Other · DOL Form 5500 · 2022
United Way of Summit & Medina Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 104
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $29,374
- Avg per participant Low balance/head
Official DOL plan name: United Way of Summit & Medina 403b Savings Plan · Sponsored by United Way of Summit & Medina · Ohio · Other Services
$3M in assets, 104 participants
United Way of Summit & Medina's United Way of Summit & Medina 403b Savings Plan reported $3M in total assets and 104 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.
- #5,230 in Other Services (8,398 peers)
Coverage in Ohio
United Way of Summit & Medina 403b Savings Plan covers 104 participants in Ohio, about 14% of the average Ohio filer (state average ~765 per filing). Assets: $3M.
- #5,230
- in Other Services (8,398 peers)
- +3.5%
- assets growth YoY
United Way of Summit & Medina 403b Savings Plan's mid-pack asset rank among Other Services and all filers
United Way of Summit & Medina 403b Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,054,923 41st percentile higher than 41% 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
United Way of Summit & Medina 403b Savings Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Way of Summit & Medina 403b Savings Plan sits mid-pack in the medium band (104 participants).
DOL schedule card
Filing strip 341169257 · United Way of Summit & Medina PY 2022 · Other
United Way of Summit & Medina 403b Savings Plan · $3M · 104 · 41st
- EOY $3M
- EOY 104
- EOY 41st
- EOY Other
- EOY near Adjoin 403(b) Plan
- EOY ind #5230
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 Ohio →
United Way of Summit & Medina 403b Savings Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $103K |
| Employer EIN | 341169257 |
| Plan Effective Date | 2003-02-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $6.3B · 51,726
- Ohiohealth Retirement Savings Plan 403(b) $1.9B · 28,462
- Faculty and Key Administrative Employee's Retirement Plan a $1.8B · 1,780
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $1.7B · 23,582
- Children's Hospital Medical Center Employee Savings Plan $1.4B · 12,987
United Way of Summit & Medina 403b Savings Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Adjoin 403(b) Plan in CA ($3M); by covered participants it is Kcrw 403(b) DC Plan in CA (104 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Adjoin 403(b) Plan (CA) $3M · 287
- Area Agency on Aging of Southeast Arkansas Retirement Plan (AR) $3M · 344
- Homesafe 403(b) Retirement Plan (FL) $3M · 126
- The Consortium 403(b) Plan (PA) $3M · 220
Similar participant headcount
Nearest other-state filings by covered participants (104 participants); asset peers above are excluded.
- Kcrw 403(b) DC Plan (CA) 104 · 0 off
- DENTAL (NE) 104 · 0 off
- Hospice of Southern Illinois, Inc. 403(b) Plan (IL) 104 · 0 off
- University of the Southwest 403(b) Retirement Plan (NM) 104 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.