Other · DOL Form 5500 · 2022

United Way of Greater Kansas City, Inc. Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
75
Participants Small participant base
52nd
Percentile by assets National rank
$70,942
Avg per participant Below avg balance/head
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Official DOL plan name: United Way of Greater Kansas City, Inc. 403(b) Plan · Sponsored by United Way of Greater Kansas City, Inc. · Missouri · Other Services

$5M in assets, 75 participants

United Way of Greater Kansas City, Inc.'s United Way of Greater Kansas City, Inc. 403(b) Plan reported $5M in total assets and 75 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #5,924 in Other Services (8,398 peers)

United Way of Greater Kansas City, Inc. multi-year trail

United Way of Greater Kansas City, Inc.'s plans moved +40.6% in assets from 2022 to 2024; this filing shows United Way of Greater Kansas City, Inc. 403(b) Plan at $5M / 75 participants.

#5,924
in Other Services (8,398 peers)
-14.8%
assets change YoY

The plan reported a net loss of $926K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

United Way of Greater Kansas City, Inc. 403(b) Plan's mid-pack asset rank among Other Services and all filers

United Way of Greater Kansas City, Inc. 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$5,320,662 Top 48% higher than 52% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

United Way of Greater Kansas City, Inc. 403(b) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Way of Greater Kansas City, Inc. 403(b) Plan is a small filing (75 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 440545812 · United Way of Greater Kansas City, Inc. PY 2022 · Other

United Way of Greater Kansas City, Inc. 403(b) Plan · $5M · 75 · 52nd

  • PCT $5M
  • EIN 75
  • RANK 52nd
  • PHOTO Other
  • IND near 403(b) Thrift Plan of Family Connections, Inc.
  • EOY ind #5924

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in Missouri →

United Way of Greater Kansas City, Inc. 403(b) Plan in the asset neighbourhood

United Way of Greater Kansas City, Inc. 403(b) PlanUnited Way of Greater Kansas…$5M403(b) Thrift Plan of Family Connections, Inc.403(b) Thrift Plan of Family…$5MGenesis Primecare 403b Plan$5MMental Health Partnerships Tax Sheltered Annuity PlanMental Health Partnerships T…$5MCcr Pension Plan$5M
End-of-year total assets ($M) among United Way of Greater Kansas City, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

United Way of Greater Kansas City, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All United Way of Greater Kansas City, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 40.57910463021331% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.32M $7.48M ▲ +40.6%
Year Plans Participants Total Assets
2022 1 75 $5M
2023 1 83 $6M
2024 1 87 $7M

United Way of Greater Kansas City, Inc. filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$926K
Employer EIN440545812
Plan Effective Date1997-10-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Missouri

Peer Other plans, same state, same plan type, ranked by total assets.

United Way of Greater Kansas City, Inc. 403(b) Plan vs. nearby Other plans in Missouri, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants United Way of Greater Kansas City, Inc. 403(b) Plan, Total assets ($M): 5.320662 · Participants: 75United Way of Greater Kansas City, Inc. 403(b) PlanSaint Louis University 403(b) Annuity Plan, Total assets ($M): 841.619754 · Participants: 2398Saint Louis University 403(b) Annuity PlanChildren's Mercy Hospital Tax-Deferred Annuity Retirement Plan, Total assets ($M): 807.422854 · Participants: 7405Children's Mercy Hospital Tax-Deferred Annuity Retirement PlanCox Savings Incentive Plan, Total assets ($M): 707.815909 · Participants: 11821Cox Savings Incentive PlanBjc 403(b) Plan, Total assets ($M): 370.898072 · Participants: 5418Bjc 403(b) PlanWebster University Defined Contribution Retirement Plan, Total assets ($M): 206.833121 · Participants: 706Webster University Defined Contribution Retirement Plan
United Way of Greater Kansas City, Inc. 403(b) Plan vs. nearby Other plans in Missouri, assets vs. participants

United Way of Greater Kansas City, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Missouri, the nearest Other by assets is 403(b) Thrift Plan of Family Connections, Inc. in NJ ($5M); by covered participants it is Mark Day School DC Retirement Plan in CA (75 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (75 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did United Way of Greater Kansas City, Inc. 403(b) Plan assets move in 2022?
United Way of Greater Kansas City, Inc. 403(b) Plan pulled back noticeably - down 14.8% during 2022, from $6M to $5M. Reported net income was -$926K.
How have United Way of Greater Kansas City, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), United Way of Greater Kansas City, Inc.'s sponsor-wide assets grew 40.6%, from $5M to $7M.
Which Other plans are similar in size to United Way of Greater Kansas City, Inc. 403(b) Plan?
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Family Connections, Inc. in NJ ($5M, 144 participants).
Which Other plans cover a similar participant headcount to United Way of Greater Kansas City, Inc. 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Mark Day School DC Retirement Plan in CA (75 participants, N/A in assets).