The Andrew W. Mellon Foundation Savings Plan — Form 5500 plan (The Andrew W. Mellon Foundation)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Andrew W. Mellon Foundation Savings Plan is a benefit plan reported by The Andrew W. Mellon Foundation under EIN 13-1879954 and plan number 002. The latest loaded filing year is 2023. The filing reports 258 participants and $25,408,720 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$25.4MPlan net assets, end of year$25,408,720
Participants258Covered participants reported
Assets / participant$98.5KComputed: assets ÷ participants$98,483 (computed)
Provider compensation$4931 Schedule C provider row(s)
- Plan sponsor
- The Andrew W. Mellon Foundation
- EIN
- 13-1879954
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 258 | H, C | 20241011091659NAL0012318467001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$25.4M total assets
Net assets$25.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $25,408,720
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,408,720
- Net assets (BOY)
- $20,136,075
Income & contributions
- Participant contributions
- $2,079,477
- Total contributions
- $2,327,061
- Total income / additions
- $6,217,713
Expenses & distributions
- Benefits paid
- $944,575
- Administrative expenses
- $493
- Total expenses
- $945,068
- Net increase / (decrease)
- $5,272,645
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income15%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Instl.Ops.Co | RECORDKEEPER | $493 | $0 | 2023 |