Profit Sharing · DOL Form 5500 · 2024

The Andrew W. Mellon Foundation Profit Sharing Plan

Data updated 2026-07-24

$71M
Total assets: 176
Participants: 88th
Percentile by assets: $404,541
Avg per participant

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.

88th percentile by assets (of 116,472 plans)

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 ~795 per filing). Assets: $71M.

$71M
total plan assets (2024 EOY): 176
covered participants: 88th
percentile by assets (of 116,472 plans): $404,541
avg assets per participant

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 →

State

New York

Industry

Other Services

Participants vs New York filers

In New York, the average filing covers about 795 participants across 8,491 plans. The Andrew W. Mellon Foundation Retirement Plan reports 176 participants - about 22% of that state average ($71M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$64M
Net Assets (End of Year)	$71M
Net Income	$8M
Employer EIN	131879954
Plan Effective Date	1971-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (The Andrew W. Mellon Foundation)

Total plan assets by year, all The Andrew W. Mellon Foundation plans on file

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

Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
Mason Tenders District Council Annuity Fund $944M · 11,824

Compare The Andrew W. Mellon Foundation Retireme… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to The Andrew W. Mellon Foundation Retirement Plan by total assets, not by location.

Iec Retirement Plan (MA) $71M · 103
Operating Engineers Local #49 Defined Contribution Plan (MN) $71M · 11,456
David and Lucile Packard Foundation Employer Contribution Retirement Plan (CA) $71M · 156
Ff Realty Inc Trust (CT) $71M · 4

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 116,472 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).

Next read for The Andrew W. Mellon Foundation Retireme…

Filing takeaways

Ways to act on The Andrew W. Mellon Foundation Retirement Plan's numbers.

By total assets, The Andrew W. Mellon Foundation Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
The Andrew W. Mellon Foundation's sponsor-wide assets have grown 38.2% since 2022 across 3 plan years on file. More Other Services plans

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.