Defined Benefit (Pension) · DOL Form 5500 · 2022

United Way of Central Iowa Pension Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
112
Participants Small participant base
88th
Percentile by assets National rank
$448,129
Avg per participant High balance/head
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Official DOL plan name: United Way of Central Iowa Retirement Plan · Sponsored by United Way of Central Iowa · Iowa · Other Services

$50M in assets, 112 participants

United Way of Central Iowa's United Way of Central Iowa Retirement Plan reported $50M in total assets and 112 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,957 in Other Services (8,398 peers)

Coverage in Iowa

United Way of Central Iowa Retirement Plan covers 112 participants in Iowa, about 18% of the average Iowa filer (state average ~609 per filing). Assets: $50M.

#7,957
in Other Services (8,398 peers)
-27.1%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

United Way of Central Iowa Retirement Plan's outsized position by total assets

United Way of Central Iowa Retirement Plan vs every filed plan by assets

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

$50,190,450 Top 12% higher than 88% 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

United Way of Central Iowa Retirement Plan 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. United Way of Central Iowa Retirement Plan sits mid-pack in the medium band (112 participants).

DOL schedule card

Filing strip 420680425 · United Way of Central Iowa PY 2022 · Defined Benefit (Pension)

United Way of Central Iowa Retirement Plan · $50M · 112 · 88th

  • ASSETS $50M
  • ASSETS 112
  • ASSETS 88th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Arizona Laborers & Teamsters Pension Trust Fund
  • ASSETS ind #7957

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 Iowa →

United Way of Central Iowa Retirement Plan in the asset neighbourhood

United Way of Central Iowa Retirement PlanUnited Way of Central Iowa R…$50MArizona Laborers & Teamsters Pension Trust FundArizona Laborers & Teamsters…$50MAmcor Rigid Packaging Pension PlanAmcor Rigid Packaging Pensio…$50MNortek Retirement Plan$50MMajor League Baseball Pension Plan for Non-Uniformed PersonnelMajor League Baseball Pensio…$50M
End-of-year total assets ($M) among United Way of Central Iowa Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$50M
Net Income-$19M
Employer EIN420680425
Plan Effective Date1968-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Way of Central Iowa)

Sponsor-wide plan assets over time

All United Way of Central Iowa plans reported in each filing year

Latest sponsor-wide plan assets
$33M 56.92185373589416% vs 2022
2024 filing year
$20M$40M$60M$80M$100M 202220232024 $77.4M $33.4M ▼ -56.9%
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.

United Way of Central Iowa Retirement Plan vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants United Way of Central Iowa Retirement Plan, Total assets ($B): 0.05019045 · Participants: 112United Way of Central Iowa Retirement PlanTransamerica Pension Plan, Total assets ($B): 2.230658092 · Participants: 6789Transamerica Pension PlanPrincipal Cash Balance Plan, Total assets ($B): 1.549488797 · Participants: 11788Principal Cash Balance PlanMidamerican Energy Company Retirement Plan, Total assets ($B): 0.490129749 · Participants: 3321Midamerican Energy Company Retirement PlanEmployers Mutual Casualty Company Retirement Plan, Total assets ($B): 0.320738549 · Participants: 2037Employers Mutual Casualty Company Retirement PlanNon-Contributory Retirement Program for Certain Employees of Wellmark, Inc., Total assets ($B): 0.286934779 · Participants: 1641Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc.
United Way of Central Iowa Retirement Plan vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants

United Way of Central Iowa Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Iowa, the nearest Defined Benefit (Pension) by assets is Arizona Laborers & Teamsters Pension Trust Fund in AZ ($50M); by covered participants it is Cancer Partners of Nebraska Cash Balance Plan in NE (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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.

Frequently Asked Questions

How did United Way of Central Iowa Retirement Plan assets move in 2022?
United Way of Central Iowa Retirement Plan declined sharply - down 27.1% during 2022, from $69M to $50M. Reported net income was -$19M.
How have United Way of Central Iowa plan assets changed over time?
Across 3 plan years on file (2022-2024), United Way of Central Iowa's sponsor-wide assets declined 56.9%, from $77M to $33M.
Where does United Way of Central Iowa Retirement Plan rank by assets among Form 5500 filers?
United Way of Central Iowa Retirement Plan ranks in the 88th 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 United Way of Central Iowa Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Arizona Laborers & Teamsters Pension Trust Fund in AZ ($50M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to United Way of Central Iowa Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cancer Partners of Nebraska Cash Balance Plan in NE (112 participants, $9M in assets).