Carnegie Mellon University 401(k) match, vesting and fees

Plan year 2024 filingCarnegie Mellon University 401(k) Plan · Plan 009 · EIN 25-0969449Updated Oct 2026

What Carnegie Mellon University's 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2024 filing reports $4.4M in employer contributions, about $2,281 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2024 Form 5500 ↗
$32,703
Average account balance
6,339
Participants (end of year)
$62.9M
Plan assets (end of year)
0.16%
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.

RecordkeeperTeachers Ins. and Annuity Assoc.Schedule C ↗
Independent auditorSchneider Downs & Co., Inc. (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

How the plan compares

Plan year 2024 medians for 441 defined-contribution plans in educational services with 1,000 to 4,999 participants.

Carnegie Mellon University: employer contribution per participant$2,281
Peer median$2,130
Carnegie Mellon University: average balance$32,703
Peer median$126,258
Carnegie Mellon University: admin expenses ÷ assets0.16%
Peer median0.07%

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 $50.2M at the end of plan year 2023 to $62.9M at the end of plan year 2024.

$50.2M2023$62.9M2024
End-of-year figures from each plan year's Form 5500 filing for the Carnegie Mellon University plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
20246,339$62.9M$4.4M$2,2810.16%Not publishedForm 5500 ↗
20235,676$50.2M$4M$2,3860.26%Not publishedForm 5500 ↗

Other Carnegie Mellon University plans (1)

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

Carnegie Mellon University Faculty and Staff Retirement Plan

Plan 007 · EIN 25-0969449 · plan year 2024 filing
$206,382
Average account balance
19,247
Participants (end of year)
$2.8B
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.

RecordkeeperTeachers Ins. and Annuity Assoc.Schedule C ↗
Independent auditorSchneider Downs & Co., Inc. (unmodified opinion, limited scope)Schedule H ↗
Plan type and status403(b) · ActiveForm 5500 ↗

Common questions

Does Carnegie Mellon University match 401(k) contributions?

The match terms for the Carnegie Mellon University 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $4.4M in employer contributions, about $2,281 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Carnegie Mellon University 401(k) match vested?

The vesting schedule for the Carnegie Mellon University 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the Carnegie Mellon University 401(k)?

The recordkeeper listed on Schedule C of the plan year 2024 filing is Teachers Ins. and Annuity Assoc.. The plan administrator is Carnegie Mellon University.

I left Carnegie Mellon University. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Carnegie Mellon University, (412) 268-2047) or the recordkeeper, Teachers Ins. and Annuity Assoc.. The Carnegie Mellon University old 401(k) page lists the contacts from every plan filing. Find an old Carnegie Mellon University 401(k)

Data from the public Form 5500 annual reports Carnegie Mellon University filed with the U.S. Department of Labor (plan years 2023 and 2024) 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 Mellon University. Not financial advice. Report a correction · Methodology