401(k) · DOL Form 5500 · 2022

United Way of Greater Houston 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
181
Participants Below avg headcount
79th
Percentile by assets National rank
$127,999
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: United Way of Greater Houston Savings & Investment Plan · Sponsored by United Way of Greater Houston · Texas · Other Services

$23M in assets, 181 participants

United Way of Greater Houston's United Way of Greater Houston Savings & Investment Plan reported $23M in total assets and 181 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #7,499 in Other Services (8,398 peers)

Coverage in Texas

United Way of Greater Houston Savings & Investment Plan covers 181 participants in Texas, about 26% of the average Texas filer (state average ~688 per filing). Assets: $23M.

#7,499
in Other Services (8,398 peers)
-20.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

United Way of Greater Houston Savings & Investment Plan's outsized position by total assets

United Way of Greater Houston Savings & Investment Plan vs every filed plan by assets

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

$23,167,762 Top 21% higher than 79% 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 Houston Savings & Investment Plan among mid-size 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 Houston Savings & Investment Plan sits mid-pack in the medium band (181 participants).

EBSA filing schedule strip

Filing strip 741167964 · United Way of Greater Houston PY 2022 · 401(k)

United Way of Greater Houston Savings & Investment Plan · $23M · 181 · 79th

  • PCT $23M
  • EIN 181
  • RANK 79th
  • PHOTO 401(k)
  • IND near Elsa LLC 401(k) Savings and Profit Sharing Retirement Plan
  • EOY ind #7499

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 Texas →

United Way of Greater Houston Savings & Investment Plan in the asset neighbourhood

United Way of Greater Houston Savings & Investment PlanUnited Way of Greater Housto…$23MElsa LLC 401(k) Savings and Profit Sharing Retirement PlanElsa LLC 401(k) Savings and …$23MParadigm Management II LP 401(k) Profit Sharing PlanParadigm Management II LP 40…$23MGmto Corporation Retirement PlanGmto Corporation Retirement …$23MRiviera Finance, LLC 401(k) PlanRiviera Finance, LLC 401(k) …$23M
End-of-year total assets ($M) among United Way of Greater Houston Savings & Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$23M
Net Income-$6M
Employer EIN741167964
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Way of Greater Houston)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$29M 24.92055987108293% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $23.2M $28.9M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 181 $23M
2023 1 183 $27M
2024 1 196 $29M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

United Way of Greater Houston Savings & Investment Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants United Way of Greater Houston Savings & Investment Plan, Total assets ($B): 0.023167762 · Participants: 181United Way of Greater Houston Savings & Investment PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
United Way of Greater Houston Savings & Investment Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare United Way of Greater Houston Savings & Investment Plan side-by-side with 3 peers →

United Way of Greater Houston Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Elsa LLC 401(k) Savings and Profit Sharing Retirement Plan in IN ($23M); by covered participants it is Rob's Automotive & Collision in PA (181 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (181 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 Houston Savings & Investment Plan assets move in 2022? ▼
United Way of Greater Houston Savings & Investment Plan declined sharply - down 20.0% during 2022, from $29M to $23M. Reported net income was -$6M.
How have United Way of Greater Houston plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Way of Greater Houston's sponsor-wide assets grew 24.9%, from $23M to $29M.
Where does United Way of Greater Houston Savings & Investment Plan rank by assets among Form 5500 filers? ▼
United Way of Greater Houston Savings & Investment Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to United Way of Greater Houston Savings & Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Elsa LLC 401(k) Savings and Profit Sharing Retirement Plan in IN ($23M, 616 participants).
Which 401(k) plans cover a similar participant headcount to United Way of Greater Houston Savings & Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rob's Automotive & Collision in PA (181 participants, N/A 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 741167964.

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.