Defined Benefit (Pension) · DOL Form 5500 · 2022

United Way Worldwide Pension Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
26
Participants Small participant base
83rd
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Pension Plan of United Way Worldwide · Sponsored by United Way Worldwide · Virginia · Other Services

$31M in assets, 26 participants

United Way Worldwide's Pension Plan of United Way Worldwide reported $31M in total assets and 26 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #7,695 in Other Services (8,398 peers)

Where Pension Plan of United Way Worldwide sits by assets

Pension Plan of United Way Worldwide sits in the top quartile of all filed plans by assets, $31M for 26 participants (~$1.2M/participant), down 26.5% in 2022.

#7,695
in Other Services (8,398 peers)
-26.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pension Plan of United Way Worldwide's outsized position by total assets

Pension Plan of United Way Worldwide vs every filed plan by assets

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

$31,021,754 Top 17% higher than 83% 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

Pension Plan of United Way Worldwide among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan of United Way Worldwide is a small filing (26 participants) on this national headcount ladder.

DOL schedule card

Filing strip 131635294 · United Way Worldwide PY 2022 · Defined Benefit (Pension)

Pension Plan of United Way Worldwide · $31M · 26 · 83rd

  • IND $31M
  • IND 26
  • IND 83rd
  • IND Defined Benefit (Pension)
  • IND near Park Community Credit Union Cash Balance Defined Benefit Plan and Trust
  • IND ind #7695

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 →

Pension Plan of United Way Worldwide in the asset neighbourhood

Park Community Credit Union Cash Balance Defined Benefit Plan and TrustPark Community Credit Union …$31MPension Plan of United Way WorldwidePension Plan of United Way W…$31MRetirement Plan for Employees of the Oklahoma Publishing Company and AffiliatedRetirement Plan for Employee…$31MRetirement Plan for Employees of United Supermarkets, L.L.C.Retirement Plan for Employee…$31MRipley Entertainment, Inc. Pension PlanRipley Entertainment, Inc. P…$31M
End-of-year total assets ($M) among Pension Plan of United Way Worldwide and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$31M
Net Income-$11M
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 Defined Benefit (Pension) Plans in Virginia

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

Pension Plan of United Way Worldwide vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Pension Plan of United Way Worldwide, Total assets ($B): 0.031021754 · Participants: 26Pension Plan of United Way WorldwideNorthrop Grumman Pension Plan, Total assets ($B): 18.331391337 · Participants: 14867Northrop Grumman Pension PlanRetirement Security Plan, Total assets ($B): 9.385168374 · Participants: 54531Retirement Security PlanNg Space&mission Systems Corp Salaried Pension Pla, Total assets ($B): 8.061267673 · Participants: 7799Ng Space&mission Systems Corp Salaried Pension PlaDominion Energy Pension Plan, Total assets ($B): 7.265847838 · Participants: 12832Dominion Energy Pension PlanSheet Metal Workers' National Pension Fund, Total assets ($B): 7.155241333 · Participants: 61068Sheet Metal Workers' National Pension Fund
Pension Plan of United Way Worldwide vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants
Compare Pension Plan of United Way Worldwide side-by-side with 3 peers →

Pension Plan of United Way Worldwide's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Virginia, the nearest Defined Benefit (Pension) by assets is Park Community Credit Union Cash Balance Defined Benefit Plan and Trust in KY ($31M); by covered participants it is Brookhaven Memorial Hospital Medical Center Dba Long Island Community Hospital Retirement Income Plan in NY (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 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 Pension Plan of United Way Worldwide assets move in 2022? ▼
Pension Plan of United Way Worldwide declined sharply - down 26.5% during 2022, from $42M to $31M. Reported net income was -$11M.
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 Pension Plan of United Way Worldwide rank by assets among Form 5500 filers? ▼
Pension Plan of United Way Worldwide ranks in the 83rd 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 Defined Benefit (Pension) plans are similar in size to Pension Plan of United Way Worldwide? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Park Community Credit Union Cash Balance Defined Benefit Plan and Trust in KY ($31M, 234 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan of United Way Worldwide? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Brookhaven Memorial Hospital Medical Center Dba Long Island Community Hospital Retirement Income Plan in NY (26 participants, N/A 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.