Money Purchase · DOL Form 5500 · 2024

Carnegie Corporation of New York Money Purchase Plan

Data updated 2026-08-25

$95M
Total assets Below avg plan size
84
Participants Small participant base
90th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Carnegie Corporation of New York Defined Contribution Retirement Plan · Sponsored by Carnegie Corporation of New York · New York · Other Services

$95M in assets, 84 participants

Carnegie Corporation of New York's Carnegie Corporation of New York Defined Contribution Retirement Plan reported $95M in total assets and 84 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,433 in Other Services (7,719 peers)

Where Carnegie Corporation of New York Defined Contribution Retirement Plan sits by assets

Carnegie Corporation of New York Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $95M for 84 participants (~$1.1M/participant), up 11.5% in 2024.

#7,433
in Other Services (7,719 peers)
+11.5%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Carnegie Corporation of New York Defined Contribution Retirement Plan's outsized position by total assets

Carnegie Corporation of New York Defined Contribution Retirement Plan vs every filed plan by assets

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

$95,492,210 Top 10% higher than 90% 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 Corporation of New York Defined Contribution Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carnegie Corporation of New York Defined Contribution Retirement Plan is a small filing (84 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carnegie Corporation of New York Defined Contribution Retirement Plan reported net income rose from $7M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Carnegie Corporation of New York Defined Contribution Retirement Plan end-of-year assets rose from $86M in the plan year 2023 filing to $95M in the plan year 2024 filing.
  • Carnegie Corporation of New York Defined Contribution Retirement Plan reported participants fell from 92 in the plan year 2023 filing to 84 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 131628151 · Carnegie Corporation of New York PY 2024 · Money Purchase

Carnegie Corporation of New York Defined Contribution Retirement Plan · $95M · 84 · 90th

  • SCH $95M
  • SCH 84
  • SCH 90th
  • SCH Money Purchase
  • SCH near IBEW Local Union 668 Employees Pension Plan
  • SCH ind #7433

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 Other Services retirement plans → · Plans in New York →

Carnegie Corporation of New York Defined Contribution Retirement Plan in the asset neighbourhood

Sullivan & Worcester LLP Retirement PlanSullivan & Worcester LLP Ret…$97MHays Medical Center Employee's Pension PlanHays Medical Center Employee…$97MIBEW Local Union 668 Employees Pension PlanIBEW Local Union 668 Employe…$96MCarnegie Corporation of New York Defined Contribution Retirement PlanCarnegie Corporation of New …$95MInternational Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust FundInternational Brotherhood of…$95M
End-of-year total assets ($M) among Carnegie Corporation of New York Defined Contribution Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

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

Sponsor Plan History (Carnegie Corporation of New York)

Sponsor-wide plan assets over time

All Carnegie Corporation of New York plans reported in each filing year

Latest sponsor-wide plan assets
$130M 22.191364178975075% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $106M $130M ▲ +22.2%
Year Plans Participants Total Assets
2022 3 162 $106M
2023 3 190 $116M
2024 3 169 $130M

Nearby Money Purchase Plans in New York

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

Carnegie Corporation of New York Defined Contribution Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Carnegie Corporation of New York Defined Contribution Retirement Plan, Total assets ($B): 0.09549221 · Participants: 84Carnegie Corporation of New York Defined Contribution Retirement PlanTiaa Retirement Plan, Total assets ($B): 5.903718286 · Participants: 11906Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.876243 · Participants: 47199Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 2.152151099 · Participants: 15274McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.539461125 · Participants: 2624Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.218944937 · Participants: 2357Iron Workers Locals 40, 361 & 417 Annuity Fund
Carnegie Corporation of New York Defined Contribution Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants

Carnegie Corporation of New York Defined Contribution Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is IBEW Local Union 668 Employees Pension Plan in IN ($96M); by covered participants it is Jewish Federation Council of Greater Los Angeles Defined Contribution Plan in CA (83 participants). Same-state nearby plans are listed separately above.

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 Corporation of New York Defined Contribution Retirement Plan assets move in 2024? ▼
Carnegie Corporation of New York Defined Contribution Retirement Plan grew at a solid clip - up 11.5% during 2024, from $86M to $95M. Reported net income was $10M.
How have Carnegie Corporation of New York plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carnegie Corporation of New York's sponsor-wide assets grew 22.2%, from $106M to $130M.
Where does Carnegie Corporation of New York Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Carnegie Corporation of New York Defined Contribution Retirement Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Carnegie Corporation of New York Defined Contribution Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is IBEW Local Union 668 Employees Pension Plan in IN ($96M, 1,260 participants).
Which Money Purchase plans cover a similar participant headcount to Carnegie Corporation of New York Defined Contribution Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Jewish Federation Council of Greater Los Angeles Defined Contribution Plan in CA (83 participants, $5M in assets).