Other · DOL Form 5500 · 2022
United Way of Tarrant County Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 74
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $75,888
- Avg per participant Below avg balance/head
Official DOL plan name: United Way of Tarrant County 403(b) Plan · Sponsored by United Way of Tarrant County · Texas · Other Services
$6M in assets, 74 participants
United Way of Tarrant County's United Way of Tarrant County 403(b) Plan reported $6M in total assets and 74 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.
- #5,992 in Other Services (8,398 peers)
2022 asset change
United Way of Tarrant County 403(b) Plan pulled back noticeably 13.4% in 2022 ($6M → $6M) for 74 participants.
- #5,992
- in Other Services (8,398 peers)
- -13.4%
- assets change YoY
The plan reported a net loss of $872K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
United Way of Tarrant County 403(b) Plan's mid-pack asset rank among Other Services and all filers
United Way of Tarrant County 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,615,747 Top 47% higher than 53% 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
United Way of Tarrant County 403(b) Plan among smaller 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 Tarrant County 403(b) Plan is a small filing (74 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 750858360 · United Way of Tarrant County PY 2022 · Other
United Way of Tarrant County 403(b) Plan · $6M · 74 · 53rd
- VS-ST $6M
- VS-ST 74
- VS-ST 53rd
- VS-ST Other
- VS-ST near Lakes Region Community Services Council 403(b) Plan
- VS-ST ind #5992
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 Texas →
United Way of Tarrant County 403(b) Plan in the asset neighbourhood
United Way of Tarrant County years around the 2022 move
Sponsor-wide plan assets over time
All United Way of Tarrant County plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 74 | $6M |
| 2023 | 1 | 75 | $4M |
| 2024 | 1 | 73 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$872K |
| Employer EIN | 750858360 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $2.2B · 28,410
- The Tax Sheltered Annuity Plan of the Methodist Hospital $2.0B · 28,126
- Baylor College of Medicine Section 403b $1.6B · 12,275
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $1.5B · 14,185
- Southwest Research Institute Retirement Plan $1.4B · 2,825
United Way of Tarrant County 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Lakes Region Community Services Council 403(b) Plan in NH ($6M); by covered participants it is Hillbrook School Defined Contribution Retirement Plan in CA (74 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (74 participants); asset peers above are excluded.
- Hillbrook School Defined Contribution Retirement Plan (CA) 74 · 0 off
- Chapel Hill - Chauncy Hall School 403(b) Plan (MA) 74 · 0 off
- Fraunhofer USA 403(b) Plan (MI) 74 · 0 off
- Whscda, Inc. 403(b) Plan (RI) 74 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.