Other · DOL Form 5500 · 2023
Carnegie Institute Retirement Plan
Data updated 2026-08-25
- $81M
- Total assets Below avg plan size
- 501
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $161,487
- Avg per participant Above avg balance/head
Official DOL plan name: Carnegie Institute Defined Contribution and Tax Deferred Annuity Retirement Plan · Sponsored by Carnegie Institute · Pennsylvania · Arts, Entertainment & Recreation
$81M in assets, 501 participants
Carnegie Institute's Carnegie Institute Defined Contribution and Tax Deferred Annuity Retirement Plan reported $81M in total assets and 501 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #2,791 in Arts, Entertainment & Recreation (2,945 peers)
Where Carnegie Institute Defined Contribution and Tax Deferred Annuity Retirement Plan sits by assets
Carnegie Institute Defined Contribution and Tax Deferred Annuity Retirement Plan sits in the top 10% of all filed plans by assets, $81M for 501 participants (~$161,487/participant), up 9.4% in 2023.
- #2,791
- in Arts, Entertainment & Recreation (2,945 peers)
- +9.4%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Carnegie Institute Defined Contribution and Tax Deferred Annuity Retirement Plan's outsized position by total assets
Carnegie Institute Defined Contribution and Tax Deferred Annuity Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$80,904,882 Top 10% higher than 90% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Carnegie Institute Defined Contribution and Tax Deferred Annuity Retirement 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 Institute Defined Contribution and Tax Deferred Annuity Retirement Plan sits mid-pack in the medium band (501 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Carnegie Institute Defined Contribution and Tax Deferred Annuity Retirement Plan reported net income rose from -$12M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Carnegie Institute Defined Contribution and Tax Deferred Annuity Retirement Plan end-of-year assets rose from $74M in the plan year 2022 filing to $81M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 250965280 · Carnegie Institute PY 2023 · Other
Carnegie Institute Defined Contribution and Tax Deferred Annuity Retirement Plan · $81M · 501 · 90th
- BOOK $81M
- BOOK 501
- BOOK 90th
- BOOK Other
- BOOK near Gardner-Webb University Pension Plan
- BOOK ind #2791
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 Arts, Entertainment & Recreation retirement plans → · Plans in Pennsylvania →
Carnegie Institute Defined Contribution and Tax Deferred Annuity Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $74M |
|---|---|
| Net Assets (End of Year) | $81M |
| Net Income | $7M |
| Employer EIN | 250965280 |
| Plan Effective Date | 1945-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carnegie Institute)
Sponsor-wide plan assets over time
All Carnegie Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $86M 16.158198073619264% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 501 | $74M |
| 2023 | 1 | 501 | $81M |
| 2024 | 1 | 542 | $86M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
Carnegie Institute Defined Contribution and Tax Deferred Annuity Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Gardner-Webb University Pension Plan in NC ($81M); by covered participants it is Community of Hope 403(b) in DC (501 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($81M here).
Similar participant headcount
Nearest other-state filings by covered participants (501 participants); asset peers above are excluded.
- Community of Hope 403(b) (DC) 501 · 0 off
- 403(b) Thrift Plan for Child Care Associates (TX) 501 · 0 off
- Pine Crest Preparatory School, Inc. 403(b) Plan (FL) 501 · 0 off
- 403(b) Thrift Plan of Ohel Children's Home and Family Services, Inc. (NY) 501 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.