Other · DOL Form 5500 · 2023

Carnegie Corporation of New York Retirement Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
84
Participants Small participant base
79th
Percentile by assets National rank
$355,598
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carnegie Corporation of New York Tax-Deferred Annuity Plan · Sponsored by Carnegie Corporation of New York · New York · Other Services

$30M in assets, 84 participants

Carnegie Corporation of New York's Carnegie Corporation of New York Tax-Deferred Annuity Plan reported $30M in total assets and 84 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #7,037 in Other Services (7,857 peers)

Where Carnegie Corporation of New York Tax-Deferred Annuity Plan sits by assets

Carnegie Corporation of New York Tax-Deferred Annuity Plan sits in the top quartile of all filed plans by assets, $30M for 84 participants (~$355,598/participant), up 12.1% in 2023.

#7,037
in Other Services (7,857 peers)
+12.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Carnegie Corporation of New York Tax-Deferred Annuity Plan's outsized position by total assets

Carnegie Corporation of New York Tax-Deferred Annuity Plan vs every filed plan by assets

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

$29,870,247 Top 21% higher than 79% 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 Tax-Deferred Annuity 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 Tax-Deferred Annuity Plan is a small filing (84 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carnegie Corporation of New York Tax-Deferred Annuity Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Carnegie Corporation of New York Tax-Deferred Annuity Plan reported participants rose from 68 in the plan year 2022 filing to 84 in the plan year 2023 filing.
  • Carnegie Corporation of New York Tax-Deferred Annuity Plan end-of-year assets rose from $27M in the plan year 2022 filing to $30M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 131628151 · Carnegie Corporation of New York PY 2023 · Other

Carnegie Corporation of New York Tax-Deferred Annuity Plan · $30M · 84 · 79th

  • SCH $30M
  • EBSA 84
  • PART 79th
  • TYPE Other
  • NET near Boston Healthcare for the Homeless 403(b) Retirement Plan
  • BOOK ind #7037

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 Tax-Deferred Annuity Plan in the asset neighbourhood

Jewish Family and Children's Services 403(b) PlanJewish Family and Children's…$30MBoston Healthcare for the Homeless 403(b) Retirement PlanBoston Healthcare for the Ho…$30MCarnegie Corporation of New York Tax-Deferred Annuity PlanCarnegie Corporation of New …$30MGreenville University Retirement PlanGreenville University Retire…$30MHuntingdon College Retirement Annuity Plan Tiaa-CrefHuntingdon College Retiremen…$30M
End-of-year total assets ($M) among Carnegie Corporation of New York Tax-Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$30M
Net Income$3M
Employer EIN131628151
Plan Effective Date1976-01-01
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 Other Plans in New York

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

Carnegie Corporation of New York Tax-Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Carnegie Corporation of New York Tax-Deferred Annuity Plan, Total assets ($B): 0.029870247 · Participants: 84Carnegie Corporation of New York Tax-Deferred Annuity PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Carnegie Corporation of New York Tax-Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants
Compare Carnegie Corporation of New York Tax-Deferred Annuity Plan side-by-side with 3 peers →

Carnegie Corporation of New York Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Boston Healthcare for the Homeless 403(b) Retirement Plan in MA ($30M); by covered participants it is Mayfield Senior School 403 (B) Plan in CA (84 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (84 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 Tax-Deferred Annuity Plan assets move in 2023? ▼
Carnegie Corporation of New York Tax-Deferred Annuity Plan grew at a solid clip - up 12.1% during 2023, from $27M to $30M. Reported net income was $3M.
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 Tax-Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Carnegie Corporation of New York Tax-Deferred Annuity Plan ranks in the 79th 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 Other plans are similar in size to Carnegie Corporation of New York Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Boston Healthcare for the Homeless 403(b) Retirement Plan in MA ($30M, 636 participants).
Which Other plans cover a similar participant headcount to Carnegie Corporation of New York Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Mayfield Senior School 403 (B) Plan in CA (84 participants, $16M 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.