Defined Benefit (Pension) · DOL Form 5500 · 2022

United Way of New York City Pension Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
11
Participants Small participant base
72nd
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: Defined Benefit Plan for United Way of New York City · Sponsored by United Way of New York City · New York · Other Services

$15M in assets, 11 participants

United Way of New York City's Defined Benefit Plan for United Way of New York City reported $15M in total assets and 11 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.

  • #7,078 in Other Services (8,398 peers)

United Way of New York City multi-year trail

United Way of New York City's plans moved +33.4% in assets from 2022 to 2024; this filing shows Defined Benefit Plan for United Way of New York City at $15M / 11 participants.

#7,078
in Other Services (8,398 peers)
-27.3%
assets change YoY

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Defined Benefit Plan for United Way of New York City's outsized position by total assets

Defined Benefit Plan for United Way of New York City vs every filed plan by assets

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

$14,923,865 Top 28% higher than 72% 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 Plan for United Way of New York City 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 Plan for United Way of New York City is a small filing (11 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 132617681 · United Way of New York City PY 2022 · Defined Benefit (Pension)

Defined Benefit Plan for United Way of New York City · $15M · 11 · 72nd

  • IND $15M
  • EOY 11
  • 5500 72nd
  • ASSETS Defined Benefit (Pension)
  • PCT near Gesa Credit Union Cash Balance Defined Benefit Plan and Trust
  • EIN ind #7078

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 New York →

Defined Benefit Plan for United Way of New York City in the asset neighbourhood

Global Partners LP Pension PlanGlobal Partners LP Pension P…$15MGesa Credit Union Cash Balance Defined Benefit Plan and TrustGesa Credit Union Cash Balan…$15MDefined Benefit Plan for United Way of New York CityDefined Benefit Plan for Uni…$15MCellmark USA Retirement Plan$15MSun-Maid Growers of California Defined Benefit Pension PlanSun-Maid Growers of Californ…$15M
End-of-year total assets ($M) among Defined Benefit Plan for United Way of New York City and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

United Way of New York City multi-year asset trail

Sponsor-wide plan assets over time

All United Way of New York City plans reported in each filing year

Latest sponsor-wide plan assets
$20M 33.42229375567254% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $14.9M $19.9M ▲ +33.4%
Year Plans Participants Total Assets
2022 1 11 $15M
2023 2 104 $21M
2024 2 99 $20M

United Way of New York City filing trail (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$15M
Net Income-$6M
Employer EIN132617681
Plan Effective Date1945-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Defined Benefit Plan for United Way of New York City vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Defined Benefit Plan for United Way of New York City, Total assets ($B): 0.014923865 · Participants: 11Defined Benefit Plan for United Way of New York CityIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Defined Benefit Plan for United Way of New York City vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Defined Benefit Plan for United Way of New York City side-by-side with 3 peers →

Defined Benefit Plan for United Way of New York City's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Gesa Credit Union Cash Balance Defined Benefit Plan and Trust in WA ($15M); by covered participants it is Javid, LLC Defined Benefit Pension Plan in AZ (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Defined Benefit Plan for United Way of New York City assets move in 2022? ▼
Defined Benefit Plan for United Way of New York City declined sharply - down 27.3% during 2022, from $21M to $15M. Reported net income was -$6M.
How have United Way of New York City plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Way of New York City's sponsor-wide assets grew 33.4%, from $15M to $20M.
Which Defined Benefit (Pension) plans are similar in size to Defined Benefit Plan for United Way of New York City? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Gesa Credit Union Cash Balance Defined Benefit Plan and Trust in WA ($15M, 566 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Defined Benefit Plan for United Way of New York City? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Javid, LLC Defined Benefit Pension Plan in AZ (11 participants, $5M 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 132617681.

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.