Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

UNITED WAY OF GREATER CINCINNATI

This Defined Benefit (Pension) plan holds N/A in total assets and serves 27 participants as of 2022. It is sponsored by UNITED WAY OF GREATER CINCINNATI in Ohio.

Total Assets (2023)
N/A
Participants
27
State
Industry
Other Services

What the Filing Says About PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES

PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES is a Defined Benefit (Pension) retirement plan sponsored by UNITED WAY OF GREATER CINCINNATI, headquartered in Ohio. As of the 2022 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 27 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 310537502, and the plan has been effective since 1970-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $106K at the beginning of 2022 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$106K
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan TypeDefined Benefit (Pension)
Employer EIN310537502
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (UNITED WAY OF GREATER CINCINNATI)

Year Plans Participants Total Assets
2022 2 122 $8M
2023 1 83 $9M
2024 1 97 $9M

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Frequently Asked Questions

How much money is in the PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES?
As of the 2022 Form 5500 filing, PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES holds N/A in total assets with 27 participants. It is sponsored by UNITED WAY OF GREATER CINCINNATI.
What type of plan is PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES?
PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES is a Defined Benefit (Pension) plan. It has been effective since 1970-01-01. The plan is filed with the U.S. Department of Labor under EIN 310537502.
Who sponsors the PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES?
PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES is sponsored by UNITED WAY OF GREATER CINCINNATI, located in Ohio. The sponsor's EIN is 310537502 and the plan operates in the Other Services industry.
How did PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES perform in 2022?
PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES held N/A in total assets at the end of 2022.
Where can I find official filings for PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES?
Official Form 5500 filings for PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 310537502 or plan name at efast.dol.gov.
How does PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES compare to other plans?
You can compare PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES against other Defined Benefit (Pension) plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 310537502.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.