Other · DOL Form 5500 · 2022

United Way of Greater Cincinnati Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
95
Participants Small participant base
61st
Percentile by assets National rank
$85,617
Avg per participant Below avg balance/head
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Official DOL plan name: United Way of Greater Cincinnati 403(b) Plan · Sponsored by United Way of Greater Cincinnati · Ohio · Other Services

$8M in assets, 95 participants

United Way of Greater Cincinnati's United Way of Greater Cincinnati 403(b) Plan reported $8M in total assets and 95 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #6,459 in Other Services (8,398 peers)

United Way of Greater Cincinnati multi-year trail

United Way of Greater Cincinnati's plans moved +10.5% in assets from 2022 to 2024; this filing shows United Way of Greater Cincinnati 403(b) Plan at $8M / 95 participants.

#6,459
in Other Services (8,398 peers)
-28.2%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

United Way of Greater Cincinnati 403(b) Plan's mid-pack asset rank among Other Services and all filers

United Way of Greater Cincinnati 403(b) Plan vs every filed plan by assets

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

$8,133,610 Top 39% higher than 61% 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 Cincinnati 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 Cincinnati 403(b) Plan is a small filing (95 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 310537502 · United Way of Greater Cincinnati PY 2022 · Other

United Way of Greater Cincinnati 403(b) Plan · $8M · 95 · 61st

  • PART $8M
  • PART 95
  • PART 61st
  • PART Other
  • PART near Tri State Community Health Center Tax Sheltered Savings Plan
  • PART ind #6459

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 Ohio →

United Way of Greater Cincinnati 403(b) Plan in the asset neighbourhood

The Mary Cariola Children's Center 403(b) Retirement PlanThe Mary Cariola Children's …$8MBscs Science Learning 403(b) DC PlanBscs Science Learning 403(b)…$8MUnited Way of Greater Cincinnati 403(b) PlanUnited Way of Greater Cincin…$8MTri State Community Health Center Tax Sheltered Savings PlanTri State Community Health C…$8MFgs, Inc. D/B/a Good Shepherd Communities 403(b) PlanFgs, Inc. D/B/a Good Shepher…$8M
End-of-year total assets ($M) among United Way of Greater Cincinnati 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

United Way of Greater Cincinnati multi-year asset trail

Sponsor-wide plan assets over time

All United Way of Greater Cincinnati plans reported in each filing year

Latest sponsor-wide plan assets
$9M 10.544960970589935% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M 202220232024 $8.13M $8.99M ▲ +10.6%
Year Plans Participants Total Assets
2022 2 122 $8M
2023 1 83 $9M
2024 1 97 $9M

United Way of Greater Cincinnati filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$8M
Net Income-$3M
Employer EIN310537502
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Ohio

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

United Way of Greater Cincinnati 403(b) Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants United Way of Greater Cincinnati 403(b) Plan, Total assets ($B): 0.00813361 · Participants: 95United Way of Greater Cincinnati 403(b) PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 6.316931325 · Participants: 51726Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 1.923731981 · Participants: 28462Ohiohealth Retirement Savings Plan 403(b)Faculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.790404181 · Participants: 1780Faculty and Key Administrative Employee's Retirement Plan aUniversity Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 1.748204777 · Participants: 23582University Hospitals Health System 403(b) Matched Retirement Savings PlanChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.447284371 · Participants: 12987Children's Hospital Medical Center Employee Savings Plan
United Way of Greater Cincinnati 403(b) Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare United Way of Greater Cincinnati 403(b) Plan side-by-side with 3 peers →

United Way of Greater Cincinnati 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Tri State Community Health Center Tax Sheltered Savings Plan in MD ($8M); by covered participants it is Maine Coast Memorial Hospital Retirement Plan in ME (95 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (95 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 Cincinnati 403(b) Plan assets move in 2022? ▼
United Way of Greater Cincinnati 403(b) Plan declined sharply - down 28.2% during 2022, from $11M to $8M. Reported net income was -$3M.
How have United Way of Greater Cincinnati plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Way of Greater Cincinnati's sponsor-wide assets grew 10.5%, from $8M to $9M.
Which Other plans are similar in size to United Way of Greater Cincinnati 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Tri State Community Health Center Tax Sheltered Savings Plan in MD ($8M, 154 participants).
Which Other plans cover a similar participant headcount to United Way of Greater Cincinnati 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Maine Coast Memorial Hospital Retirement Plan in ME (95 participants, $834K in assets).

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.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.