401(k) · DOL Form 5500 · 2022
United Way of the Bay Area 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 64th
- Percentile by assets National rank
Official DOL plan name: Uwba 401(k) Plan · Sponsored by United Way of the Bay Area · California · Healthcare & Social Assistance
$10M in assets, N/A participants
United Way of the Bay Area's Uwba 401(k) Plan reported $10M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.
- #13,958 in Healthcare & Social Assistance (20,060 peers)
United Way of the Bay Area multi-year trail
United Way of the Bay Area's plans moved -30.2% in assets from 2022 to 2024; this filing shows Uwba 401(k) Plan at $10M / N/A participants.
- #13,958
- in Healthcare & Social Assistance (20,060 peers)
- -$467K
- reported net income
The plan reported a net loss of $467K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Uwba 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Uwba 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,624,167 Top 36% higher than 64% 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
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
Form 5500 schedule snapshot
Filing strip 941312348 · United Way of the Bay Area PY 2022 · 401(k)
Uwba 401(k) Plan · $10M · N/A · 64th
- EBSA $10M
- PART N/A
- TYPE 64th
- NET 401(k)
- BOOK near The German Marshall Fund of the United States 401(k) Retirement Plan
- VS-ST ind #13958
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 Healthcare & Social Assistance retirement plans → · Plans in California →
Uwba 401(k) Plan in the asset neighbourhood
United Way of the Bay Area multi-year asset trail
Sponsor-wide plan assets over time
All United Way of the Bay Area plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 30.218088734193287% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 6 | $21M |
| 2023 | 2 | 74 | $14M |
| 2024 | 2 | 69 | $15M |
United Way of the Bay Area filing trail (2022)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$467K |
| Employer EIN | 941312348 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Uwba 401(k) Plan's closest out-of-state 401(k) peers by assets
Outside California, the nearest 401(k) by end-of-year assets is The German Marshall Fund of the United States 401(k) Retirement Plan in DC at $10M (this filing: $10M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.