Other · DOL Form 5500 · 2024
Carnegie Mellon University Retirement Plan
Data updated 2026-08-25
- $2.8B
- Total assets Very large vs avg
- 6,772
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $416,087
- Avg per participant High balance/head
Official DOL plan name: Carnegie Mellon University Faculty and Staff Retirement Plan · Sponsored by Carnegie Mellon University · Pennsylvania · Educational Services
$2.8B in assets, 6,772 participants
Carnegie Mellon University's Carnegie Mellon University Faculty and Staff Retirement Plan reported $2.8B in total assets and 6,772 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #3,614 in Educational Services (3,638 peers)
Coverage in Pennsylvania
Carnegie Mellon University Faculty and Staff Retirement Plan covers 6,772 participants in Pennsylvania, 8.2x the typical Pennsylvania plan (state average ~822 per filing). Assets: $2.8B.
- #3,614
- in Educational Services (3,638 peers)
- +10.5%
- assets growth YoY
- 28×
- vs typical plan assets (national mean)
Carnegie Mellon University Faculty and Staff Retirement Plan's outsized position by total assets
Carnegie Mellon University Faculty and Staff Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,817,739,782 Top 1% higher than 99% 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
Carnegie Mellon University Faculty and Staff Retirement 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 Faculty and Staff Retirement Plan lands in the large band (6,772 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carnegie Mellon University Faculty and Staff Retirement Plan reported net income fell from $310M in the plan year 2023 filing to $268M in the plan year 2024 filing.
- Carnegie Mellon University Faculty and Staff Retirement Plan end-of-year assets rose from $2.5B in the plan year 2023 filing to $2.8B in the plan year 2024 filing.
- Carnegie Mellon University Faculty and Staff Retirement Plan reported participants rose from 6,370 in the plan year 2023 filing to 6,772 in the plan year 2024 filing.
DOL schedule card
Filing strip 250969449 · Carnegie Mellon University PY 2024 · Other
Carnegie Mellon University Faculty and Staff Retirement Plan · $2.8B · 6,772 · 99th
- PHOTO $2.8B
- PHOTO 6,772
- PHOTO 99th
- PHOTO Other
- PHOTO near Wellstar Health System, Inc. Supplemental Retirement Savings Plan
- PHOTO ind #3614
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 Faculty and Staff Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $2.5B |
|---|---|
| Net Assets (End of Year) | $2.8B |
| Net Income | $268M |
| Employer EIN | 250969449 |
| Plan Effective Date | 1974-07-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 7,121 | $2.3B |
| 2023 | 2 | 7,442 | $2.6B |
| 2024 | 2 | 11,690 | $2.9B |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
- The Children's Hospital of Philadelphia Retirement Savings Plan $2.5B · 19,571
Scale composition for Carnegie Mellon University Faculty and Staff Retirement Plan
Carnegie Mellon University Faculty and Staff Retirement Plan reports $2.8B in end-of-year assets across 6,772 participants (0.023% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $416,087 per participant (3.0x the national average assets-per-participant) . Net income for plan year 2024 was $268M.
This plan identity (EIN 250969449, plan #007) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.2B to $2.8B (+25.8%) while covered participants moved from 6,166 to 6,772 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,166 | $2.2B | Open filing |
| 2023 | 6,370 | $2.5B | Open filing |
| 2024 · index core | 6,772 | $2.8B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Carnegie Mellon University 401(k) Plan (401(k), $63M, 4,918 participants)
Carnegie Mellon University Faculty and Staff Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Wellstar Health System, Inc. Supplemental Retirement Savings Plan in GA ($2.8B); by covered participants it is United Health Services, Inc. 403(b) Retirement Plan in NY (6,793 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.8B here).
- Wellstar Health System, Inc. Supplemental Retirement Savings Plan (GA) $2.8B · 26,097
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund (DC) $2.8B · 450,729
- Ohiohealth Retirement Savings Plan 403(b) (OH) $2.7B · 29,710
- Beaumont Health 403(b) Retirement Savings Plan (MI) $3.0B · 34,160
Similar participant headcount
Nearest other-state filings by covered participants (6,772 participants); asset peers above are excluded.
- United Health Services, Inc. 403(b) Retirement Plan (NY) 6,793 · 21 off
- The Medical College of Wisconsin, Inc. Retirement Plan (WI) 6,796 · 24 off
- Children's Hospital and Health System Shared Retirement Savings Plan (WI) 6,717 · 55 off
- Mercy Health Corporation Employees Retirement Plan (IL) 6,868 · 96 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.