Other · DOL Form 5500 · 2023
Carnegie Institution of Washington Retirement Plan
Data updated 2026-08-11
- $71M
- Total assets
- 519
- Participants
- 89th
- Percentile by assets
- $137,318
- Avg per participant
Official DOL plan name: Carnegie Institution of Washington Supplemental Retirement Annuity (Sra) Plan · Sponsored by Carnegie Institution of Washington · District of Columbia · Professional & Technical Services
$71M in assets, 519 participants
Carnegie Institution of Washington's Carnegie Institution of Washington Supplemental Retirement Annuity (Sra) Plan reported $71M in total assets and 519 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- 89th percentile by assets (of 127,072 plans)
- #18,277 in Professional & Technical Services (20,321 peers)
Coverage in District of Columbia
Carnegie Institution of Washington Supplemental Retirement Annuity (Sra) Plan covers 519 participants in District of Columbia, about 36% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $71M.
- $71M
- total plan assets (2023 EOY)
- 519
- covered participants
- 89th
- percentile by assets (of 127,072 plans)
- $137,318
- avg assets per participant
Where Carnegie Institution of Washington Supplemental Retirement Annuity (Sra) Plan sits by total assets
Carnegie Institution of Washington Supplemental Retirement Annuity (Sra) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$71,268,046 Top 11% higher than 89% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Carnegie Institution of Washington Supplemental Retirement Annuity (Sra) Plan reported participants rose from 244 in the plan year 2022 filing to 519 in the plan year 2023 filing.
- Carnegie Institution of Washington Supplemental Retirement Annuity (Sra) Plan reported net income rose from $6M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Carnegie Institution of Washington Supplemental Retirement Annuity (Sra) Plan end-of-year assets rose from $61M in the plan year 2022 filing to $71M in the plan year 2023 filing.
Participants vs District of Columbia filers
In District of Columbia, the average filing covers about 1,456 participants across 881 plans. Carnegie Institution of Washington Supplemental Retirement Annuity (Sra) Plan reports 519 participants - about 36% of that state average ($71M EOY assets).
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $61M |
|---|---|
| Net Assets (End of Year) | $71M |
| Net Income | $10M |
| Employer EIN | 530196523 |
| Plan Effective Date | 1980-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carnegie Institution of Washington)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 738 | $265M |
| 2023 | 2 | 1,074 | $296M |
| 2024 | 2 | 1,045 | $320M |
Nearby Other Plans in District of Columbia
Peer Other plans, same state, same plan type, ranked by total assets.
Carnegie Institution of Washington Supplemental Retirement Annuity (Sra) Plan vs. nearby Other plans in District of Columbia, assets vs. participants
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund $2.6B · 431,907
- Georgetown University Defined Contribution Retirement Plan $2.2B · 4,981
- American University Defined Contribution Retirement Plan $1.3B · 2,668
- Howard University Savings Plan $1.1B · 6,611
- Georgetown University Voluntary Contribution Retirement Plan $865M · 15,030
Similar-Sized Other Plans Nationally
Other plans in other states closest to Carnegie Institution of Washington Supplemental Retirement Annuity (Sra) Plan by total assets, not by location.
- Georgian Court University Retirement Plan (NJ) $71M · 298
- University School Retirement Savings Plan (OH) $71M · 245
- Ascension Healthcare Legacy ERISA 403(b) Plan (MO) $71M · 1,014
- Blair Academy DC Retirement Plan (NJ) $71M · 157
Frequently Asked Questions
How did Carnegie Institution of Washington Supplemental Retirement Annuity (Sra) Plan assets move in 2023? ▼
How have Carnegie Institution of Washington plan assets changed over time? ▼
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Filing takeaways
Ways to act on Carnegie Institution of Washington Supplemental Retirement Annuity (Sra) Plan's numbers.
- By total assets, Carnegie Institution of Washington Supplemental Retirement Annuity (Sra) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in District of Columbia. Compare plans
- Carnegie Institution of Washington's sponsor-wide assets have grown 20.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans