Other · DOL Form 5500 · 2024

The Andrew W. Mellon Foundation Retirement Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
176
Participants Small participant base
76th
Percentile by assets National rank
$153,860
Avg per participant Above avg balance/head
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Official DOL plan name: The Andrew W. Mellon Foundation Savings Plan · Sponsored by The Andrew W. Mellon Foundation · New York · Other Services

$27M in assets, 176 participants

The Andrew W. Mellon Foundation's The Andrew W. Mellon Foundation Savings Plan reported $27M in total assets and 176 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #6,745 in Other Services (7,719 peers)

Coverage in New York

The Andrew W. Mellon Foundation Savings Plan covers 176 participants in New York, about 22% of the average New York filer (state average ~798 per filing). Assets: $27M.

#6,745
in Other Services (7,719 peers)
+6.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Andrew W. Mellon Foundation Savings Plan's outsized position by total assets

The Andrew W. Mellon Foundation Savings Plan vs every filed plan by assets

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

$27,079,301 Top 24% higher than 76% 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

The Andrew W. Mellon Foundation Savings 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. The Andrew W. Mellon Foundation Savings Plan sits mid-pack in the medium band (176 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Andrew W. Mellon Foundation Savings Plan reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • The Andrew W. Mellon Foundation Savings Plan reported participants rose from 158 in the plan year 2023 filing to 176 in the plan year 2024 filing.
  • The Andrew W. Mellon Foundation Savings Plan end-of-year assets rose from $25M in the plan year 2023 filing to $27M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 131879954 · The Andrew W. Mellon Foundation PY 2024 · Other

The Andrew W. Mellon Foundation Savings Plan · $27M · 176 · 76th

  • PART $27M
  • TYPE 176
  • NET 76th
  • BOOK Other
  • VS-ST near National Conference of Bar Examiners 403(b) Plan
  • BOY ind #6745

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 →

The Andrew W. Mellon Foundation Savings Plan in the asset neighbourhood

Guthrie Theater Foundation 403(b) Retirement PlanGuthrie Theater Foundation 4…$27MThe Andrew W. Mellon Foundation Savings PlanThe Andrew W. Mellon Foundat…$27MNational Conference of Bar Examiners 403(b) PlanNational Conference of Bar E…$27MMiddlesex School Savings Plan$27MBerry College Tax-Deferred Annuity PlanBerry College Tax-Deferred A…$27M
End-of-year total assets ($M) among The Andrew W. Mellon Foundation Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$27M
Net Income$2M
Employer EIN131879954
Plan Effective Date1993-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Andrew W. Mellon Foundation)

Sponsor-wide plan assets over time

All The Andrew W. Mellon Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$98M 38.24222742758897% vs 2022
2024 filing year
$60M$70M$80M$90M$100M$110M 202220232024 $71.1M $98.3M ▲ +38.2%
Year Plans Participants Total Assets
2022 2 270 $71M
2023 2 316 $89M
2024 2 352 $98M

Nearby Other Plans in New York

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

The Andrew W. Mellon Foundation Savings Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Andrew W. Mellon Foundation Savings Plan, Total assets ($B): 0.027079301 · Participants: 176The Andrew W. Mellon Foundation Savings PlanNorthwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for Officers of Columbia University
The Andrew W. Mellon Foundation Savings Plan vs. nearby Other plans in New York, assets vs. participants
Compare The Andrew W. Mellon Foundation Savings Plan side-by-side with 3 peers →

The Andrew W. Mellon Foundation Savings Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is National Conference of Bar Examiners 403(b) Plan in WI ($27M); by covered participants it is City Union Mission Inc. Employees Retirement Plan in MO (176 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (176 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 The Andrew W. Mellon Foundation Savings Plan assets move in 2024? ▼
The Andrew W. Mellon Foundation Savings Plan grew at a solid clip - up 6.6% during 2024, from $25M to $27M. Reported net income was $2M.
How have The Andrew W. Mellon Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Andrew W. Mellon Foundation's sponsor-wide assets grew 38.2%, from $71M to $98M.
Where does The Andrew W. Mellon Foundation Savings Plan rank by assets among Form 5500 filers? ▼
The Andrew W. Mellon Foundation Savings Plan ranks in the 76th 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 Other plans are similar in size to The Andrew W. Mellon Foundation Savings Plan? ▼
Among Other plans in other states, the closest by assets is National Conference of Bar Examiners 403(b) Plan in WI ($27M, 143 participants).
Which Other plans cover a similar participant headcount to The Andrew W. Mellon Foundation Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is City Union Mission Inc. Employees Retirement Plan in MO (176 participants, $4M 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 131879954.

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.