Money Purchase · DOL Form 5500 · 2023

Carnegie Institution of Washington Money Purchase Plan

Data updated 2026-08-25

$225M
Total assets Near avg plan size
555
Participants Below avg headcount
95th
Percentile by assets National rank
$404,741
Avg per participant High balance/head
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Official DOL plan name: Carnegie Institution of Washington Retirement Plan · Sponsored by Carnegie Institution of Washington · District of Columbia · Professional & Technical Services

$225M in assets, 555 participants

Carnegie Institution of Washington's Carnegie Institution of Washington Retirement Plan reported $225M in total assets and 555 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #19,564 in Professional & Technical Services (20,321 peers)

Coverage in District of Columbia

Carnegie Institution of Washington Retirement Plan covers 555 participants in District of Columbia, about 38% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $225M.

#19,564
in Professional & Technical Services (20,321 peers)
+10.1%
assets growth YoY
2.3×
vs typical plan assets (national mean)

Carnegie Institution of Washington Retirement Plan's outsized position by total assets

Carnegie Institution of Washington Retirement Plan vs every filed plan by assets

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

$224,631,026 Top 5% higher than 95% 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 Institution of Washington 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. Carnegie Institution of Washington Retirement Plan sits mid-pack in the medium band (555 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carnegie Institution of Washington Retirement Plan reported net income rose from $11M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Carnegie Institution of Washington Retirement Plan reported participants rose from 494 in the plan year 2022 filing to 555 in the plan year 2023 filing.
  • Carnegie Institution of Washington Retirement Plan end-of-year assets rose from $204M in the plan year 2022 filing to $225M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 530196523 · Carnegie Institution of Washington PY 2023 · Money Purchase

Carnegie Institution of Washington Retirement Plan · $225M · 555 · 95th

  • PHOTO $225M
  • PHOTO 555
  • PHOTO 95th
  • PHOTO Money Purchase
  • PHOTO near Children's University Medical Group Pension Plan
  • PHOTO ind #19564

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 Professional & Technical Services retirement plans → · Plans in District of Columbia →

Carnegie Institution of Washington Retirement Plan in the asset neighbourhood

P & M Holding Group, LLP & Affiliated Entities Pension PlanP & M Holding Group, LLP & A…$226MChildren's University Medical Group Pension PlanChildren's University Medica…$226MCarnegie Institution of Washington Retirement PlanCarnegie Institution of Wash…$225MAlaska Electrical Retirement Savings PlanAlaska Electrical Retirement…$223MChmc Anesthesia Foundation, Inc. Money Purchase Pension PlanChmc Anesthesia Foundation, …$223M
End-of-year total assets ($M) among Carnegie Institution of Washington Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$204M
Net Assets (End of Year)$225M
Net Income$21M
Employer EIN530196523
Plan Effective Date1954-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carnegie Institution of Washington)

Sponsor-wide plan assets over time

All Carnegie Institution of Washington plans reported in each filing year

Latest sponsor-wide plan assets
$320M 20.596851626390862% vs 2022
2024 filing year
$240M$260M$280M$300M$320M$340M 202220232024 $265M $320M ▲ +20.6%
Year Plans Participants Total Assets
2022 2 738 $265M
2023 2 1,074 $296M
2024 2 1,045 $320M

Nearby Money Purchase Plans in District of Columbia

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

Carnegie Institution of Washington Retirement Plan vs. nearby Money Purchase plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -500050010001500 0100200300400 Total assets ($M) Participants Carnegie Institution of Washington Retirement Plan, Total assets ($M): 224.631026 · Participants: 555Carnegie Institution of Washington Retirement PlanAura, Inc. Money Purchase Pension Plan and Trust, Total assets ($M): 380.629048 · Participants: 1394Aura, Inc. Money Purchase Pension Plan and TrustNas Primary Retirement Plan, Total assets ($M): 366.569472 · Participants: 1056Nas Primary Retirement PlanNational Democratic Institute for International Affairs Money Purchase Pension Plan, Total assets ($M): 56.16659 · Participants: 263National Democratic Institute for International Affairs Money Purchase Pension PlanNfl Players Association Money Purchase Pension Plan and Trust, Total assets ($M): 53.19264 · Participants: 87Nfl Players Association Money Purchase Pension Plan and TrustResources for the Future, Inc. 401(a) Retirement Plan, Total assets ($M): 50.344563 · Participants: 65Resources for the Future, Inc. 401(a) Retirement Plan
Carnegie Institution of Washington Retirement Plan vs. nearby Money Purchase plans in District of Columbia, assets vs. participants
Compare Carnegie Institution of Washington Retirement Plan side-by-side with 3 peers →

Carnegie Institution of Washington Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside District of Columbia, the nearest Money Purchase by assets is Children's University Medical Group Pension Plan in WA ($226M); by covered participants it is Mary Rutan Health Association of Logan County Employees Pension Plan in OH (554 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (555 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 Institution of Washington Retirement Plan assets move in 2023? ▼
Carnegie Institution of Washington Retirement Plan grew at a solid clip - up 10.1% during 2023, from $204M to $225M. Reported net income was $21M.
How have Carnegie Institution of Washington plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carnegie Institution of Washington's sponsor-wide assets grew 20.6%, from $265M to $320M.
Where does Carnegie Institution of Washington Retirement Plan rank by assets among Form 5500 filers? ▼
Carnegie Institution of Washington Retirement Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Money Purchase plans are similar in size to Carnegie Institution of Washington Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Children's University Medical Group Pension Plan in WA ($226M, 845 participants).
Which Money Purchase plans cover a similar participant headcount to Carnegie Institution of Washington Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Mary Rutan Health Association of Logan County Employees Pension Plan in OH (554 participants, $72M 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 530196523.

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.