401(k) · DOL Form 5500 · 2024
Carnegie Mellon University 401(k) Plan
Data updated 2026-08-11
- $63M
- Total assets
- 4,918
- Participants
- 87th
- Percentile by assets
- $12,910
- Avg per participant
Official DOL plan name: Carnegie Mellon University 401(k) Plan · Sponsored by Carnegie Mellon University · Pennsylvania · Educational Services
$63M in assets, 4,918 participants
Carnegie Mellon University's Carnegie Mellon University 401(k) Plan reported $63M in total assets and 4,918 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- 87th percentile by assets (of 123,622 plans)
- #2,770 in Educational Services (3,638 peers)
Coverage in Pennsylvania
Carnegie Mellon University 401(k) Plan covers 4,918 participants in Pennsylvania, 6.0x the typical Pennsylvania plan (state average ~822 per filing). Assets: $63M.
- $63M
- total plan assets (2024 EOY)
- 4,918
- covered participants
- 87th
- percentile by assets (of 123,622 plans)
- $12,910
- avg assets per participant
Where Carnegie Mellon University 401(k) Plan sits by total assets
Carnegie Mellon University 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$63,490,996 Top 13% higher than 87% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carnegie Mellon University 401(k) Plan reported participants rose from 1,072 in the plan year 2023 filing to 4,918 in the plan year 2024 filing.
- Carnegie Mellon University 401(k) Plan end-of-year assets rose from $51M in the plan year 2023 filing to $63M in the plan year 2024 filing.
- Carnegie Mellon University 401(k) Plan reported net income rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Carnegie Mellon University 401(k) Plan reports 4,918 participants - 6.0x that state average ($63M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $51M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | $13M |
| Employer EIN | 250969449 |
| Plan Effective Date | 2011-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carnegie Mellon University)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 7,121 | $2.3B |
| 2023 | 2 | 7,442 | $2.6B |
| 2024 | 2 | 11,690 | $2.9B |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Carnegie Mellon University 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Carnegie Mellon University 401(k) Plan by total assets, not by location.
- Icon Retirement Plan (TX) $63M · 3,695
- Fuerst Group 401(k) Plan (CA) $63M · 484
- Kyo-Ya Management Company, Ltd. 401(k) Plan (HI) $63M · 559
- Kind, Inc. Retirement Savings Plan (NY) $64M · 1,059
Frequently Asked Questions
How did Carnegie Mellon University 401(k) Plan assets move in 2024? ▼
How have Carnegie Mellon University plan assets changed over time? ▼
Where does Carnegie Mellon University 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Carnegie Mellon University 401(k) Plan? ▼
Next read for Carnegie Mellon University 401(k) Plan
Filing takeaways
Ways to act on Carnegie Mellon University 401(k) Plan's numbers.
- By total assets, Carnegie Mellon University 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
- Carnegie Mellon University's sponsor-wide assets have grown 26.4% since 2022 across 3 plan years on file. More Educational Services plans