401(k) · DOL Form 5500 · 2022
United Way of Greater Milwaukee and Waukesha County, Inc. 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 80
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $179,057
- Avg per participant Above avg balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of United Way of Greater Milwaukee and Waukesha County, Inc. · Sponsored by United Way of Greater Milwaukee and Waukesha County, Inc. · Wisconsin · Healthcare & Social Assistance
$14M in assets, 80 participants
United Way of Greater Milwaukee and Waukesha County, Inc.'s 403(b) Thrift Plan for Employees of United Way of Greater Milwaukee and Waukesha County, Inc. reported $14M in total assets and 80 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.
- #15,304 in Healthcare & Social Assistance (20,060 peers)
United Way of Greater Milwaukee and Waukesha County, Inc. multi-year trail
United Way of Greater Milwaukee and Waukesha County, Inc.'s plans moved +28.2% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan for Employees of United Way of Greater Milwaukee and Waukesha County, Inc. at $14M / 80 participants.
- #15,304
- in Healthcare & Social Assistance (20,060 peers)
- -16.7%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403(b) Thrift Plan for Employees of United Way of Greater Milwaukee and Waukesha County, Inc.'s outsized position by total assets
403(b) Thrift Plan for Employees of United Way of Greater Milwaukee and Waukesha County, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,324,522 Top 28% higher than 72% 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
403(b) Thrift Plan for Employees of United Way of Greater Milwaukee and Waukesha County, 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. 403(b) Thrift Plan for Employees of United Way of Greater Milwaukee and Waukesha County, Inc. is a small filing (80 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 390806190 · United Way of Greater Milwaukee and Waukesha County, Inc. PY 2022 · 401(k)
403(b) Thrift Plan for Employees of United Way of Greater Milwaukee and Waukesha County, Inc. · $14M · 80 · 72nd
- EIN $14M
- EIN 80
- EIN 72nd
- EIN 401(k)
- EIN near Iveric Bio 401(k) Plan
- EIN ind #15304
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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →
403(b) Thrift Plan for Employees of United Way of Greater Milwaukee and Waukesha County, Inc. in the asset neighbourhood
United Way of Greater Milwaukee and Waukesha County, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All United Way of Greater Milwaukee and Waukesha County, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 28.167795058013105% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 80 | $14M |
| 2023 | 1 | 86 | $17M |
| 2024 | 1 | 85 | $18M |
United Way of Greater Milwaukee and Waukesha County, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$3M |
| Employer EIN | 390806190 |
| Plan Effective Date | 1991-05-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
403(b) Thrift Plan for Employees of United Way of Greater Milwaukee and Waukesha County, Inc.'s out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Iveric Bio 401(k) Plan in NJ ($14M); by covered participants it is Cea Technologies, Inc. 401(k) Retirement Plan in NY (80 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Iveric Bio 401(k) Plan (NJ) $14M · 89
- Black Forest 401(k) Plan (TX) $14M · 576
- Anthony Timberlands, Inc. 401(k) Retirement Plan (AR) $14M · 638
- The Bostwick-Braun Company Retirement Savings Plan (OH) $14M · 372
Similar participant headcount
Nearest other-state filings by covered participants (80 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.