Money Purchase · DOL Form 5500 · 2024
Carnegie Institution of Washington Money Purchase Plan
Data updated 2026-08-25
- $242M
- Total assets Near avg plan size
- 514
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $470,323
- Avg per participant High balance/head
Official DOL plan name: Carnegie Institution of Washington Retirement Plan · Sponsored by Carnegie Institution of Washington · District of Columbia · Professional & Technical Services
$242M in assets, 514 participants
Carnegie Institution of Washington's Carnegie Institution of Washington Retirement Plan reported $242M in total assets and 514 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #19,396 in Professional & Technical Services (20,173 peers)
Coverage in District of Columbia
Carnegie Institution of Washington Retirement Plan covers 514 participants in District of Columbia, about 35% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $242M.
- #19,396
- in Professional & Technical Services (20,173 peers)
- +7.6%
- assets growth YoY
- 2.4×
- vs typical plan assets (national mean)
Carnegie Institution of Washington Retirement Plan's outsized position by total assets
Carnegie Institution of Washington Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$241,745,972 Top 5% higher than 95% 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 Institution of Washington Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carnegie Institution of Washington Retirement Plan sits mid-pack in the medium band (514 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carnegie Institution of Washington Retirement Plan reported net income fell from $21M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- Carnegie Institution of Washington Retirement Plan end-of-year assets rose from $225M in the plan year 2023 filing to $242M in the plan year 2024 filing.
- Carnegie Institution of Washington Retirement Plan reported participants fell from 555 in the plan year 2023 filing to 514 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 530196523 · Carnegie Institution of Washington PY 2024 · Money Purchase
Carnegie Institution of Washington Retirement Plan · $242M · 514 · 95th
- TYPE $242M
- NET 514
- BOOK 95th
- VS-ST Money Purchase
- BOY near Local 191 I.B.E.W. Money Purchase Plan
- SCH ind #19396
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 Professional & Technical Services retirement plans → · Plans in District of Columbia →
Carnegie Institution of Washington Retirement Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $225M |
|---|---|
| Net Assets (End of Year) | $242M |
| Net Income | $17M |
| Employer EIN | 530196523 |
| Plan Effective Date | 1954-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carnegie Institution of Washington)
Sponsor-wide plan assets over time
All Carnegie Institution of Washington plans reported in each filing year
- Latest sponsor-wide plan assets
- $320M 20.596851626390862% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 738 | $265M |
| 2023 | 2 | 1,074 | $296M |
| 2024 | 2 | 1,045 | $320M |
Nearby Money Purchase Plans in District of Columbia
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Aura, Inc. Money Purchase Pension Plan and Trust $428M · 1,531
- Nas Primary Retirement Plan $398M · 1,200
- National Democratic Institute for International Affairs Money Purchase Pension Plan $64M · 309
- Nfl Players Association Money Purchase Pension Plan and Trust $57M · 99
- Resources for the Future, Inc. 401(a) Retirement Plan $48M · 70
Carnegie Institution of Washington Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside District of Columbia, the nearest Money Purchase by assets is Local 191 I.B.E.W. Money Purchase Plan in WA ($238M); by covered participants it is Ascension Healthcare Legacy Money Purchase Pension Plan in MO (514 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($242M here).
- Local 191 I.B.E.W. Money Purchase Plan (WA) $238M · 4,512
- Noblis, Inc. Qualified Retirement Plan (VA) $246M · 2,434
- Alaska Electrical Retirement Savings Plan (AK) $246M · 2,528
- Mo-Kan Iron Workers Annuity Fund (MO) $247M · 1,662
Similar participant headcount
Nearest other-state filings by covered participants (514 participants); asset peers above are excluded.
- Ascension Healthcare Legacy Money Purchase Pension Plan (MO) 514 · 0 off
- Waianae Coast Comprehensive Health Center Pension Trust Plan (HI) 515 · 1 off
- Oklahoma Medical Research Foundation for Full-Time Employees (OK) 513 · 1 off
- Heat & Frost Insulators Local 127 Supplemental/401(k) Retirement Plan (WI) 512 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.