Other · DOL Form 5500 · 2022

United Way Worldwide Retirement Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
181
Participants Below avg headcount
86th
Percentile by assets National rank
$221,240
Avg per participant Above avg balance/head
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Official DOL plan name: United Way Worldwide Tax Deferred Savings Plan · Sponsored by United Way Worldwide · Virginia · Other Services

$40M in assets, 181 participants

United Way Worldwide's United Way Worldwide Tax Deferred Savings Plan reported $40M in total assets and 181 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,841 in Other Services (8,398 peers)

Coverage in Virginia

United Way Worldwide Tax Deferred Savings Plan covers 181 participants in Virginia, about 23% of the average Virginia filer (state average ~782 per filing). Assets: $40M.

#7,841
in Other Services (8,398 peers)
-25.0%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

United Way Worldwide Tax Deferred Savings Plan's outsized position by total assets

United Way Worldwide Tax Deferred Savings Plan vs every filed plan by assets

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

$40,044,395 Top 14% higher than 86% 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 Worldwide Tax Deferred Savings 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 Worldwide Tax Deferred Savings Plan sits mid-pack in the medium band (181 participants).

EBSA filing schedule strip

Filing strip 131635294 · United Way Worldwide PY 2022 · Other

United Way Worldwide Tax Deferred Savings Plan · $40M · 181 · 86th

  • 5500 $40M
  • 5500 181
  • 5500 86th
  • 5500 Other
  • 5500 near Robert W. Woodruff Arts Center, Inc. Defined Contribution Retirement Plan
  • 5500 ind #7841

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 Virginia →

United Way Worldwide Tax Deferred Savings Plan in the asset neighbourhood

Kent Denver Country Day School 403(b) Retirement PlanKent Denver Country Day Scho…$40MRobert W. Woodruff Arts Center, Inc. Defined Contribution Retirement PlanRobert W. Woodruff Arts Cent…$40MCatawba College Retirement PlanCatawba College Retirement P…$40MUnited Way Worldwide Tax Deferred Savings PlanUnited Way Worldwide Tax Def…$40M403(b) Thrift Plan of the League School403(b) Thrift Plan of the Le…$40M
End-of-year total assets ($M) among United Way Worldwide Tax Deferred Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$40M
Net Income-$13M
Employer EIN131635294
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Way Worldwide)

Sponsor-wide plan assets over time

All United Way Worldwide plans reported in each filing year

Latest sponsor-wide plan assets
$77M 7.694161111783333% vs 2022
2024 filing year
$70M$72M$74M$76M$78M 202220232024 $71.1M $76.5M ▲ +7.7%
Year Plans Participants Total Assets
2022 2 207 $71M
2023 2 232 $73M
2024 2 233 $77M

Nearby Other Plans in Virginia

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

United Way Worldwide Tax Deferred Savings Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants United Way Worldwide Tax Deferred Savings Plan, Total assets ($B): 0.040044395 · Participants: 181United Way Worldwide Tax Deferred Savings PlanSentara 403(b) Savings Plan, Total assets ($B): 2.728114548 · Participants: 26421Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.366750632 · Participants: 7903The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.719336771 · Participants: 1346Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.596873315 · Participants: 12418Carilion Clinic 403(b) Retirement Savings PlanCentra Health Matching Tax Deferred Savings Plan, Total assets ($B): 0.594755458 · Participants: 6854Centra Health Matching Tax Deferred Savings Plan
United Way Worldwide Tax Deferred Savings Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare United Way Worldwide Tax Deferred Savings Plan side-by-side with 3 peers →

United Way Worldwide Tax Deferred Savings Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Robert W. Woodruff Arts Center, Inc. Defined Contribution Retirement Plan in GA ($40M); by covered participants it is Sun-Maid Growers of California Defined Contribution Pension Plan in CA (181 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (181 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 Worldwide Tax Deferred Savings Plan assets move in 2022? ▼
United Way Worldwide Tax Deferred Savings Plan declined sharply - down 25.0% during 2022, from $53M to $40M. Reported net income was -$13M.
How have United Way Worldwide plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Way Worldwide's sponsor-wide assets grew 7.7%, from $71M to $77M.
Where does United Way Worldwide Tax Deferred Savings Plan rank by assets among Form 5500 filers? ▼
United Way Worldwide Tax Deferred Savings Plan ranks in the 86th 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 Other plans are similar in size to United Way Worldwide Tax Deferred Savings Plan? ▼
Among Other plans in other states, the closest by assets is Robert W. Woodruff Arts Center, Inc. Defined Contribution Retirement Plan in GA ($40M, 263 participants).
Which Other plans cover a similar participant headcount to United Way Worldwide Tax Deferred Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Sun-Maid Growers of California Defined Contribution Pension Plan in CA (181 participants, $22M 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 131635294.

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.