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

THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI

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

UNITED WAY OF GREATER RICHMOND AND PETERSBURG

This Defined Benefit (Pension) plan holds N/A in total assets and serves 76 participants as of 2022. It is sponsored by UNITED WAY OF GREATER RICHMOND AND PETERSBURG in Virginia. The plan reported a net loss of $37M for the year.

Total Assets (2023)
N/A
Participants
76
State
Industry
Other Services

What the Filing Says About THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI

THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI is a Defined Benefit (Pension) retirement plan sponsored by UNITED WAY OF GREATER RICHMOND AND PETERSBURG, headquartered in Virginia. As of the 2022 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 76 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 237375346, and the plan has been effective since 1970-03-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $37M at the beginning of 2022 to N/A at year-end. Net assets (after liabilities) closed the year at N/A, with reported net income of $-37,432,899 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

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)$37M
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Net Income$-37,432,899
Plan TypeDefined Benefit (Pension)
Employer EIN237375346
Plan Effective Date1970-03-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI?
As of the 2022 Form 5500 filing, THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI holds N/A in total assets with 76 participants. It is sponsored by UNITED WAY OF GREATER RICHMOND AND PETERSBURG.
What type of plan is THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI?
THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI is a Defined Benefit (Pension) plan. It has been effective since 1970-03-01. The plan is filed with the U.S. Department of Labor under EIN 237375346.
Who sponsors the THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI?
THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI is sponsored by UNITED WAY OF GREATER RICHMOND AND PETERSBURG, located in Virginia. The sponsor's EIN is 237375346 and the plan operates in the Other Services industry.
How did THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI perform in 2022?
THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI held N/A in total assets at the end of 2022. Net income was $-37,432,899.
Where can I find official filings for THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI?
Official Form 5500 filings for THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 237375346 or plan name at efast.dol.gov.
How does THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI compare to other plans?
You can compare THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI against other Defined Benefit (Pension) plans on the plan type page, or view plans in Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 237375346.

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.