Other · DOL Form 5500 · 2023

Carnegie Mellon University Retirement Plan

Data updated 2026-08-25

$2.5B
Total assets Very large vs avg
6,370
Participants Above avg headcount
99th
Percentile by assets National rank
$400,290
Avg per participant High balance/head
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Official DOL plan name: Carnegie Mellon University Faculty and Staff Retirement Plan · Sponsored by Carnegie Mellon University · Pennsylvania · Educational Services

$2.5B in assets, 6,370 participants

Carnegie Mellon University's Carnegie Mellon University Faculty and Staff Retirement Plan reported $2.5B in total assets and 6,370 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #3,709 in Educational Services (3,735 peers)

Coverage in Pennsylvania

Carnegie Mellon University Faculty and Staff Retirement Plan covers 6,370 participants in Pennsylvania, 7.8x the typical Pennsylvania plan (state average ~822 per filing). Assets: $2.5B.

#3,709
in Educational Services (3,735 peers)
+13.8%
assets growth YoY
26×
vs typical plan assets (national mean)

Carnegie Mellon University Faculty and Staff Retirement Plan's outsized position by total assets

Carnegie Mellon University Faculty and Staff Retirement Plan vs every filed plan by assets

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

$2,549,846,260 Top 1% higher than 99% 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 Mellon University Faculty and Staff Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carnegie Mellon University Faculty and Staff Retirement Plan lands in the large band (6,370 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carnegie Mellon University Faculty and Staff Retirement Plan reported net income rose from -$339M in the plan year 2022 filing to $310M in the plan year 2023 filing.
  • Carnegie Mellon University Faculty and Staff Retirement Plan end-of-year assets rose from $2.2B in the plan year 2022 filing to $2.5B in the plan year 2023 filing.
  • Carnegie Mellon University Faculty and Staff Retirement Plan reported participants rose from 6,166 in the plan year 2022 filing to 6,370 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 250969449 · Carnegie Mellon University PY 2023 · Other

Carnegie Mellon University Faculty and Staff Retirement Plan · $2.5B · 6,370 · 99th

  • NET $2.5B
  • NET 6,370
  • NET 99th
  • NET Other
  • NET near Int'l Brotherhood of Electrical Workers' Pension Benefit Fund
  • NET ind #3709

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 Educational Services retirement plans → · Plans in Pennsylvania →

Carnegie Mellon University Faculty and Staff Retirement Plan in the asset neighbourhood

The Johns Hopkins University Applied Physics Laboratory Pension Plan BThe Johns Hopkins University…$2.7BBeaumont Health 403(b) Retirement Savings PlanBeaumont Health 403(b) Retir…$2.6BInt'l Brotherhood of Electrical Workers' Pension Benefit FundInt'l Brotherhood of Electri…$2.6BCarnegie Mellon University Faculty and Staff Retirement PlanCarnegie Mellon University F…$2.5BThe Tax Sheltered Annuity Plan of the Methodist HospitalThe Tax Sheltered Annuity Pl…$2.5B
End-of-year total assets ($B) among Carnegie Mellon University Faculty and Staff Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$2.2B
Net Assets (End of Year)$2.5B
Net Income$310M
Employer EIN250969449
Plan Effective Date1974-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carnegie Mellon University)

Sponsor-wide plan assets over time

All Carnegie Mellon University plans reported in each filing year

Latest sponsor-wide plan assets
$2.9B 26.43823532840479% vs 2022
2024 filing year
$2.2B$2.4B$2.6B$2.8B$3B 202220232024 $2.28B $2.88B ▲ +26.3%
Year Plans Participants Total Assets
2022 2 7,121 $2.3B
2023 2 7,442 $2.6B
2024 2 11,690 $2.9B

Nearby Other Plans in Pennsylvania

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

Carnegie Mellon University Faculty and Staff Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. 020000400006000080000100000 1234567 Total assets ($B) Participants Carnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.54984626 · Participants: 6370Carnegie Mellon University Faculty and Staff Retirement PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.313953991 · Participants: 20979The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.172068489 · Participants: 78261Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.057133387 · Participants: 41942The University of Pennsylvania Health System 403(b) Retirement Savings PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.466994136 · Participants: 15783Jefferson Defined Contribution Retirement PlanThe Children's Hospital of Philadelphia Retirement Savings Plan, Total assets ($B): 2.141294592 · Participants: 18109The Children's Hospital of Philadelphia Retirement Savings Plan
Carnegie Mellon University Faculty and Staff Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Carnegie Mellon University Faculty and Staff Retirement Plan side-by-side with 3 peers →

Scale composition for Carnegie Mellon University Faculty and Staff Retirement Plan

Carnegie Mellon University Faculty and Staff Retirement Plan reports $2.5B in end-of-year assets across 6,370 participants (0.021% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $400,290 per participant (2.9x the national average assets-per-participant) . Net income for plan year 2023 was $310M.

This plan identity (EIN 250969449, plan #007) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.2B to $2.8B (+25.8%) while covered participants moved from 6,166 to 6,772 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 6,166 $2.2B Open filing
2023 6,370 $2.5B This page
2024 · index core 6,772 $2.8B Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Carnegie Mellon University Faculty and Staff Retirement Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Int'l Brotherhood of Electrical Workers' Pension Benefit Fund in DC ($2.6B); by covered participants it is White Plains Hospital Center 403(b) Defined Contribution Retirement Program in NY (6,309 participants). Same-state nearby plans are listed separately above.

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 Mellon University Faculty and Staff Retirement Plan assets move in 2023? ▼
Carnegie Mellon University Faculty and Staff Retirement Plan grew at a solid clip - up 13.8% during 2023, from $2.2B to $2.5B. Reported net income was $310M.
How have Carnegie Mellon University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carnegie Mellon University's sponsor-wide assets grew 26.4%, from $2.3B to $2.9B.
Where does Carnegie Mellon University Faculty and Staff Retirement Plan rank by assets among Form 5500 filers? ▼
Carnegie Mellon University Faculty and Staff Retirement Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Other plans are similar in size to Carnegie Mellon University Faculty and Staff Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Int'l Brotherhood of Electrical Workers' Pension Benefit Fund in DC ($2.6B, 431,907 participants).
Which Other plans cover a similar participant headcount to Carnegie Mellon University Faculty and Staff Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is White Plains Hospital Center 403(b) Defined Contribution Retirement Program in NY (6,309 participants, $502M 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 250969449.

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.