401(k) · DOL Form 5500 · 2024

Carnegie Mellon University 401(k) Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
4,918
Participants Above avg headcount
87th
Percentile by assets National rank
$12,910
Avg per participant Low balance/head
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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.

  • #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.

#2,770
in Educational Services (3,638 peers)
+24.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Carnegie Mellon University 401(k) Plan's outsized position 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

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 Mellon University 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carnegie Mellon University 401(k) Plan lands in the large band (4,918 participants).

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.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 250969449 · Carnegie Mellon University PY 2024 · 401(k)

Carnegie Mellon University 401(k) Plan · $63M · 4,918 · 87th

  • NET $63M
  • NET 4,918
  • NET 87th
  • NET 401(k)
  • NET near Icon Retirement Plan
  • NET ind #2770

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 Educational Services retirement plans → · Plans in Pennsylvania →

Carnegie Mellon University 401(k) Plan in the asset neighbourhood

Kind, Inc. Retirement Savings PlanKind, Inc. Retirement Saving…$64MCarnegie Mellon University 401(k) PlanCarnegie Mellon University 4…$63MIcon Retirement Plan$63MFuerst Group 401(k) Plan$63MKyo-Ya Management Company, Ltd. 401(k) PlanKyo-Ya Management Company, L…$63M
End-of-year total assets ($M) among Carnegie Mellon University 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$63M
Net Income$13M
Employer EIN250969449
Plan Effective Date2011-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carnegie Mellon University)

Sponsor-wide plan assets over time

All Carnegie Mellon University plans reported in each filing year

Latest sponsor-wide plan assets
$2.9B 26.43823532840479% vs 2022
2024 filing year
$2.2B$2.4B$2.6B$2.8B$3B 202220232024 $2.28B $2.88B ▲ +26.3%
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 Scatter plot of 6 data points. 020000400006000080000100000 -50510152025 Total assets ($B) Participants Carnegie Mellon University 401(k) Plan, Total assets ($B): 0.063490996 · Participants: 4918Carnegie Mellon University 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Carnegie Mellon University 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Carnegie Mellon University 401(k) Plan side-by-side with 3 peers →

Carnegie Mellon University 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Icon Retirement Plan in TX ($63M); by covered participants it is Care Finders Total Care LLC 401(k) Plan in NJ (4,918 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($63M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,918 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 Carnegie Mellon University 401(k) Plan assets move in 2024? ▼
Carnegie Mellon University 401(k) Plan grew sharply - up 24.5% during 2024, from $51M to $63M. Reported net income was $13M.
How have Carnegie Mellon University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carnegie Mellon University's sponsor-wide assets grew 26.4%, from $2.3B to $2.9B.
Where does Carnegie Mellon University 401(k) Plan rank by assets among Form 5500 filers? ▼
Carnegie Mellon University 401(k) Plan ranks in the 87th 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 401(k) plans are similar in size to Carnegie Mellon University 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Icon Retirement Plan in TX ($63M, 3,695 participants).
Which 401(k) plans cover a similar participant headcount to Carnegie Mellon University 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Care Finders Total Care LLC 401(k) Plan in NJ (4,918 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 250969449.

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.