401(k) · DOL Form 5500 · 2023

Carnegie, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
11
Participants Small participant base
46th
Percentile by assets National rank
$490,559
Avg per participant High balance/head
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Official DOL plan name: Carnegie, Inc. Retirement Plan · Sponsored by Carnegie, Inc. · New York · Finance & Insurance

$5M in assets, 11 participants

Carnegie, Inc.'s Carnegie, Inc. Retirement Plan reported $5M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,885 in Finance & Insurance (8,869 peers)

Carnegie, Inc. multi-year trail

Carnegie, Inc.'s plans moved +40.1% in assets from 2022 to 2024; this filing shows Carnegie, Inc. Retirement Plan at $5M / 11 participants.

#2,885
in Finance & Insurance (8,869 peers)
+22.9%
assets growth YoY

Carnegie, Inc. Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Carnegie, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,396,144 46th percentile higher than 46% of 127,068 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 2023

Carnegie, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carnegie, Inc. Retirement Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carnegie, Inc. Retirement Plan reported net income rose from -$371K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Carnegie, Inc. Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 133392829 · Carnegie, Inc. PY 2023 · 401(k)

Carnegie, Inc. Retirement Plan · $5M · 11 · 46th

  • BOOK $5M
  • VS-ST 11
  • BOY 46th
  • SCH 401(k)
  • EBSA near Yottaa 401(k) Plan
  • PART ind #2885

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 Finance & Insurance retirement plans → · Plans in New York →

Carnegie, Inc. Retirement Plan in the asset neighbourhood

Carnegie, Inc. Retirement PlanCarnegie, Inc. Retirement Pl…$5MYottaa 401(k) Plan$5MCustom Profile, LLC 401(k) Profit Sharing PlanCustom Profile, LLC 401(k) P…$5M401(k) Profit-Sharing Plan for Employees of the Children's Center of Hamden, Inc.401(k) Profit-Sharing Plan f…$5MKinol Sharie Leyh & Associates Profit Sharing PlanKinol Sharie Leyh & Associat…$5M
End-of-year total assets ($M) among Carnegie, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Carnegie, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Carnegie, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 40.12778673726351% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.39M $6.15M ▲ +40.1%
Year Plans Participants Total Assets
2022 1 11 $4M
2023 1 11 $5M
2024 1 9 $6M

Carnegie, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN133392829
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Carnegie, Inc. Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Carnegie, Inc. Retirement Plan, Total assets ($B): 0.005396144 · Participants: 11Carnegie, Inc. Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Carnegie, Inc. Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Carnegie, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Yottaa 401(k) Plan in MA ($5M); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Carnegie, Inc. Retirement Plan assets move in 2023? ▼
Carnegie, Inc. Retirement Plan grew sharply - up 22.9% during 2023, from $4M to $5M. Reported net income was $1M.
How have Carnegie, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carnegie, Inc.'s sponsor-wide assets grew 40.1%, from $4M to $6M.
Which 401(k) plans are similar in size to Carnegie, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Yottaa 401(k) Plan in MA ($5M, 118 participants).
Which 401(k) plans cover a similar participant headcount to Carnegie, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is True Colors International, Inc. Retirement Plan in CA (11 participants, $863K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133392829.

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.