Defined Benefit (Pension) · DOL Form 5500 · 2022

Metro United Way, Inc. Pension Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
23
Participants Small participant base
70th
Percentile by assets National rank
$579,956
Avg per participant High balance/head
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Official DOL plan name: Defined Benefit Pension Plan of the Metro United Way, Inc. · Sponsored by Metro United Way, Inc. · Kentucky · Other Services

$13M in assets, 23 participants

Metro United Way, Inc.'s Defined Benefit Pension Plan of the Metro United Way, Inc. reported $13M in total assets and 23 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #6,977 in Other Services (8,398 peers)

2022 asset change

Defined Benefit Pension Plan of the Metro United Way, Inc. pulled back noticeably 15.0% in 2022 ($16M → $13M) for 23 participants.

#6,977
in Other Services (8,398 peers)
-15.0%
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.

Defined Benefit Pension Plan of the Metro United Way, Inc.'s outsized position by total assets

Defined Benefit Pension Plan of the Metro United Way, Inc. vs every filed plan by assets

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

$13,338,984 Top 30% higher than 70% 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

Defined Benefit Pension Plan of the Metro United Way, Inc. among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Defined Benefit Pension Plan of the Metro United Way, Inc. is a small filing (23 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 610444680 · Metro United Way, Inc. PY 2022 · Defined Benefit (Pension)

Defined Benefit Pension Plan of the Metro United Way, Inc. · $13M · 23 · 70th

  • PHOTO $13M
  • PHOTO 23
  • PHOTO 70th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Darling Ingredients Retirement Income Plan for Union Employees
  • PHOTO ind #6977

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 Kentucky →

Defined Benefit Pension Plan of the Metro United Way, Inc. in the asset neighbourhood

Hpm Occupational Health Services Retirement PlanHpm Occupational Health Serv…$13MDefined Benefit Pension Plan of the Metro United Way, Inc.Defined Benefit Pension Plan…$13MDarling Ingredients Retirement Income Plan for Union EmployeesDarling Ingredients Retireme…$13MCaspari, Inc. Defined Benefit Pension PlanCaspari, Inc. Defined Benefi…$13MRetirement Plan for Hourly Employees of Bancroft Bag, Inc.Retirement Plan for Hourly E…$13M
End-of-year total assets ($M) among Defined Benefit Pension Plan of the Metro United Way, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Metro United Way, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Metro United Way, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 8.59244602137614% vs 2022
2024 filing year
$13M$13.5M$14M$14.5M$15M 202220232024 $13.3M $14.5M ▲ +8.6%
Year Plans Participants Total Assets
2022 1 23 $13M
2023 1 22 $15M
2024 1 21 $14M

2022 asset-move particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$13M
Net Income-$2M
Employer EIN610444680
Plan Effective Date1979-09-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Kentucky

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Defined Benefit Pension Plan of the Metro United Way, Inc. vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants Defined Benefit Pension Plan of the Metro United Way, Inc., Total assets ($B): 0.013338984 · Participants: 23Defined Benefit Pension Plan of the Metro United Way, Inc.Lg&e and Ku Pension Plan, Total assets ($B): 1.114176604 · Participants: 983Lg&e and Ku Pension PlanAshland Hercules Pension Plan, Total assets ($B): 0.945981 · Participants: 317Ashland Hercules Pension PlanYum Brands Retirement Plan, Total assets ($B): 0.753576 · Participants: 4539Yum Brands Retirement PlanBrown-Forman Corporation Salaried Employees Retirement Plan, Total assets ($B): 0.559607588 · Participants: 1262Brown-Forman Corporation Salaried Employees Retirement PlanAshland Hercules Pension Plan II, Total assets ($B): 0.415049 · Participants: 285Ashland Hercules Pension Plan II
Defined Benefit Pension Plan of the Metro United Way, Inc. vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants

Defined Benefit Pension Plan of the Metro United Way, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Darling Ingredients Retirement Income Plan for Union Employees in TX ($13M); by covered participants it is Api Foils North America Pension Plan in NY (23 participants). Same-state nearby plans are listed separately above.

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 Defined Benefit Pension Plan of the Metro United Way, Inc. assets move in 2022?
Defined Benefit Pension Plan of the Metro United Way, Inc. pulled back noticeably - down 15.0% during 2022, from $16M to $13M. Reported net income was -$2M.
How have Metro United Way, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Metro United Way, Inc.'s sponsor-wide assets grew 8.6%, from $13M to $14M.
Which Defined Benefit (Pension) plans are similar in size to Defined Benefit Pension Plan of the Metro United Way, Inc.?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Darling Ingredients Retirement Income Plan for Union Employees in TX ($13M, 39 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Defined Benefit Pension Plan of the Metro United Way, Inc.?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Api Foils North America Pension Plan in NY (23 participants, $2M in assets).