirement Plan assets move in 2022? ▼
Carnegie Institution of Washington Retirement Plan grew at a solid clip - up 5.7% during 2022, from $193M to $204M. Reported net income was $11M.
How have Carnegie Institution of Washington plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carnegie Institution of Washington's sponsor-wide assets grew 20.6%, from $265M to $320M.
Where does Carnegie Institution of Washington Retirement Plan rank by assets among Form 5500 filers? ▼
Carnegie Institution of Washington Retirement Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Money Purchase plans are similar in size to Carnegie Institution of Washington Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Mo-Kan Iron Workers Annuity Fund in MO ($204M, 829 participants).
Which Money Purchase plans cover a similar participant headcount to Carnegie Institution of Washington Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Uri Employee's Retirement Pension Plan in NY (493 participants, $14M 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 530196523.

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.