Other · DOL Form 5500 · 2024

Carnegie Institution of Washington Retirement Plan

Data updated 2026-08-11

$78M
Total assets
531
Participants
89th
Percentile by assets
$146,908
Avg per participant
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Official DOL plan name: Carnegie Institution of Washington Supplemental Retirement Annuity (Sra) Plan · Sponsored by Carnegie Institution of Washington · District of Columbia · Professional & Technical Services

$78M in assets, 531 participants

Carnegie Institution of Washington's Carnegie Institution of Washington Supplemental Retirement Annuity (Sra) Plan reported $78M in total assets and 531 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 123,622 plans)
  • #18,081 in Professional & Technical Services (20,173 peers)

Coverage in District of Columbia

Carnegie Institution of Washington Supplemental Retirement Annuity (Sra) Plan covers 531 participants in District of Columbia, about 36% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $78M.

$78M
total plan assets (2024 EOY)
531
covered participants
89th
percentile by assets (of 123,622 plans)
$146,908
avg assets per participant

Where Carnegie Institution of Washington Supplemental Retirement Annuity (Sra) Plan sits by total assets

Carnegie Institution of Washington Supplemental Retirement Annuity (Sra) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$78,008,359 Top 11% higher than 89% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carnegie Institution of Washington Supplemental Retirement Annuity (Sra) Plan reported net income fell from $10M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Carnegie Institution of Washington Supplemental Retirement Annuity (Sra) Plan end-of-year assets rose from $71M in the plan year 2023 filing to $78M in the plan year 2024 filing.
  • Carnegie Institution of Washington Supplemental Retirement Annuity (Sra) Plan reported participants rose from 519 in the plan year 2023 filing to 531 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
District of Columbia
Industry
Professional & Technical Services

Participants vs District of Columbia filers

In District of Columbia, the average filing covers about 1,456 participants across 881 plans. Carnegie Institution of Washington Supplemental Retirement Annuity (Sra) Plan reports 531 participants - about 36% of that state average ($78M EOY assets).

District of Columbia filing particulars

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$78M
Net Income$7M
Employer EIN530196523
Plan Effective Date1980-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carnegie Institution of Washington)

$240M$260M$280M$300M$320M$340M 202220232024 $265M $320M ▲ +20.6%
Total plan assets by year, all Carnegie Institution of Washington plans on file
Year Plans Participants Total Assets
2022 2 738 $265M
2023 2 1,074 $296M
2024 2 1,045 $320M

Nearby Other Plans in District of Columbia

Peer Other plans, same state, same plan type, ranked by total assets.

Carnegie Institution of Washington Supplemental Retirement Annuity (Sra) Plan vs. nearby Other plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -10123 Total assets ($B) Participants Carnegie Institution…, Total assets ($B): 0.078008359 · Participants: 531Carnegie Institution…Int'l Brotherhood of…, Total assets ($B): 2.75808979 · Participants: 450729Int'l Brotherhood of…Georgetown Universit…, Total assets ($B): 2.450782108 · Participants: 4882Georgetown Universit…American University …, Total assets ($B): 1.352129486 · Participants: 5480American University …Howard University Sa…, Total assets ($B): 1.199524542 · Participants: 6543Howard University Sa…Georgetown Universit…, Total assets ($B): 0.979239156 · Participants: 14512Georgetown Universit…
Carnegie Institution of Washington Supplemental Retirement Annuity (Sra) Plan vs. nearby Other plans in District of Columbia, assets vs. participants
Compare Carnegie Institution of Washington Suppl… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Carnegie Institution of Washington Supplemental Retirement Annuity (Sra) Plan by total assets, not by location.

Frequently Asked Questions

How did Carnegie Institution of Washington Supplemental Retirement Annuity (Sra) Plan assets move in 2024? ▼
Carnegie Institution of Washington Supplemental Retirement Annuity (Sra) Plan grew at a solid clip - up 9.5% during 2024, from $71M to $78M. Reported net income was $7M.
How have Carnegie Institution of Washington plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carnegie Institution of Washington's sponsor-wide assets grew 20.6%, from $265M to $320M.
Where does Carnegie Institution of Washington Supplemental Retirement Annuity (Sra) Plan rank by assets among Form 5500 filers? ▼
Carnegie Institution of Washington Supplemental Retirement Annuity (Sra) Plan ranks in the 89th 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 Other plans are similar in size to Carnegie Institution of Washington Supplemental Retirement Annuity (Sra) Plan? ▼
Among Other plans in other states, the closest by assets is Employshare, Inc. 401(k) Profit Sharing Plan in PA ($78M, 619 participants).

Next read for Carnegie Institution of Washington Suppl…

Filing takeaways

Ways to act on Carnegie Institution of Washington Supplemental Retirement Annuity (Sra) Plan's numbers.

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 530196523.

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.