401(k) · DOL Form 5500 · 2023

Carnegie Mellon University 401(k) Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
1,072
Participants Near avg headcount
86th
Percentile by assets National rank
$47,570
Avg per participant Low balance/head
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Official DOL plan name: Carnegie Mellon University 401(k) Plan · Sponsored by Carnegie Mellon University · Pennsylvania · Educational Services

$51M in assets, 1,072 participants

Carnegie Mellon University's Carnegie Mellon University 401(k) Plan reported $51M in total assets and 1,072 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,782 in Educational Services (3,735 peers)

Where Carnegie Mellon University 401(k) Plan sits by assets

Carnegie Mellon University 401(k) Plan sits in the top quartile of all filed plans by assets, $51M for 1,072 participants (~$47,570/participant), up 32.1% in 2023.

#2,782
in Educational Services (3,735 peers)
+32.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Carnegie Mellon University 401(k) Plan's outsized position by total assets

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

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

$50,995,100 Top 14% higher than 86% 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 401(k) 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 401(k) Plan lands in the large band (1,072 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carnegie Mellon University 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Carnegie Mellon University 401(k) Plan end-of-year assets rose from $39M in the plan year 2022 filing to $51M in the plan year 2023 filing.
  • Carnegie Mellon University 401(k) Plan reported participants rose from 955 in the plan year 2022 filing to 1,072 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 · 401(k)

Carnegie Mellon University 401(k) Plan · $51M · 1,072 · 86th

  • EOY $51M
  • 5500 1,072
  • ASSETS 86th
  • PCT 401(k)
  • EIN near Cornerstone Controls 401(k) Plan
  • RANK ind #2782

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 401(k) Plan in the asset neighbourhood

Morton Community Bank 401(k) Retirement PlanMorton Community Bank 401(k)…$51MCarnegie Mellon University 401(k) PlanCarnegie Mellon University 4…$51MCornerstone Controls 401(k) PlanCornerstone Controls 401(k) …$51MHixson Incorporated Section 401(k) PlanHixson Incorporated Section …$51MDual North America, Inc. 401(k) Profit Sharing PlanDual North America, Inc. 401…$51M
End-of-year total assets ($M) among Carnegie Mellon University 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$50M
Net Income$12M
Employer EIN250969449
Plan Effective Date2011-08-01
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 401(k) Plans in Pennsylvania

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

Carnegie Mellon University 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Carnegie Mellon University 401(k) Plan, Total assets ($B): 0.0509951 · Participants: 1072Carnegie Mellon University 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 Mellon University 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Carnegie Mellon University 401(k) Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Cornerstone Controls 401(k) Plan in OH ($51M); by covered participants it is Suntec Concrete, Inc. 401(k) Profit Sharing Plan in AZ (1,072 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,072 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 Mellon University 401(k) Plan assets move in 2023? ▼
Carnegie Mellon University 401(k) Plan surged - up 32.1% during 2023, from $39M to $51M. Reported net income was $12M.
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 401(k) Plan rank by assets among Form 5500 filers? ▼
Carnegie Mellon University 401(k) Plan ranks in the 86th 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 401(k) plans are similar in size to Carnegie Mellon University 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cornerstone Controls 401(k) Plan in OH ($51M, 151 participants).
Which 401(k) plans cover a similar participant headcount to Carnegie Mellon University 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Suntec Concrete, Inc. 401(k) Profit Sharing Plan in AZ (1,072 participants, $140M 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.