UNITED WAY OF CENTRAL IOWA RETIREMENT PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
UNITED WAY OF CENTRAL IOWA
This Defined Benefit (Pension) plan holds $50M in total assets and serves 112 participants as of 2022. It is sponsored by UNITED WAY OF CENTRAL IOWA in Iowa. The plan reported a net loss of $19M for the year.
What the Filing Says About UNITED WAY OF CENTRAL IOWA RETIREMENT PLAN
UNITED WAY OF CENTRAL IOWA RETIREMENT PLAN is a Defined Benefit (Pension) retirement plan sponsored by UNITED WAY OF CENTRAL IOWA, headquartered in Iowa. As of the 2022 Form 5500 filing, the plan reports $50M in total end-of-year assets and covers 112 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 420680425, and the plan has been effective since 1968-10-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $69M at the beginning of 2022 to $50M at year-end — a decline of 27.1%. Net assets (after liabilities) closed the year at $50M, with reported net income of $-18,618,234 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $69M |
| Total Assets (End of Year) | $50M |
| Net Assets (End of Year) | $50M |
| Net Income | $-18,618,234 |
| Plan Type | Defined Benefit (Pension) |
| Employer EIN | 420680425 |
| Plan Effective Date | 1968-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (UNITED WAY OF CENTRAL IOWA)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 813 | $77M |
| 2023 | 2 | 829 | $31M |
| 2024 | 1 | 694 | $33M |
Nearby Defined Benefit (Pension) Plans in Iowa
Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.
- TRANSAMERICA PENSION PLAN $2.3B · 6,519
- PRINCIPAL CASH BALANCE PLAN $1.7B · 12,492
- MIDAMERICAN ENERGY COMPANY RETIREMENT PLAN $516M · 3,002
- EMPLOYERS MUTUAL CASUALTY COMPANY RETIREMENT PLAN $347M · 1,835
- NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC. $297M · 1,474
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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 420680425.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.