Money Purchase · DOL Form 5500 · 2023

Carnegie Corporation of New York Money Purchase Plan

Data updated 2026-08-25

$86M
Total assets Below avg plan size
92
Participants Small participant base
90th
Percentile by assets National rank
$930,569
Avg per participant High balance/head
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Official DOL plan name: Carnegie Corporation of New York Defined Contribution Retirement Plan · Sponsored by Carnegie Corporation of New York · New York · Other Services

$86M in assets, 92 participants

Carnegie Corporation of New York's Carnegie Corporation of New York Defined Contribution Retirement Plan reported $86M in total assets and 92 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.

  • #7,561 in Other Services (7,857 peers)

Where Carnegie Corporation of New York Defined Contribution Retirement Plan sits by assets

Carnegie Corporation of New York Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $86M for 92 participants (~$930,569/participant), up 9.1% in 2023.

#7,561
in Other Services (7,857 peers)
+9.1%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Carnegie Corporation of New York Defined Contribution Retirement Plan's outsized position by total assets

Carnegie Corporation of New York Defined Contribution Retirement Plan vs every filed plan by assets

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

$85,612,378 Top 10% higher than 90% 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 Corporation of New York Defined Contribution 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 Corporation of New York Defined Contribution Retirement Plan is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carnegie Corporation of New York Defined Contribution Retirement Plan reported net income rose from -$9M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Carnegie Corporation of New York Defined Contribution Retirement Plan reported participants rose from 78 in the plan year 2022 filing to 92 in the plan year 2023 filing.
  • Carnegie Corporation of New York Defined Contribution Retirement Plan end-of-year assets rose from $79M in the plan year 2022 filing to $86M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 131628151 · Carnegie Corporation of New York PY 2023 · Money Purchase

Carnegie Corporation of New York Defined Contribution Retirement Plan · $86M · 92 · 90th

  • EOY $86M
  • 5500 92
  • ASSETS 90th
  • PCT Money Purchase
  • EIN near IBEW Local Union 668 Employees Pension Plan
  • RANK ind #7561

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 New York →

Carnegie Corporation of New York Defined Contribution Retirement Plan in the asset neighbourhood

Sullivan & Worcester LLP Retirement PlanSullivan & Worcester LLP Ret…$86MIBEW Local No. 82 Defined Contribution PlanIBEW Local No. 82 Defined Co…$86MShopmen's Iron Workers Retirement Fund of Southern CaliforniaShopmen's Iron Workers Retir…$86MCarnegie Corporation of New York Defined Contribution Retirement PlanCarnegie Corporation of New …$86MIBEW Local Union 668 Employees Pension PlanIBEW Local Union 668 Employe…$85M
End-of-year total assets ($M) among Carnegie Corporation of New York Defined Contribution Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$79M
Net Assets (End of Year)$86M
Net Income$7M
Employer EIN131628151
Plan Effective Date1921-11-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Carnegie Corporation of New York)

Sponsor-wide plan assets over time

All Carnegie Corporation of New York plans reported in each filing year

Latest sponsor-wide plan assets
$130M 22.191364178975075% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $106M $130M ▲ +22.2%
Year Plans Participants Total Assets
2022 3 162 $106M
2023 3 190 $116M
2024 3 169 $130M

Nearby Money Purchase Plans in New York

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

Carnegie Corporation of New York Defined Contribution Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Carnegie Corporation of New York Defined Contribution Retirement Plan, Total assets ($B): 0.085612378 · Participants: 92Carnegie Corporation of New York Defined Contribution Retirement PlanTiaa Retirement Plan, Total assets ($B): 5.254874957 · Participants: 12501Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.73565 · Participants: 43490Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.981784839 · Participants: 15163McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.410735256 · Participants: 2473Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.151869619 · Participants: 4998Iron Workers Locals 40, 361 & 417 Annuity Fund
Carnegie Corporation of New York Defined Contribution Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Carnegie Corporation of New York Defined Contribution Retirement Plan side-by-side with 3 peers →

Carnegie Corporation of New York Defined Contribution Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is IBEW Local Union 668 Employees Pension Plan in IN ($85M); by covered participants it is Northeast New Jersey Legal Services Employees' Savings Plan in NJ (92 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (92 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 Corporation of New York Defined Contribution Retirement Plan assets move in 2023? ▼
Carnegie Corporation of New York Defined Contribution Retirement Plan grew at a solid clip - up 9.1% during 2023, from $79M to $86M. Reported net income was $7M.
How have Carnegie Corporation of New York plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carnegie Corporation of New York's sponsor-wide assets grew 22.2%, from $106M to $130M.
Where does Carnegie Corporation of New York Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Carnegie Corporation of New York Defined Contribution Retirement Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Carnegie Corporation of New York Defined Contribution Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is IBEW Local Union 668 Employees Pension Plan in IN ($85M, 1,162 participants).
Which Money Purchase plans cover a similar participant headcount to Carnegie Corporation of New York Defined Contribution Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Northeast New Jersey Legal Services Employees' Savings Plan in NJ (92 participants, $7M 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 131628151.

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.