401(k) · DOL Form 5500 · 2023

Carnegie Robotics, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
122
Participants Small participant base
62nd
Percentile by assets National rank
$97,724
Avg per participant Below avg balance/head
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Official DOL plan name: Carnegie Robotics 401(k) Plan · Sponsored by Carnegie Robotics, LLC · Pennsylvania · Manufacturing

$12M in assets, 122 participants

Carnegie Robotics, LLC's Carnegie Robotics 401(k) Plan reported $12M in total assets and 122 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #9,276 in Manufacturing (18,722 peers)

Coverage in Pennsylvania

Carnegie Robotics 401(k) Plan covers 122 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $12M.

#9,276
in Manufacturing (18,722 peers)
+31.3%
assets growth YoY

Carnegie Robotics 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Carnegie Robotics 401(k) Plan vs every filed plan by assets

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

$11,922,344 Top 38% higher than 62% 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 Robotics 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 Robotics 401(k) Plan sits mid-pack in the medium band (122 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carnegie Robotics 401(k) Plan reported net income rose from -$828K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Carnegie Robotics 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Carnegie Robotics 401(k) Plan reported participants rose from 102 in the plan year 2022 filing to 122 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 300630355 · Carnegie Robotics, LLC PY 2023 · 401(k)

Carnegie Robotics 401(k) Plan · $12M · 122 · 62nd

  • SCH $12M
  • EBSA 122
  • PART 62nd
  • TYPE 401(k)
  • NET near Optimus Steel 401(k) Plan
  • BOOK ind #9276

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 Manufacturing retirement plans → · Plans in Pennsylvania →

Carnegie Robotics 401(k) Plan in the asset neighbourhood

Carnegie Robotics 401(k) Plan$12MOptimus Steel 401(k) Plan$12MMile High United Way 401(k) PlanMile High United Way 401(k) …$12MNkc of America, Inc. Employees' Retirement PlanNkc of America, Inc. Employe…$12MCommonwealth Dental Group 401(k) Retirement Savings PlanCommonwealth Dental Group 40…$12M
End-of-year total assets ($M) among Carnegie Robotics 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN300630355
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carnegie Robotics, LLC)

Sponsor-wide plan assets over time

All Carnegie Robotics, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 68.35221048318407% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.08M $15.3M ▲ +68.4%
Year Plans Participants Total Assets
2022 1 102 $9M
2023 1 122 $12M
2024 1 131 $15M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Carnegie Robotics 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Carnegie Robotics 401(k) Plan, Total assets ($B): 0.011922344 · Participants: 122Carnegie Robotics 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 Robotics 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Carnegie Robotics 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Optimus Steel 401(k) Plan in TX ($12M); by covered participants it is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Robotics 401(k) Plan assets move in 2023?
Carnegie Robotics 401(k) Plan surged - up 31.3% during 2023, from $9M to $12M. Reported net income was $3M.
How have Carnegie Robotics, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Carnegie Robotics, LLC's sponsor-wide assets grew 68.4%, from $9M to $15M.
Which 401(k) plans are similar in size to Carnegie Robotics 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Optimus Steel 401(k) Plan in TX ($12M, 245 participants).
Which 401(k) plans cover a similar participant headcount to Carnegie Robotics 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants, $12M in assets).