Other · DOL Form 5500 · 2023
Carnegie Institution of Washington Retirement Plan
Data updated 2026-08-25
- $71M
- Total assets Below avg plan size
- 519
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $137,318
- Avg per participant Near avg balance/head
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.
- #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.
- #18,277
- in Professional & Technical Services (20,321 peers)
- +16.7%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Carnegie Institution of Washington Supplemental Retirement Annuity (Sra) Plan's outsized position 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
Carnegie Institution of Washington Supplemental Retirement Annuity (Sra) 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 Supplemental Retirement Annuity (Sra) Plan sits mid-pack in the medium band (519 participants).
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.
EBSA filing schedule strip
Filing strip 530196523 · Carnegie Institution of Washington PY 2023 · Other
Carnegie Institution of Washington Supplemental Retirement Annuity (Sra) Plan · $71M · 519 · 89th
- ASSETS $71M
- ASSETS 519
- ASSETS 89th
- ASSETS Other
- ASSETS near Georgian Court University Retirement Plan
- ASSETS ind #18277
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 Supplemental Retirement Annuity (Sra) Plan in the asset neighbourhood
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)
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
| 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.
- 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
Carnegie Institution of Washington Supplemental Retirement Annuity (Sra) Plan's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is Georgian Court University Retirement Plan in NJ ($71M); by covered participants it is Bloodworks Northwest Supplemental Retirement Account in WA (519 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($71M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (519 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.