Other · DOL Form 5500 · 2022
United Way for Southeastern Mi Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 172
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $44,220
- Avg per participant Low balance/head
Official DOL plan name: 403b Thrift Plan for United Way for Southeastern Mi · Sponsored by United Way for Southeastern Mi · Michigan · Other Services
$8M in assets, 172 participants
United Way for Southeastern Mi's 403b Thrift Plan for United Way for Southeastern Mi reported $8M in total assets and 172 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.
- #6,358 in Other Services (8,398 peers)
Coverage in Michigan
403b Thrift Plan for United Way for Southeastern Mi covers 172 participants in Michigan, about 27% of the average Michigan filer (state average ~638 per filing). Assets: $8M.
- #6,358
- in Other Services (8,398 peers)
- -15.3%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403b Thrift Plan for United Way for Southeastern Mi's mid-pack asset rank among Other Services and all filers
403b Thrift Plan for United Way for Southeastern Mi vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,605,906 Top 41% higher than 59% 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
403b Thrift Plan for United Way for Southeastern Mi 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. 403b Thrift Plan for United Way for Southeastern Mi sits mid-pack in the medium band (172 participants).
Published 5500 schedule card
Filing strip 203099071 · United Way for Southeastern Mi PY 2022 · Other
403b Thrift Plan for United Way for Southeastern Mi · $8M · 172 · 59th
- RANK $8M
- PHOTO 172
- IND 59th
- EOY Other
- 5500 near Easterseals Arkansas 403(b) Plan
- ASSETS ind #6358
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 Michigan →
403b Thrift Plan for United Way for Southeastern Mi in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$1M |
| Employer EIN | 203099071 |
| Plan Effective Date | 2005-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Way for Southeastern Mi)
Sponsor-wide plan assets over time
All United Way for Southeastern Mi plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 28.38825512700262% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 172 | $8M |
| 2023 | 1 | 206 | $9M |
| 2024 | 1 | 204 | $10M |
Nearby Other Plans in Michigan
Peer Other plans, same state, same plan type, ranked by total assets.
- Fca US LLC Salaried Employees' Savings Plan $4.3B · 17,796
- Fca US LLC UAW Savings Plan $4.1B · 52,211
- Spectrum Health System 403(b) Plan $2.3B · 26,631
- Beaumont Health 403(b) Retirement Savings Plan $2.2B · 33,585
- Mclaren Employees' 403(b) Retirement Plan $1.4B · 21,255
403b Thrift Plan for United Way for Southeastern Mi's out-of-state Other peers by assets and headcount
Outside Michigan, the nearest Other by assets is Easterseals Arkansas 403(b) Plan in AR ($8M); by covered participants it is Greater Chicago Food Depository Retirement Savings Plan in IL (172 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Easterseals Arkansas 403(b) Plan (AR) $8M · 615
- Clarity Child Guidance Center 403b Plan (TX) $8M · 297
- Mmhc Employee Retirement Savings Program (WI) $8M · 133
- Montreat College Retirement Plan (NC) $8M · 143
Similar participant headcount
Nearest other-state filings by covered participants (172 participants); asset peers above are excluded.
- Greater Chicago Food Depository Retirement Savings Plan (IL) 172 · 0 off
- Anna Maria College DC Retirement Plan (MA) 172 · 0 off
- Antioch University Defined Contribution and Tax Deferred Annuity Plan for Staff Employees (OH) 172 · 0 off
- John Burroughs School Defined Contribution Retirement Plan (MO) 172 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.