Profit Sharing · DOL Form 5500 · 2023

The Andrew W. Mellon Foundation Profit Sharing Plan

Data updated 2026-08-11

$64M
Total assets
158
Participants
88th
Percentile by assets
$402,749
Avg per participant
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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.

  • 88th percentile by assets (of 127,072 plans)
  • #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.

$64M
total plan assets (2023 EOY)
158
covered participants
88th
percentile by assets (of 127,072 plans)
$402,749
avg assets per participant

Where The Andrew W. Mellon Foundation Retirement Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

State
New York
Industry
Other Services

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. The Andrew W. Mellon Foundation Retirement Plan reports 158 participants - about 20% of that state average ($64M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$64M
Net Income$13M
Employer EIN131879954
Plan Effective Date1971-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Andrew W. Mellon Foundation)

$60M$70M$80M$90M$100M$110M 202220232024 $71.1M $98.3M ▲ +38.2%
Total plan assets by year, all The Andrew W. Mellon Foundation plans on file
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.

The Andrew W. Mellon Foundation Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants The Andrew W. Mellon…, Total assets ($B): 0.063634412 · Participants: 158The Andrew W. Mellon…Annuity Plan of the …, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the …Annuity Fund Iuoe Lo…, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Lo…Annuity Fd of the Iu…, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iu…The Research Foundat…, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundat…Mason Tenders Distri…, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders Distri…
The Andrew W. Mellon Foundation Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare The Andrew W. Mellon Foundation Retireme… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to The Andrew W. Mellon Foundation Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did The Andrew W. Mellon Foundation Retirement Plan assets move in 2023? ▼
The Andrew W. Mellon Foundation Retirement Plan grew sharply - up 24.9% during 2023, from $51M to $64M. Reported net income was $13M.
How have The Andrew W. Mellon Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Andrew W. Mellon Foundation's sponsor-wide assets grew 38.2%, from $71M to $98M.
Where does The Andrew W. Mellon Foundation Retirement Plan rank by assets among Form 5500 filers? ▼
The Andrew W. Mellon Foundation Retirement Plan ranks in the 88th 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 Profit Sharing plans are similar in size to The Andrew W. Mellon Foundation Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The Missouri Botanical Garden 403(b) Retirement Savings Plan in MO ($64M, 490 participants).

Next read for The Andrew W. Mellon Foundation Retireme…

Filing takeaways

Ways to act on The Andrew W. Mellon Foundation Retirement Plan's numbers.

  • By total assets, The Andrew W. Mellon Foundation Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
  • The Andrew W. Mellon Foundation's sponsor-wide assets have grown 38.2% since 2022 across 3 plan years on file. More Other Services plans

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 131879954.

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.