Other · DOL Form 5500 · 2022
United Way of Central Alabama Inc Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 170
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $29,971
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for United Way of Central Alabama Inc · Sponsored by United Way of Central Alabama Inc · Alabama · Other Services
$5M in assets, 170 participants
United Way of Central Alabama Inc's 403(b) Thrift Plan for United Way of Central Alabama Inc reported $5M in total assets and 170 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.
- #5,863 in Other Services (8,398 peers)
Coverage in Alabama
403(b) Thrift Plan for United Way of Central Alabama Inc covers 170 participants in Alabama, about 47% of the average Alabama filer (state average ~360 per filing). Assets: $5M.
- #5,863
- in Other Services (8,398 peers)
- -10.6%
- assets change YoY
The plan reported a net loss of $605K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403(b) Thrift Plan for United Way of Central Alabama Inc's mid-pack asset rank among Other Services and all filers
403(b) Thrift Plan for United Way of Central Alabama Inc vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,095,115 Top 49% higher than 51% 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
403(b) Thrift Plan for 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. 403(b) Thrift Plan for United Way of Central Alabama Inc sits mid-pack in the medium band (170 participants).
Plan-year Form 5500 strip
Filing strip 630288846 · United Way of Central Alabama Inc PY 2022 · Other
403(b) Thrift Plan for United Way of Central Alabama Inc · $5M · 170 · 51st
- EOY $5M
- 5500 170
- ASSETS 51st
- PCT Other
- EIN near Step Up Suncoast, Inc. 403(b) Plan
- RANK ind #5863
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 →
403(b) Thrift Plan for United Way of Central Alabama Inc in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$605K |
| Employer EIN | 630288846 |
| Plan Effective Date | 2009-06-01 |
| 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 Other Plans in Alabama
Peer Other plans, same state, same plan type, ranked by total assets.
- University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan $1.2B · 4,400
- Drummond Company, Inc. Savings Plan for Salaried Employees $105M · 451
- Samford University 403(b) Salary Deferral and Defined Contribution Plan $91M · 1,760
- Birmingham Southern College Defined Contribution and Tax Deferred Annuity Plan $87M · 349
- Uab Health System 403(b) Retirement Plan $68M · 500
403(b) Thrift Plan for United Way of Central Alabama Inc's out-of-state Other peers by assets and headcount
Outside Alabama, the nearest Other by assets is Step Up Suncoast, Inc. 403(b) Plan in FL ($5M); by covered participants it is Covenant College Retirement Plan Defined Contribution in GA (170 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (170 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.