401(k) · DOL Form 5500 · 2024

Carnegie Learning, Inc. 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
585
Participants Below avg headcount
81st
Percentile by assets National rank
$65,024
Avg per participant Low balance/head
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Official DOL plan name: Carnegie Learning, Inc. 401(k) Plan · Sponsored by Carnegie Learning, Inc. · Pennsylvania · Information & Media

$38M in assets, 585 participants

Carnegie Learning, Inc.'s Carnegie Learning, Inc. 401(k) Plan reported $38M in total assets and 585 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,079 in Information & Media (2,822 peers)

Where Carnegie Learning, Inc. 401(k) Plan sits by assets

Carnegie Learning, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $38M for 585 participants (~$65,024/participant), up 13.6% in 2024.

#2,079
in Information & Media (2,822 peers)
+13.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Carnegie Learning, Inc. 401(k) Plan's outsized position by total assets

Carnegie Learning, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$38,039,026 Top 19% higher than 81% of 123,620 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 2024

Carnegie Learning, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carnegie Learning, Inc. 401(k) Plan sits mid-pack in the medium band (585 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carnegie Learning, Inc. 401(k) Plan reported net income fell from $8M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Carnegie Learning, Inc. 401(k) Plan reported participants fell from 704 in the plan year 2023 filing to 585 in the plan year 2024 filing.
  • Carnegie Learning, Inc. 401(k) Plan end-of-year assets rose from $33M in the plan year 2023 filing to $38M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 251805640 · Carnegie Learning, Inc. PY 2024 · 401(k)

Carnegie Learning, Inc. 401(k) Plan · $38M · 585 · 81st

  • IND $38M
  • IND 585
  • IND 81st
  • IND 401(k)
  • IND near Veca 401(k) Savings Plan
  • IND ind #2079

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 Information & Media retirement plans → · Plans in Pennsylvania →

Carnegie Learning, Inc. 401(k) Plan in the asset neighbourhood

Carnegie Learning, Inc. 401(k) PlanCarnegie Learning, Inc. 401(…$38MVeca 401(k) Savings Plan$38MThe Hanover Research Council, LLC 401(k) Profit Sharing PlanThe Hanover Research Council…$38MSmiley Brothers, Inc. 401(k) PlanSmiley Brothers, Inc. 401(k)…$38MSheridan Production Operating Company, LLC 401(k) Savings PlanSheridan Production Operatin…$38M
End-of-year total assets ($M) among Carnegie Learning, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$38M
Net Income$5M
Employer EIN251805640
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carnegie Learning, Inc.)

Sponsor-wide plan assets over time

All Carnegie Learning, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 50.950282949740874% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.2M $38M ▲ +51.0%
Year Plans Participants Total Assets
2022 1 512 $25M
2023 1 704 $33M
2024 1 585 $38M

Nearby 401(k) Plans in Pennsylvania

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

Carnegie Learning, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Carnegie Learning, Inc. 401(k) Plan, Total assets ($B): 0.038039026 · Participants: 585Carnegie Learning, Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Carnegie Learning, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Carnegie Learning, Inc. 401(k) Plan side-by-side with 3 peers →

Carnegie Learning, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Veca 401(k) Savings Plan in WA ($38M); by covered participants it is Ngl Energy 401(k) Plan in OK (585 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (585 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Carnegie Learning, Inc. 401(k) Plan assets move in 2024? ▼
Carnegie Learning, Inc. 401(k) Plan grew at a solid clip - up 13.6% during 2024, from $33M to $38M. Reported net income was $5M.
How have Carnegie Learning, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carnegie Learning, Inc.'s sponsor-wide assets grew 51.0%, from $25M to $38M.
Where does Carnegie Learning, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Carnegie Learning, Inc. 401(k) Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Carnegie Learning, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Veca 401(k) Savings Plan in WA ($38M, 292 participants).
Which 401(k) plans cover a similar participant headcount to Carnegie Learning, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ngl Energy 401(k) Plan in OK (585 participants, $117M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 251805640.

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.