Carnegie Corporation of New York 403(b) match, vesting and fees

Plan year 2024 filingCarnegie Corporation of New York Tax-Deferred Annuity Plan · Plan 003 · EIN 13-1628151Updated Oct 2026

What Carnegie Corporation of New York's 403(b) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The filing does not report employer contributions. Plan year 2024 Form 5500 ↗
$229,176
Average account balance
166
Participants (end of year)
$33.2M
Plan assets (end of year)
0.01%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

Independent auditorRsm US LLP (disclaimer opinion, limited scope)Schedule H ↗
Plan type and status403(b) · ActiveForm 5500 ↗
Late participant contributionsReported on the filingSchedule H ↗

How the plan compares

Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.

Carnegie Corporation of New York: employer contribution per participant—
Peer median$1,803
Carnegie Corporation of New York: average balance$229,176
Peer median$48,934
Carnegie Corporation of New York: admin expenses ÷ assets0.01%
Peer median0.31%

Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.

Plan history

Plan assets went from $29.9M at the end of plan year 2021 to $33.2M at the end of plan year 2024.

$29.9M2021$26.6M2022$29.9M2023$33.2M2024
End-of-year figures from each plan year's Form 5500 filing for the Carnegie Corporation of New York plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
2024166$33.2M——0.01%Not publishedForm 5500 ↗
2023142$29.9M——<0.01%Not publishedForm 5500 ↗
2022163$26.6M$228$20.00%Not publishedForm 5500 ↗
2021138$29.9M——<0.01%Not publishedForm 5500 ↗

Other Carnegie Corporation of New York plans (2)

Each plan files its own Form 5500. Figures are from each plan's latest filing.

Carnegie Corporation of New York Defined Contribution Retirement Plan

Plan 001 · EIN 13-1628151 · plan year 2024 filing
$263,064
Average account balance
363
Participants (end of year)
$95.5M
Plan assets (end of year)
0.02%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

RecordkeeperTIAASchedule C ↗
Independent auditorRsm US LLP (unmodified opinion, limited scope)Schedule H ↗
Plan type and statusRetirement · ActiveForm 5500 ↗

Carnegie Corporation of New York Supplemental Pension Plan

Plan 002 · EIN 13-1628151 · plan year 2025 filing
$15,314
Average account balance
62
Participants (end of year)
$949K
Plan assets (end of year)
—
Employer contribution per participant

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

Plan type and statusPension (defined benefit) · FrozenForm 5500 ↗

Common questions

Does Carnegie Corporation of New York match 401(k) contributions?

The match terms for the Carnegie Corporation of New York Tax-Deferred Annuity Plan have not been published from its filing yet.

When is the Carnegie Corporation of New York 401(k) match vested?

The vesting schedule for the Carnegie Corporation of New York Tax-Deferred Annuity Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the Carnegie Corporation of New York 401(k)?

The filing names Carnegie Corporation of New York as plan administrator; it does not list a recordkeeper.

I left Carnegie Corporation of New York. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Carnegie Corporation of New York, (212) 207-6242). The Carnegie Corporation of New York old 401(k) page lists the contacts from every plan filing. Find an old Carnegie Corporation of New York 401(k)

Data from the public Form 5500 annual reports Carnegie Corporation of New York filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Carnegie Corporation of New York. Not financial advice. Report a correction · Methodology