Other · DOL Form 5500 · 2022
Valley of the Sun United Way Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 88
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $90,594
- Avg per participant Below avg balance/head
Official DOL plan name: Valley of the Sun United Way 403(b) Plan · Sponsored by Valley of the Sun United Way · Arizona · Other Services
$8M in assets, 88 participants
Valley of the Sun United Way's Valley of the Sun United Way 403(b) Plan reported $8M in total assets and 88 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.
- #6,430 in Other Services (8,398 peers)
2022 asset change
Valley of the Sun United Way 403(b) Plan declined sharply 16.3% in 2022 ($10M → $8M) for 88 participants.
- #6,430
- in Other Services (8,398 peers)
- -16.3%
- 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.
Valley of the Sun United Way 403(b) Plan's mid-pack asset rank among Other Services and all filers
Valley of the Sun United Way 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,972,259 Top 40% higher than 60% 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
Valley of the Sun United Way 403(b) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Valley of the Sun United Way 403(b) Plan is a small filing (88 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 860104419 · Valley of the Sun United Way PY 2022 · Other
Valley of the Sun United Way 403(b) Plan · $8M · 88 · 60th
- 5500 $8M
- 5500 88
- 5500 60th
- 5500 Other
- 5500 near School Year Abroad 403(b) DC Plan
- 5500 ind #6430
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 Arizona →
Valley of the Sun United Way 403(b) Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$2M |
| Employer EIN | 860104419 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Arizona
Peer Other plans, same state, same plan type, ranked by total assets.
- Honorhealth 403(b) Retirement Security Plan $873M · 12,089
- Operating Engineers Local 428 Annuity Trust Fund $256M · 7,538
- Banner Health Employees 403(b) Plan $146M · 10,133
- El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan $120M · 1,633
- Kingman Regional Medical Center Employee Retirement Plan $91M · 1,954
Valley of the Sun United Way 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Arizona, the nearest Other by assets is School Year Abroad 403(b) DC Plan in MA ($8M); by covered participants it is Oregon Coast Aquarium Retirement Plan in OR (88 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (88 participants); asset peers above are excluded.
- Oregon Coast Aquarium Retirement Plan (OR) 88 · 0 off
- Blackburn University DC Retirement Plan (IL) 88 · 0 off
- Dematha Catholic High School, Inc. 403(b) Plan (MD) 88 · 0 off
- Marine Military Academy, Inc. Retirement Plan (TX) 88 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.