401(k) · DOL Form 5500 · 2023

Carnegie Learning, Inc. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
704
Participants Below avg headcount
81st
Percentile by assets National rank
$47,584
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

$33M in assets, 704 participants

Carnegie Learning, Inc.'s Carnegie Learning, Inc. 401(k) Plan reported $33M in total assets and 704 participants in its 2023 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.

  • #2,067 in Information & Media (2,818 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, $33M for 704 participants (~$47,584/participant), up 32.9% in 2023.

#2,067
in Information & Media (2,818 peers)
+32.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$33,499,258 Top 19% higher than 81% 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 Learning, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 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 (704 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carnegie Learning, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Carnegie Learning, Inc. 401(k) Plan reported participants rose from 512 in the plan year 2022 filing to 704 in the plan year 2023 filing.
  • Carnegie Learning, Inc. 401(k) Plan end-of-year assets rose from $25M in the plan year 2022 filing to $33M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 251805640 · Carnegie Learning, Inc. PY 2023 · 401(k)

Carnegie Learning, Inc. 401(k) Plan · $33M · 704 · 81st

  • PHOTO $33M
  • PHOTO 704
  • PHOTO 81st
  • PHOTO 401(k)
  • PHOTO near The Honey Baked Ham Company, LLC 401(k) Plan and Trust
  • PHOTO ind #2067

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

Bryant Miller Olive 401(k) PlanBryant Miller Olive 401(k) P…$34MCarnegie Learning, Inc. 401(k) PlanCarnegie Learning, Inc. 401(…$33MThe Honey Baked Ham Company, LLC 401(k) Plan and TrustThe Honey Baked Ham Company,…$34MProduction Sheet Metal Workers' Local 10 Retirement PlanProduction Sheet Metal Worke…$33MApplied Optoelectronics, Inc. 401(k) PlanApplied Optoelectronics, Inc…$33M
End-of-year total assets ($M) among Carnegie Learning, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$33M
Net Income$8M
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. -50000050000100000 -505101520 Total assets ($B) Participants Carnegie Learning, Inc. 401(k) Plan, Total assets ($B): 0.033499258 · Participants: 704Carnegie Learning, Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The 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 The Honey Baked Ham Company, LLC 401(k) Plan and Trust in GA ($34M); by covered participants it is Materne North America 401(k) Retirement Plan in NY (704 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (704 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 Learning, Inc. 401(k) Plan assets move in 2023? ▼
Carnegie Learning, Inc. 401(k) Plan surged - up 32.9% during 2023, from $25M to $33M. Reported net income was $8M.
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 127,072 plans that reported assets for plan year 2023 (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 The Honey Baked Ham Company, LLC 401(k) Plan and Trust in GA ($34M, 1,496 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 Materne North America 401(k) Retirement Plan in NY (704 participants, $39M 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 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.