401(k) · DOL Form 5500 · 2022

United Way of Massachusetts Bay, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
95
Participants Small participant base
75th
Percentile by assets National rank
$179,970
Avg per participant Above avg balance/head
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Official DOL plan name: The 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, Inc. · Sponsored by United Way of Massachusetts Bay, Inc. · Massachusetts · Other Services

$17M in assets, 95 participants

United Way of Massachusetts Bay, Inc.'s The 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, Inc. reported $17M in total assets and 95 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #7,223 in Other Services (8,398 peers)

Where The 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, Inc. sits by assets

The 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, Inc. sits in the top quartile of all filed plans by assets, $17M for 95 participants (~$179,970/participant), down 17.5% in 2022.

#7,223
in Other Services (8,398 peers)
-17.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, Inc.'s outsized position by total assets

The 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, Inc. vs every filed plan by assets

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

$17,097,103 Top 25% higher than 75% 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

The 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, 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. The 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, Inc. is a small filing (95 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 042382233 · United Way of Massachusetts Bay, Inc. PY 2022 · 401(k)

The 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, Inc. · $17M · 95 · 75th

  • SCH $17M
  • SCH 95
  • SCH 75th
  • SCH 401(k)
  • SCH near Mission Lane 401(k) Plan
  • SCH ind #7223

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 Massachusetts →

The 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, Inc. in the asset neighbourhood

The 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, Inc.The 401(k) Retirement Saving…$17MMission Lane 401(k) Plan$17MSrs Acquiom Holdings LLC 401(k) PlanSrs Acquiom Holdings LLC 401…$17MSoundhound 401(k) Plan$17MBoecore, LLC 401(k)Profit Sharing Plan and TrustBoecore, LLC 401(k)Profit Sh…$17M
End-of-year total assets ($M) among The 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$17M
Net Income-$4M
Employer EIN042382233
Plan Effective Date1989-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Way of Massachusetts Bay, Inc.)

Sponsor-wide plan assets over time

All United Way of Massachusetts Bay, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 14.173956839354599% vs 2022
2024 filing year
$16M$17M$18M$19M$20M 202220232024 $17.1M $19.5M ▲ +14.2%
Year Plans Participants Total Assets
2022 1 95 $17M
2023 1 92 $19M
2024 1 96 $20M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, Inc. vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants The 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, Inc., Total assets ($B): 0.017097103 · Participants: 95The 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, Inc.Fidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
The 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, Inc. vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare The 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, Inc. side-by-side with 3 peers →

The 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Mission Lane 401(k) Plan in VA ($17M); by covered participants it is La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust in NY (95 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (95 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 The 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, Inc. assets move in 2022? ▼
The 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, Inc. declined sharply - down 17.5% during 2022, from $21M to $17M. Reported net income was -$4M.
How have United Way of Massachusetts Bay, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Way of Massachusetts Bay, Inc.'s sponsor-wide assets grew 14.2%, from $17M to $20M.
Where does The 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, Inc. rank by assets among Form 5500 filers? ▼
The 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, Inc. ranks in the 75th 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 401(k) plans are similar in size to The 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Mission Lane 401(k) Plan in VA ($17M, 426 participants).
Which 401(k) plans cover a similar participant headcount to The 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust in NY (95 participants, $2M 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 042382233.

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.