Money Purchase · DOL Form 5500 · 2022
United Way of Trumbull County Money Purchase Plan
Data updated 2026-08-11
- $165K
- Total assets
- 4
- Participants
- 9th
- Percentile by assets
- $41,188
- Avg per participant
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.
- 9th percentile by assets (of 139,126 plans)
- #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.
- $165K
- total plan assets (2022 EOY)
- 4
- covered participants
- 9th
- percentile by assets (of 139,126 plans)
- $41,188
- avg assets per participant
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 across 2 plan years on file
Across the 2 plan years United Way of Trumbull County has on file (2022-2023), sponsor-wide plan assets have moved from $165K to $146K, a decline of 11.6%, while reported participants moved from 4 to 1 (-75.0%).
United Way of Trumbull County multi-year asset trail
| 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 EIN | 341083629 |
| Plan Effective Date | 1971-04-01 |
| Filing Status | FILING 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
- The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan $1.3B · 44,824
- The Cleveland Clinic Foundation Cash Balance Plan $1.2B · 4,506
- Iron Workers District Council of So Oh & Vicinity Annuity Trust $441M · 6,972
- Baker & Hostetler LLP Basic/Step-Rate Retirement Plan $415M · 1,076
- University of Dayton Defined Contribution Retirement Plan $303M · 2,818
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to United Way of Trumbull County Retirement Plan by total assets, not by location.
- Green Wave LLC Retirement Plan (PR) $165K · 1
- Lozada Amill Retirement Plan (PR) $163K · 4
- Neurosurgeons, Ltd. Money Purchase Plan (FL) $166K · 4
- Kevin D Thompson Pension Plan (WI) $168K · 2
Frequently Asked Questions
How did United Way of Trumbull County Retirement Plan assets move in 2022? ▼
How have United Way of Trumbull County plan assets changed over time? ▼
Where does United Way of Trumbull County Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to United Way of Trumbull County Retirement Plan? ▼
Next read for United Way of Trumbull County Retirement…
Multi-year trail
Ways to act on United Way of Trumbull County Retirement Plan's numbers.
- By total assets, United Way of Trumbull County Retirement Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Ohio. Compare plans
- United Way of Trumbull County's sponsor-wide assets have declined 11.6% since 2022 across 2 plan years on file. More Other Services plans