Defined Benefit (Pension) · DOL Form 5500 · 2022

United Way of Greater Toledo Pension Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
84
Participants Small participant base
84th
Percentile by assets National rank
$396,735
Avg per participant High balance/head
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Official DOL plan name: The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies · Sponsored by United Way of Greater Toledo · Ohio · Other Services

$33M in assets, 84 participants

United Way of Greater Toledo's The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies reported $33M in total assets and 84 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #7,750 in Other Services (8,398 peers)

Where The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies sits by assets

The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies sits in the top quartile of all filed plans by assets, $33M for 84 participants (~$396,735/participant), down 22.7% in 2022.

#7,750
in Other Services (8,398 peers)
-22.7%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies's outsized position by total assets

The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies vs every filed plan by assets

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

$33,325,774 Top 16% higher than 84% 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

The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies is a small filing (84 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 344427947 · United Way of Greater Toledo PY 2022 · Defined Benefit (Pension)

The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies · $33M · 84 · 84th

  • PCT $33M
  • PCT 84
  • PCT 84th
  • PCT Defined Benefit (Pension)
  • PCT near Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc.
  • PCT ind #7750

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 →

The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies in the asset neighbourhood

Amended and Restated Keeneland Employees' Security Plan and Trust AgreementAmended and Restated Keenela…$33MThe Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated AgenciesThe Defined Benefit Pension …$33MRetirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc.Retirement Plan for the Staf…$33MPension Plan for Employees of Generali - US BranchPension Plan for Employees o…$33MDetroit Institute of Arts Pension PlanDetroit Institute of Arts Pe…$33M
End-of-year total assets ($M) among The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$33M
Net Income-$10M
Employer EIN344427947
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Way of Greater Toledo)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$34M 3.2528876898703087% vs 2022
2024 filing year
$33M$33.5M$34M$34.5M$35M 202220232024 $33.3M $34.4M ▲ +3.2%
Year Plans Participants Total Assets
2022 1 84 $33M
2023 1 78 $35M
2024 1 49 $34M

Nearby Defined Benefit (Pension) Plans in Ohio

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies, Total assets ($B): 0.033325774 · Participants: 84The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated AgenciesFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.559275463 · Participants: 12346Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.017579718 · Participants: 22597Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.498685298 · Participants: 15837American Electric Power System Retirement PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.394372488 · Participants: 9749Ohio Operating Engineers Pension PlanLaborers District Council & Contractors Pension Fund of Ohio, Total assets ($B): 2.645337912 · Participants: 13583Laborers District Council & Contractors Pension Fund of Ohio
The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies side-by-side with 3 peers →

The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. in MA ($33M); by covered participants it is Restated Texas Pacific Land Corporation Revised Employees' Pension Plan in TX (84 participants). Same-state nearby plans are listed separately above.

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 The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies assets move in 2022? ▼
The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies declined sharply - down 22.7% during 2022, from $43M to $33M. Reported net income was -$10M.
How have United Way of Greater Toledo plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Way of Greater Toledo's sponsor-wide assets grew 3.3%, from $33M to $34M.
Where does The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies rank by assets among Form 5500 filers? ▼
The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies ranks in the 84th 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 Defined Benefit (Pension) plans are similar in size to The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. in MA ($33M, 61 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Restated Texas Pacific Land Corporation Revised Employees' Pension Plan in TX (84 participants, $12M 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 344427947.

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.