Other · DOL Form 5500 · 2022

United Way of Greater Atlanta, Inc Retirement Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
169
Participants Small participant base
72nd
Percentile by assets National rank
$84,144
Avg per participant Below avg balance/head
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Official DOL plan name: The Thrift Plan of the United Way of Greater Atlanta · Sponsored by United Way of Greater Atlanta, Inc · Georgia · Other Services

$14M in assets, 169 participants

United Way of Greater Atlanta, Inc's The Thrift Plan of the United Way of Greater Atlanta reported $14M in total assets and 169 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #7,044 in Other Services (8,398 peers)

Coverage in Georgia

The Thrift Plan of the United Way of Greater Atlanta covers 169 participants in Georgia, about 15% of the average Georgia filer (state average ~1,096 per filing). Assets: $14M.

#7,044
in Other Services (8,398 peers)
-14.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Thrift Plan of the United Way of Greater Atlanta's outsized position by total assets

The Thrift Plan of the United Way of Greater Atlanta vs every filed plan by assets

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

$14,220,394 Top 28% higher than 72% 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 Thrift Plan of the United Way of Greater Atlanta 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. The Thrift Plan of the United Way of Greater Atlanta sits mid-pack in the medium band (169 participants).

Plan-year Form 5500 strip

Filing strip 580566194 · United Way of Greater Atlanta, Inc PY 2022 · Other

The Thrift Plan of the United Way of Greater Atlanta · $14M · 169 · 72nd

  • BOOK $14M
  • VS-ST 169
  • BOY 72nd
  • SCH Other
  • EBSA near Academy of Notre Dame De Namur Defined Contribution Retirement Plan
  • PART ind #7044

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 Georgia →

The Thrift Plan of the United Way of Greater Atlanta in the asset neighbourhood

Academy of Notre Dame De Namur Defined Contribution Retirement PlanAcademy of Notre Dame De Nam…$14MThe Thrift Plan of the United Way of Greater AtlantaThe Thrift Plan of the Unite…$14MAltoona Regional Health System 403(b) PlanAltoona Regional Health Syst…$14MShenandoah Valley Medical System Inc. Retirement PlanShenandoah Valley Medical Sy…$14MBienvivir Senior Health Services Employer Tda ProgramBienvivir Senior Health Serv…$14M
End-of-year total assets ($M) among The Thrift Plan of the United Way of Greater Atlanta and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$14M
Net Income-$2M
Employer EIN580566194
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Way of Greater Atlanta, Inc)

Sponsor-wide plan assets over time

All United Way of Greater Atlanta, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$36M 25.907926710062583% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.3M $35.7M ▲ +25.9%
Year Plans Participants Total Assets
2022 2 233 $28M
2023 2 222 $32M
2024 2 206 $36M

Nearby Other Plans in Georgia

Peer Other plans, same state, same plan type, ranked by total assets.

The Thrift Plan of the United Way of Greater Atlanta vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants The Thrift Plan of the United Way of Greater Atlanta, Total assets ($B): 0.014220394 · Participants: 169The Thrift Plan of the United Way of Greater AtlantaWellstar Health System, Inc. Supplemental Retirement Savings Plan, Total assets ($B): 1.705581692 · Participants: 24566Wellstar Health System, Inc. Supplemental Retirement Savings PlanNorthside Hospital 403(b) Retirement Plan, Total assets ($B): 1.237822022 · Participants: 25169Northside Hospital 403(b) Retirement PlanChildrens Healthcare of Atlanta Inc Share Plan, Total assets ($B): 1.044721516 · Participants: 12262Childrens Healthcare of Atlanta Inc Share PlanIBEW Local 613 Defined Contribution Pension Plan, Total assets ($B): 0.582319759 · Participants: 5837IBEW Local 613 Defined Contribution Pension PlanMercer University Defined Contribution Retirement Plan, Total assets ($B): 0.453786357 · Participants: 1982Mercer University Defined Contribution Retirement Plan
The Thrift Plan of the United Way of Greater Atlanta vs. nearby Other plans in Georgia, assets vs. participants
Compare The Thrift Plan of the United Way of Greater Atlanta side-by-side with 3 peers →

The Thrift Plan of the United Way of Greater Atlanta's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is Academy of Notre Dame De Namur Defined Contribution Retirement Plan in PA ($14M); by covered participants it is The Nightingale-Bamford School Defined Contribution Retirement Plan in NY (169 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (169 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 The Thrift Plan of the United Way of Greater Atlanta assets move in 2022? ▼
The Thrift Plan of the United Way of Greater Atlanta pulled back noticeably - down 14.1% during 2022, from $17M to $14M. Reported net income was -$2M.
How have United Way of Greater Atlanta, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Way of Greater Atlanta, Inc's sponsor-wide assets grew 25.9%, from $28M to $36M.
Which Other plans are similar in size to The Thrift Plan of the United Way of Greater Atlanta? ▼
Among Other plans in other states, the closest by assets is Academy of Notre Dame De Namur Defined Contribution Retirement Plan in PA ($14M, 135 participants).
Which Other plans cover a similar participant headcount to The Thrift Plan of the United Way of Greater Atlanta? ▼
Among Other plans in other states, the closest by covered participants is The Nightingale-Bamford School Defined Contribution Retirement Plan in NY (169 participants, $88M 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 580566194.

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.