Money Purchase
2023 plan-year Money Purchase DOL Form 5500

Carnegie Corporation of New York Defined Contribution Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Carnegie Corporation of New York · New York · Other Services

What the 2023 filing shows

Carnegie Corporation of New York Defined Contribution Retirement Plan holds $86M for 92 participants — about $930,569 per participant, up 9.1% over the 2023 plan year.

$86M
total plan assets (2023 EOY)
92
covered participants
$930,569
avg assets per participant
+9.1%
assets growth YoY
Total Assets (2023)
$86M
Participants
92
State
Industry
Other Services

What the Filing Says About Carnegie Corporation of New York Defined Contribution Retirement Plan

Carnegie Corporation of New York Defined Contribution Retirement Plan is a Money Purchase retirement plan sponsored by Carnegie Corporation of New York, headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $86M in total end-of-year assets and covers 92 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 131628151, and the plan has been effective since 1921-11-17. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $79M at the beginning of 2023 to $86M at year-end — a gain of 9.1%. Net assets (after liabilities) closed the year at $86M, with reported net income of $7M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

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

Sponsor Plan History (Carnegie Corporation of New York)

Year Plans Participants Total Assets
2022 3 162 $105M
2023 3 190 $115M
2024 3 169 $129M

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Frequently Asked Questions

How much money is in the Carnegie Corporation of New York Defined Contribution Retirement Plan?
As of the 2023 Form 5500 filing, Carnegie Corporation of New York Defined Contribution Retirement Plan holds $86M in total assets with 92 participants. It is sponsored by Carnegie Corporation of New York.
What type of plan is Carnegie Corporation of New York Defined Contribution Retirement Plan?
Carnegie Corporation of New York Defined Contribution Retirement Plan is a Money Purchase plan. It has been effective since 1921-11-17. The plan is filed with the U.S. Department of Labor under EIN 131628151.
Who sponsors the Carnegie Corporation of New York Defined Contribution Retirement Plan?
Carnegie Corporation of New York Defined Contribution Retirement Plan is sponsored by Carnegie Corporation of New York, located in New York. The sponsor's EIN is 131628151 and the plan operates in the Other Services industry.
How did Carnegie Corporation of New York Defined Contribution Retirement Plan perform in 2023?
Carnegie Corporation of New York Defined Contribution Retirement Plan grew by 9.1% during 2023, moving from $79M to $86M in total assets. Net income was $7M.
Where can I find official filings for Carnegie Corporation of New York Defined Contribution Retirement Plan?
Official Form 5500 filings for Carnegie Corporation of New York Defined Contribution Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 131628151 or plan name at efast.dol.gov.
How does Carnegie Corporation of New York Defined Contribution Retirement Plan compare to other plans?
You can compare Carnegie Corporation of New York Defined Contribution Retirement Plan against other Money Purchase plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.