Money Purchase · DOL Form 5500 · 2022

United Way of Trumbull County Money Purchase Plan

Data updated 2026-08-25

$165K
Total assets Small plan by assets
4
Participants Small participant base
9th
Percentile by assets National rank
$41,188
Avg per participant Low balance/head
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Official DOL plan name: United Way of Trumbull County Retirement Plan · Sponsored by United Way of Trumbull County · Ohio · Other Services

$165K in assets, 4 participants

United Way of Trumbull County's United Way of Trumbull County Retirement Plan reported $165K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 9th 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.

  • #1,694 in Other Services (8,398 peers)

United Way of Trumbull County multi-year trail

United Way of Trumbull County's plans moved -11.6% in assets from 2022 to 2023; this filing shows United Way of Trumbull County Retirement Plan at $165K / 4 participants.

#1,694
in Other Services (8,398 peers)
-68.3%
assets change YoY

The plan reported a net loss of $355K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

United Way of Trumbull County Retirement Plan among the smaller filed plans by assets

United Way of Trumbull County Retirement Plan vs every filed plan by assets

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

$164,752 9th percentile higher than 9% 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 Trumbull County Retirement Plan among micro 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 Trumbull County Retirement Plan is a micro filing (4 participants), the leftmost band.

Published 5500 schedule card

Filing strip 341083629 · United Way of Trumbull County PY 2022 · Money Purchase

United Way of Trumbull County Retirement Plan · $165K · 4 · 9th

  • NET $165K
  • BOOK 4
  • VS-ST 9th
  • BOY Money Purchase
  • SCH near Green Wave LLC Retirement Plan
  • EBSA ind #1694

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 Trumbull County Retirement Plan in the asset neighbourhood

Neurosurgeons, Ltd. Money Purchase PlanNeurosurgeons, Ltd. Money Pu…$166KKevin D Thompson Pension Plan$168KUnited Way of Trumbull County Retirement PlanUnited Way of Trumbull Count…$165KGreen Wave LLC Retirement PlanGreen Wave LLC Retirement Pl…$165KLozada Amill Retirement Plan$163K
End-of-year total assets ($M) among United Way of Trumbull County Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

United Way of Trumbull County multi-year asset trail

Sponsor-wide plan assets over time

All United Way of Trumbull County plans reported in each filing year

Latest sponsor-wide plan assets
$146K 11.644168204331358% vs 2022
2023 filing year
$0.14M$0.15M$0.16M$0.16M$0.17M 20222023 $0.16M $0.15M ▼ -6.3%
Year Plans Participants Total Assets
2022 1 4 $165K
2023 1 1 $146K

United Way of Trumbull County filing trail (2022)

Total Assets (Beginning of Year)$520K
Net Assets (End of Year)$165K
Net Income-$355K
Employer EIN341083629
Plan Effective Date1971-04-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Ohio

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

United Way of Trumbull County Retirement Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -0.500.511.5 Total assets ($B) Participants United Way of Trumbull County Retirement Plan, Total assets ($B): 0.000164752 · Participants: 4United Way of Trumbull County Retirement PlanThe Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan, Total assets ($B): 1.324447859 · Participants: 44824The Sherwin-Williams Company Salaried Employees' Revised Pension Investment PlanThe Cleveland Clinic Foundation Cash Balance Plan, Total assets ($B): 1.178697499 · Participants: 4506The Cleveland Clinic Foundation Cash Balance PlanIron Workers District Council of So Oh & Vicinity Annuity Trust, Total assets ($B): 0.441036559 · Participants: 6972Iron Workers District Council of So Oh & Vicinity Annuity TrustBaker & Hostetler LLP Basic/Step-Rate Retirement Plan, Total assets ($B): 0.415384132 · Participants: 1076Baker & Hostetler LLP Basic/Step-Rate Retirement PlanUniversity of Dayton Defined Contribution Retirement Plan, Total assets ($B): 0.303300519 · Participants: 2818University of Dayton Defined Contribution Retirement Plan
United Way of Trumbull County Retirement Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants
Compare United Way of Trumbull County Retirement Plan side-by-side with 3 peers →

United Way of Trumbull County Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Ohio, the nearest Money Purchase by assets is Green Wave LLC Retirement Plan in PR ($165K); by covered participants it is Psychiatric Center Inc Money Purchase Retirement Plan in KY (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($165K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Trumbull County Retirement Plan assets move in 2022? ▼
United Way of Trumbull County Retirement Plan contracted severely - down 68.3% during 2022, from $520K to $165K. Reported net income was -$355K.
How have United Way of Trumbull County plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), United Way of Trumbull County's sponsor-wide assets declined 11.6%, from $165K to $146K.
Where does United Way of Trumbull County Retirement Plan rank by assets among Form 5500 filers? ▼
United Way of Trumbull County Retirement Plan ranks in the 9th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to United Way of Trumbull County Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Green Wave LLC Retirement Plan in PR ($165K, 1 participant).
Which Money Purchase plans cover a similar participant headcount to United Way of Trumbull County Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Psychiatric Center Inc Money Purchase Retirement Plan in KY (4 participants, $332K 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 341083629.

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.