Money Purchase
2024 plan-year Money Purchase DOL Form 5500

Carnegie Corporation of New York Defined Contribution Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Carnegie Corporation of New York · New York · Other Services

What the 2023 filing shows

Carnegie Corporation of New York Defined Contribution Retirement Plan holds $95M for 84 participants — about $1.1M per participant, up 11.5% over the 2024 plan year.

$95M
total plan assets (2024 EOY)
84
covered participants
$1.1M
avg assets per participant
+11.5%
assets growth YoY
Total Assets (2023)
$95M
Participants
84
State
Industry
Other Services

What the Filing Says About Carnegie Corporation of New York Defined Contribution Retirement Plan

Carnegie Corporation of New York Defined Contribution Retirement Plan is a Money Purchase retirement plan sponsored by Carnegie Corporation of New York, headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $95M in total end-of-year assets and covers 84 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 131628151, and the plan has been effective since 1921-11-17. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $86M at the beginning of 2024 to $95M at year-end — a gain of 11.5%. Net assets (after liabilities) closed the year at $95M, with reported net income of $10M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$86M
Total Assets (End of Year)$95M
Net Assets (End of Year)$95M
Net Income$10M
Plan TypeMoney Purchase
Employer EIN131628151
Plan Effective Date1921-11-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Carnegie Corporation of New York)

Year Plans Participants Total Assets
2022 3 162 $105M
2023 3 190 $115M
2024 3 169 $129M

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Frequently Asked Questions

How much money is in the Carnegie Corporation of New York Defined Contribution Retirement Plan?
As of the 2024 Form 5500 filing, Carnegie Corporation of New York Defined Contribution Retirement Plan holds $95M in total assets with 84 participants. It is sponsored by Carnegie Corporation of New York.
What type of plan is Carnegie Corporation of New York Defined Contribution Retirement Plan?
Carnegie Corporation of New York Defined Contribution Retirement Plan is a Money Purchase plan. It has been effective since 1921-11-17. The plan is filed with the U.S. Department of Labor under EIN 131628151.
Who sponsors the Carnegie Corporation of New York Defined Contribution Retirement Plan?
Carnegie Corporation of New York Defined Contribution Retirement Plan is sponsored by Carnegie Corporation of New York, located in New York. The sponsor's EIN is 131628151 and the plan operates in the Other Services industry.
How did Carnegie Corporation of New York Defined Contribution Retirement Plan perform in 2024?
Carnegie Corporation of New York Defined Contribution Retirement Plan grew by 11.5% during 2024, moving from $86M to $95M in total assets. Net income was $10M.
Where can I find official filings for Carnegie Corporation of New York Defined Contribution Retirement Plan?
Official Form 5500 filings for Carnegie Corporation of New York Defined Contribution Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 131628151 or plan name at efast.dol.gov.
How does Carnegie Corporation of New York Defined Contribution Retirement Plan compare to other plans?
You can compare Carnegie Corporation of New York Defined Contribution Retirement Plan against other Money Purchase plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 131628151.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.