Find an old Carnegie Corporation of New York 401(k)

Who to contact about an account in each of the 3 Carnegie Corporation of New York plans, from the filings. Free, no sign-up, no Social Security number.

Carnegie Corporation of New York Tax-Deferred Annuity Plan

Carnegie Corporation of New York · Plan 003 · EIN 13-1628151 · New York, NY

Active · plan year 2024 filing403(b)
Plan administratorCarnegie Corporation of New York
437 Madison Avenue, New York, NY 10022
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances84 separated participants still had money in the planForm 5500 ↗

Carnegie Corporation of New York Defined Contribution Retirement Plan

Carnegie Corporation of New York · Plan 001 · EIN 13-1628151 · New York, NY

Active · plan year 2024 filingRetirement
Plan administratorCarnegie Corporation of New York
437 Madison Avenue, New York, NY 10022
Form 5500 ↗
Recordkeeper (who holds the accounts)TIAASchedule C ↗
Former employees with balances281 separated participants still had money in the planForm 5500 ↗

Carnegie Corporation of New York Supplemental Pension Plan

Carnegie Corporation of New York · Plan 002 · EIN 13-1628151 · New York, NY

Frozen · plan year 2025 filingPension (defined benefit)
Plan administratorTrish Callahan
437 Madison Avenue, New York, NY 10022-7001
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances25 separated participants still had money in the planForm 5500 ↗

Carnegie Corporation of New York 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

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

Contact the plan administrator listed on the plan's Form 5500 filing: Carnegie Corporation of New York, (212) 207-6242. Have your Social Security number and dates of employment ready.

What is the Carnegie Corporation of New York 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (212) 207-6242.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Carnegie Corporation of New York and does not hold accounts. Not financial advice. Report a correction