Profit Sharing · DOL Form 5500 · 2023
The Andrew W. Mellon Foundation Profit Sharing Plan
Data updated 2026-08-25
- $64M
- Total assets Below avg plan size
- 158
- Participants Small participant base
- 88th
- Percentile by assets National rank
- $402,749
- Avg per participant High balance/head
Official DOL plan name: The Andrew W. Mellon Foundation Retirement Plan · Sponsored by The Andrew W. Mellon Foundation · New York · Other Services
$64M in assets, 158 participants
The Andrew W. Mellon Foundation's The Andrew W. Mellon Foundation Retirement Plan reported $64M in total assets and 158 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #7,461 in Other Services (7,857 peers)
Coverage in New York
The Andrew W. Mellon Foundation Retirement Plan covers 158 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $64M.
- #7,461
- in Other Services (7,857 peers)
- +24.9%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
The Andrew W. Mellon Foundation Retirement Plan's outsized position by total assets
The Andrew W. Mellon Foundation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$63,634,412 Top 12% higher than 88% 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
The Andrew W. Mellon Foundation 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. The Andrew W. Mellon Foundation Retirement Plan sits mid-pack in the medium band (158 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Andrew W. Mellon Foundation Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- The Andrew W. Mellon Foundation Retirement Plan end-of-year assets rose from $51M in the plan year 2022 filing to $64M in the plan year 2023 filing.
- The Andrew W. Mellon Foundation Retirement Plan reported participants rose from 135 in the plan year 2022 filing to 158 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 131879954 · The Andrew W. Mellon Foundation PY 2023 · Profit Sharing
The Andrew W. Mellon Foundation Retirement Plan · $64M · 158 · 88th
- VS-ST $64M
- BOY 158
- SCH 88th
- EBSA Profit Sharing
- PART near The Missouri Botanical Garden 403(b) Retirement Savings Plan
- TYPE ind #7461
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 →
The Andrew W. Mellon Foundation Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $51M |
|---|---|
| Net Assets (End of Year) | $64M |
| Net Income | $13M |
| Employer EIN | 131879954 |
| Plan Effective Date | 1971-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Andrew W. Mellon Foundation)
Sponsor-wide plan assets over time
All The Andrew W. Mellon Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $98M 38.24222742758897% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 270 | $71M |
| 2023 | 2 | 316 | $89M |
| 2024 | 2 | 352 | $98M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
The Andrew W. Mellon Foundation Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is The Missouri Botanical Garden 403(b) Retirement Savings Plan in MO ($64M); by covered participants it is Merchandise Warehouse Co., Inc. 401(k) Ps Plan in IN (158 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($64M here).
- The Missouri Botanical Garden 403(b) Retirement Savings Plan (MO) $64M · 490
- Cement Masons and Plasterers Local 518 Defined Contribution Fund (MO) $63M · 1,091
- Eversheds Sutherland (US) LLP Retirement Plan B (DC) $63M · 256
- Williams & Connolly LLP Profit Sharing Plan for Secretarial and Certain Other Specified Employees (DC) $63M · 682
Similar participant headcount
Nearest other-state filings by covered participants (158 participants); asset peers above are excluded.
- Merchandise Warehouse Co., Inc. 401(k) Ps Plan (IN) 158 · 0 off
- Sociedad Para Asistencia Legal Pension Plan (PR) 158 · 0 off
- Memorial Hospital of Rhode Island Defined Contribution Plan (RI) 158 · 0 off
- Coastline Employees 403(b) Plan (MA) 158 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.