Other · DOL Form 5500 · 2022
United Way of Greater Philadelphia and Southern New Jersey Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 52
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $211,733
- Avg per participant Above avg balance/head
Official DOL plan name: United Way of Greater Philadelphia and Southern New Jersey 403(b) Retirement Plan · Sponsored by United Way of Greater Philadelphia and Southern New Jersey · Pennsylvania · Other Services
$11M in assets, 52 participants
United Way of Greater Philadelphia and Southern New Jersey's United Way of Greater Philadelphia and Southern New Jersey 403(b) Retirement Plan reported $11M in total assets and 52 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.
- #6,786 in Other Services (8,398 peers)
2022 asset change
United Way of Greater Philadelphia and Southern New Jersey 403(b) Retirement Plan declined sharply 24.2% in 2022 ($15M → $11M) for 52 participants.
- #6,786
- in Other Services (8,398 peers)
- -24.2%
- assets change YoY
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
United Way of Greater Philadelphia and Southern New Jersey 403(b) Retirement Plan's outsized position by total assets
United Way of Greater Philadelphia and Southern New Jersey 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,010,122 Top 33% higher than 67% of 139,123 filed plans
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 Philadelphia and Southern New Jersey 403(b) Retirement 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 Philadelphia and Southern New Jersey 403(b) Retirement Plan is a small filing (52 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 231556045 · United Way of Greater Philadelphia and Southern New Jersey PY 2022 · Other
United Way of Greater Philadelphia and Southern New Jersey 403(b) Retirement Plan · $11M · 52 · 67th
- NET $11M
- NET 52
- NET 67th
- NET Other
- NET near Tanana Chiefs Conference 403b Retirement Savings Plan
- NET ind #6786
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 Pennsylvania →
United Way of Greater Philadelphia and Southern New Jersey 403(b) Retirement Plan in the asset neighbourhood
United Way of Greater Philadelphia and Southern New Jersey years around the 2022 move
Sponsor-wide plan assets over time
All United Way of Greater Philadelphia and Southern New Jersey plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 5.651308859247881% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 52 | $11M |
| 2023 | 1 | 46 | $11M |
| 2024 | 1 | 43 | $10M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$4M |
| Employer EIN | 231556045 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $5.5B · 13,262
- Upmc 403(b) Retirement Savings Plan $3.5B · 75,307
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $2.5B · 39,740
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.2B · 6,166
- Jefferson Defined Contribution Retirement Plan $2.1B · 14,302
United Way of Greater Philadelphia and Southern New Jersey 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Tanana Chiefs Conference 403b Retirement Savings Plan in AK ($11M); by covered participants it is Council for a Strong America 403b Plan in DC (52 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Tanana Chiefs Conference 403b Retirement Savings Plan (AK) $11M · 1,017
- Hope Hospice and Community Services, Inc. Retirement Plan (FL) $11M · 724
- East Woods School Retirement Plan (NY) $11M · 35
- Public Counsel 403(b) Plan (CA) $11M · 142
Similar participant headcount
Nearest other-state filings by covered participants (52 participants); asset peers above are excluded.
- Council for a Strong America 403b Plan (DC) 52 · 0 off
- Cordillera and Affiliated Companies 401(k) Deferred Compensation Plan (CO) 52 · 0 off
- Robert C. Byrd 403(b) DC Plan (WV) 52 · 0 off
- Prep for Prep 403 (B) DC Plan (NY) 52 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.