Defined Benefit (Pension) · DOL Form 5500 · 2022
United Way of Central Alabama, Inc. Pension Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 136
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $107,105
- Avg per participant Below avg balance/head
Official DOL plan name: Defined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc. · Sponsored by United Way of Central Alabama, Inc. · Alabama · Other Services
$15M in assets, 136 participants
United Way of Central Alabama, Inc.'s Defined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc. reported $15M in total assets and 136 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.
- #7,061 in Other Services (8,398 peers)
Coverage in Alabama
Defined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc. covers 136 participants in Alabama, about 38% of the average Alabama filer (state average ~360 per filing). Assets: $15M.
- #7,061
- in Other Services (8,398 peers)
- -15.0%
- 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.
Defined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc.'s outsized position by total assets
Defined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,566,231 Top 28% higher than 72% 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
Defined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc. 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. Defined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc. sits mid-pack in the medium band (136 participants).
Form 5500 schedule snapshot
Filing strip 630288846 · United Way of Central Alabama, Inc. PY 2022 · Defined Benefit (Pension)
Defined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc. · $15M · 136 · 72nd
- EBSA $15M
- EBSA 136
- EBSA 72nd
- EBSA Defined Benefit (Pension)
- EBSA near Hershey Entertainment & Resorts Company Cash Balance Pension Plan for Hourly Employees
- EBSA ind #7061
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 Alabama →
Defined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc. in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$3M |
| Employer EIN | 630288846 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Way of Central Alabama, Inc.)
Sponsor-wide plan assets over time
All United Way of Central Alabama, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 2.0940784013464797% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 306 | $20M |
| 2023 | 2 | 312 | $17M |
| 2024 | 2 | 346 | $20M |
Nearby Defined Benefit (Pension) Plans in Alabama
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation Retirement Plan $1.2B · 309
- Regions Financial Corporation Retirement Plan for Associates $700M · 2,672
- Blue Cross and Blue Shield of Alabama Retirement Plan $655M · 2,154
- Vulcan Materials Company Pension Plan $503M · 879
- American Cast Iron Pipe Company Pension Plan $432M · 869
Defined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Alabama, the nearest Defined Benefit (Pension) by assets is Hershey Entertainment & Resorts Company Cash Balance Pension Plan for Hourly Employees in PA ($15M); by covered participants it is Anesthesia Associates of Boise, P.a. Cash Balance Plan in ID (136 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Hershey Entertainment & Resorts Company Cash Balance Pension Plan for Hourly Employees (PA) $15M · 94
- Colt Retirement Defined Benefit Plan (CT) $15M · 163
- Pension Retirement Plan for the Employees of Schnitzer Steel Industries Inc. and Affiliated Employers (OR) $15M · 41
- Organichem Corporation Retirement Plan (NY) $15M · 30
Similar participant headcount
Nearest other-state filings by covered participants (136 participants); asset peers above are excluded.
- Anesthesia Associates of Boise, P.a. Cash Balance Plan (ID) 136 · 0 off
- Essa Bank and Trust Pension Plan (PA) 136 · 0 off
- The California Endowment Cash Balance Plan (CA) 136 · 0 off
- Sbera Pension Plan as Adopted by Greenfield Savings Bank (MA) 136 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.