Other · DOL Form 5500 · 2024
The Carnegie Foundation for the Advancement of Teaching Retirement Plan
Data updated 2026-08-25
- $46M
- Total assets Below avg plan size
- 57
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $810,467
- Avg per participant High balance/head
Official DOL plan name: The Carnegie Foundation for the Advancement of Teaching DC Plan · Sponsored by The Carnegie Foundation for the Advancement of Teaching · California · Other Services
$46M in assets, 57 participants
The Carnegie Foundation for the Advancement of Teaching's The Carnegie Foundation for the Advancement of Teaching DC Plan reported $46M in total assets and 57 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #7,129 in Other Services (7,719 peers)
Where The Carnegie Foundation for the Advancement of Teaching DC Plan sits by assets
The Carnegie Foundation for the Advancement of Teaching DC Plan sits in the top quartile of all filed plans by assets, $46M for 57 participants (~$810,467/participant), up 11.2% in 2024.
- #7,129
- in Other Services (7,719 peers)
- +11.2%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
The Carnegie Foundation for the Advancement of Teaching DC Plan's outsized position by total assets
The Carnegie Foundation for the Advancement of Teaching DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$46,196,612 Top 17% higher than 83% 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
The Carnegie Foundation for the Advancement of Teaching DC Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Carnegie Foundation for the Advancement of Teaching DC Plan is a small filing (57 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Carnegie Foundation for the Advancement of Teaching DC Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- The Carnegie Foundation for the Advancement of Teaching DC Plan end-of-year assets rose from $42M in the plan year 2023 filing to $46M in the plan year 2024 filing.
- The Carnegie Foundation for the Advancement of Teaching DC Plan reported participants fell from 59 in the plan year 2023 filing to 57 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 131623924 · The Carnegie Foundation for the Advancement of Teaching PY 2024 · Other
The Carnegie Foundation for the Advancement of Teaching DC Plan · $46M · 57 · 83rd
- NET $46M
- NET 57
- NET 83rd
- NET Other
- NET near Moravian Academy 403(b) DC Plan
- NET ind #7129
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 Other Services retirement plans → · Plans in California →
The Carnegie Foundation for the Advancement of Teaching DC Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | $5M |
| Employer EIN | 131623924 |
| Plan Effective Date | 1974-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Carnegie Foundation for the Advancement of Teaching)
Sponsor-wide plan assets over time
All The Carnegie Foundation for the Advancement of Teaching plans reported in each filing year
- Latest sponsor-wide plan assets
- $46M 30.654186824923308% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 59 | $35M |
| 2023 | 1 | 59 | $42M |
| 2024 | 1 | 57 | $46M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
The Carnegie Foundation for the Advancement of Teaching DC Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Moravian Academy 403(b) DC Plan in PA ($46M); by covered participants it is Section 403(b) Reirement Plan for Create, Inc. in NY (57 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($46M here).
Similar participant headcount
Nearest other-state filings by covered participants (57 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.