Profit Sharing · DOL Form 5500 · 2022
Valley of the Sun United Way 403(b) Plan
Data updated 2026-05-15
- $8M
- Total assets
- 88
- Participants
- 60th
- Percentile by assets
- $90,594
- Avg per participant
Sponsored by Valley of the Sun United Way · Arizona · Other Services
What the 2022 filing shows
Valley of the Sun United Way 403(b) Plan holds $8M for 88 participants - about $90,594 per participant, above the median plan by assets, down 16.3% over the 2022 plan year.
- $8M
- total plan assets (2022 EOY)
- 88
- covered participants
- 60th
- percentile by assets (of 139,258 plans)
- $90,594
- avg assets per participant
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.
Profit Sharing · DOL Form 5500 · 2022
What the Filing Says About Valley of the Sun United Way 403(b) Plan
Valley of the Sun United Way 403(b) Plan is a Profit Sharing retirement plan sponsored by Valley of the Sun United Way, headquartered in Arizona. According to the U.S. Department of Labor's 2022 Form 5500 filing, the plan reports $8M in total end-of-year assets and covers 88 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 860104419, and the plan has been effective since 1992-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets declined sharply from $10M at the beginning of 2022 to $8M at year-end - down 16.3%. Net assets (after liabilities) closed the year at $8M, with reported net income of -$2M 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.
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.
How the percentile is calculated: we count every plan that filed a 2022 Form 5500 with a reported end-of-year asset figure (139,258 plans), rank Valley of the Sun United Way 403(b) Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.
Financial Summary (2022)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Total Assets (End of Year) | $8M |
| Net Assets (End of Year) | $8M |
| Net Income | -$2M |
| Plan Type | Profit Sharing |
| Employer EIN | 860104419 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Arizona
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Microchip Technology Incorporated Savings Plan $1.1B · 6,310
- Honorhealth 403(b) Retirement Security Plan $873M · 12,089
- Vitalant 401(k) Retirement Savings Plan $322M · 3,863
- Northern Arizona Healthcare Corporation 401(k) Plan $299M · 3,309
- Resideo Technologies, Inc. 401(k) Plan $155M · 3,237
Frequently Asked Questions
How much money is in the Valley of the Sun United Way 403(b) Plan? ▼
What type of plan is Valley of the Sun United Way 403(b) Plan? ▼
Who sponsors the Valley of the Sun United Way 403(b) Plan? ▼
How did Valley of the Sun United Way 403(b) Plan perform in 2022? ▼
What this filing means
Ways to act on Valley of the Sun United Way 403(b) Plan's numbers.
- By total assets, Valley of the Sun United Way 403(b) Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Arizona. Compare plans
- A Profit Sharing plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types
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 860104419.
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.
Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.