Profit Sharing · DOL Form 5500 · 2024

The Andrew W. Mellon Foundation Profit Sharing Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
176
Participants Small participant base
88th
Percentile by assets National rank
$404,541
Avg per participant High balance/head
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Official DOL plan name: The Andrew W. Mellon Foundation Retirement Plan · Sponsored by The Andrew W. Mellon Foundation · New York · Other Services

$71M in assets, 176 participants

The Andrew W. Mellon Foundation's The Andrew W. Mellon Foundation Retirement Plan reported $71M in total assets and 176 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,333 in Other Services (7,719 peers)

Coverage in New York

The Andrew W. Mellon Foundation Retirement Plan covers 176 participants in New York, about 22% of the average New York filer (state average ~798 per filing). Assets: $71M.

#7,333
in Other Services (7,719 peers)
+11.9%
assets growth YoY
0.7×
vs typical plan assets (national mean)

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

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

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

$71,199,291 Top 12% higher than 88% 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 Retirement 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 Retirement 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 Retirement Plan reported net income fell from $13M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • The Andrew W. Mellon Foundation Retirement Plan end-of-year assets rose from $64M in the plan year 2023 filing to $71M in the plan year 2024 filing.
  • The Andrew W. Mellon Foundation Retirement Plan reported participants rose from 158 in the plan year 2023 filing to 176 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

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

The Andrew W. Mellon Foundation Retirement Plan · $71M · 176 · 88th

  • EBSA $71M
  • EBSA 176
  • EBSA 88th
  • EBSA Profit Sharing
  • EBSA near Iec Retirement Plan
  • EBSA ind #7333

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 Retirement Plan in the asset neighbourhood

Ff Realty Inc Trust$71MIec Retirement Plan$71MThe Andrew W. Mellon Foundation Retirement PlanThe Andrew W. Mellon Foundat…$71MOperating Engineers Local #49 Defined Contribution PlanOperating Engineers Local #4…$71MDavid and Lucile Packard Foundation Employer Contribution Retirement PlanDavid and Lucile Packard Fou…$71M
End-of-year total assets ($M) among The Andrew W. Mellon Foundation Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$71M
Net Income$8M
Employer EIN131879954
Plan Effective Date1971-01-01
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 Profit Sharing Plans in New York

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

The Andrew W. Mellon Foundation Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants The Andrew W. Mellon Foundation Retirement Plan, Total assets ($B): 0.071199291 · Participants: 176The Andrew W. Mellon Foundation Retirement PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.296401236 · Participants: 18200Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 2.056246349 · Participants: 3278Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.821807482 · Participants: 5817Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for the State University of New York Retirement Plan, Total assets ($B): 1.269293939 · Participants: 9758The Research Foundation for the State University of New York Retirement PlanRochester Regional Health 403(b) Defined Contribution Plan, Total assets ($B): 0.987006461 · Participants: 15432Rochester Regional Health 403(b) Defined Contribution Plan
The Andrew W. Mellon Foundation Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare The Andrew W. Mellon Foundation Retirement Plan side-by-side with 3 peers →

The Andrew W. Mellon Foundation Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Iec Retirement Plan in MA ($71M); by covered participants it is Soldier on 403(b) Plan in MA (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 Retirement Plan assets move in 2024? ▼
The Andrew W. Mellon Foundation Retirement Plan grew at a solid clip - up 11.9% during 2024, from $64M to $71M. Reported net income was $8M.
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 Retirement Plan rank by assets among Form 5500 filers? ▼
The Andrew W. Mellon Foundation Retirement Plan ranks in the 88th 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 Profit Sharing plans are similar in size to The Andrew W. Mellon Foundation Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Iec Retirement Plan in MA ($71M, 103 participants).
Which Profit Sharing plans cover a similar participant headcount to The Andrew W. Mellon Foundation Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Soldier on 403(b) Plan in MA (176 participants, $9M 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.