Other · DOL Form 5500 · 2024

Carnegie Mellon University Retirement Plan

Data updated 2026-07-24

$2.8B
Total assets: 6,772
Participants: 99th
Percentile by assets: $416,087
Avg per participant

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.

99th percentile by assets (of 116,472 plans)

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 ~824 per filing). Assets: $2.8B.

$2.8B
total plan assets (2024 EOY): 6,772
covered participants: 99th
percentile by assets (of 116,472 plans): $416,087
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Pennsylvania

Industry

Educational Services

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 824 participants across 5,360 plans. Carnegie Mellon University Faculty and Staff Retirement Plan reports 6,772 participants - 8.2x that state average ($2.8B EOY assets).

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)

Total plan assets by year, all Carnegie Mellon University plans on file

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.

Carnegie Mellon University Faculty and Staff Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants

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

Compare Carnegie Mellon University Faculty and S… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Carnegie Mellon University Faculty and Staff Retirement Plan by total assets, not by location.

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
Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan (FL) $2.7B · 26,141

Frequently Asked Questions

How did Carnegie Mellon University Faculty and Staff Retirement Plan assets move in 2024? ▼

Carnegie Mellon University Faculty and Staff Retirement Plan grew at a solid clip - up 10.5% during 2024, from $2.5B to $2.8B. Reported net income was $268M.

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 Faculty and Staff Retirement Plan rank by assets among Form 5500 filers? ▼

Carnegie Mellon University Faculty and Staff Retirement Plan ranks in the 99th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).

Which Other plans are similar in size to Carnegie Mellon University Faculty and Staff Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Int'l Brotherhood of Electrical Workers' Pension Benefit Fund in DC ($2.8B, 450,729 participants).

Next read for Carnegie Mellon University Faculty and S…

Filing takeaways

Ways to act on Carnegie Mellon University Faculty and Staff Retirement Plan's numbers.

By total assets, Carnegie Mellon University Faculty and Staff Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar Other 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

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.