Money Purchase · DOL Form 5500 · 2024
Carnegie Institution of Washington Money Purchase Plan
Data updated 2026-08-11
- $242M
- Total assets
- 514
- Participants
- 95th
- Percentile by assets
- $470,323
- Avg per participant
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.
- 95th percentile by assets (of 123,622 plans)
- #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.
- $242M
- total plan assets (2024 EOY)
- 514
- covered participants
- 95th
- percentile by assets (of 123,622 plans)
- $470,323
- avg assets per participant
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.
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 Retirement Plan reports 514 participants - about 35% of that state average ($242M EOY assets).
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)
| 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.
Carnegie Institution of Washington Retirement Plan vs. nearby Money Purchase plans in District of Columbia, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Carnegie Institution of Washington Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Carnegie Institution of Washington Retirement Plan assets move in 2024? ▼
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Filing takeaways
Ways to act on Carnegie Institution of Washington Retirement Plan's numbers.
- By total assets, Carnegie Institution of Washington Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in District of Columbia. Compare plans
- Carnegie Institution of Washington's sponsor-wide assets have grown 20.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans