Defined Benefit (Pension) · DOL Form 5500 · 2022

United Way of Greater Cleveland Pension Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
16
Participants Small participant base
60th
Percentile by assets National rank
$501,221
Avg per participant High balance/head
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Official DOL plan name: Defined Benefit Pension Plan of United Way of Greater Cleveland · Sponsored by United Way of Greater Cleveland · Ohio · Other Services

$8M in assets, 16 participants

United Way of Greater Cleveland's Defined Benefit Pension Plan of United Way of Greater Cleveland reported $8M in total assets and 16 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #6,439 in Other Services (8,398 peers)

2022 asset change

Defined Benefit Pension Plan of United Way of Greater Cleveland declined sharply 21.2% in 2022 ($10M → $8M) for 16 participants.

#6,439
in Other Services (8,398 peers)
-21.2%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Defined Benefit Pension Plan of United Way of Greater Cleveland's mid-pack asset rank among Other Services and all filers

Defined Benefit Pension Plan of United Way of Greater Cleveland vs every filed plan by assets

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

$8,019,537 Top 40% higher than 60% 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 Pension Plan of United Way of Greater Cleveland 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 Pension Plan of United Way of Greater Cleveland is a small filing (16 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 346516654 · United Way of Greater Cleveland PY 2022 · Defined Benefit (Pension)

Defined Benefit Pension Plan of United Way of Greater Cleveland · $8M · 16 · 60th

  • TYPE $8M
  • TYPE 16
  • TYPE 60th
  • TYPE Defined Benefit (Pension)
  • TYPE near Oxbow Calcining LLC Hourly Employees' Retirement Plan
  • TYPE ind #6439

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 →

Defined Benefit Pension Plan of United Way of Greater Cleveland in the asset neighbourhood

Adventure Credit Union Cash Balance Defined Benefit Plan and TrustAdventure Credit Union Cash …$8MFirst National Bank of Winnsboro Employee Pension PlanFirst National Bank of Winns…$8MDefined Benefit Pension Plan of United Way of Greater ClevelandDefined Benefit Pension Plan…$8MOxbow Calcining LLC Hourly Employees' Retirement PlanOxbow Calcining LLC Hourly E…$8MDedert Corporation Employees' Pension PlanDedert Corporation Employees…$8M
End-of-year total assets ($M) among Defined Benefit Pension Plan of United Way of Greater Cleveland and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

United Way of Greater Cleveland years around the 2022 move

Sponsor-wide plan assets over time

All United Way of Greater Cleveland plans reported in each filing year

Latest sponsor-wide plan assets
$16M 9.994039319728108% vs 2022
2024 filing year
$14M$14.5M$15M$15.5M$16M$16.5M 202220232024 $14.5M $15.9M ▲ +10.0%
Year Plans Participants Total Assets
2022 2 137 $14M
2023 2 117 $15M
2024 2 117 $16M

2022 asset-move particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN346516654
Plan Effective Date1971-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Ohio

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

Defined Benefit Pension Plan of United Way of Greater Cleveland vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Defined Benefit Pension Plan of United Way of Greater Cleveland, Total assets ($B): 0.008019537 · Participants: 16Defined Benefit Pension Plan of United Way of Greater ClevelandFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.559275463 · Participants: 12346Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.017579718 · Participants: 22597Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.498685298 · Participants: 15837American Electric Power System Retirement PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.394372488 · Participants: 9749Ohio Operating Engineers Pension PlanLaborers District Council & Contractors Pension Fund of Ohio, Total assets ($B): 2.645337912 · Participants: 13583Laborers District Council & Contractors Pension Fund of Ohio
Defined Benefit Pension Plan of United Way of Greater Cleveland vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Defined Benefit Pension Plan of United Way of Greater Cleveland side-by-side with 3 peers →

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

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Oxbow Calcining LLC Hourly Employees' Retirement Plan in FL ($8M); by covered participants it is Middleburgh Telephone Company Pension Plan in NY (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Pension Plan of United Way of Greater Cleveland assets move in 2022? ▼
Defined Benefit Pension Plan of United Way of Greater Cleveland declined sharply - down 21.2% during 2022, from $10M to $8M. Reported net income was -$2M.
How have United Way of Greater Cleveland plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Way of Greater Cleveland's sponsor-wide assets grew 10.0%, from $14M to $16M.
Which Defined Benefit (Pension) plans are similar in size to Defined Benefit Pension Plan of United Way of Greater Cleveland? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Oxbow Calcining LLC Hourly Employees' Retirement Plan in FL ($8M, 40 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Defined Benefit Pension Plan of United Way of Greater Cleveland? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Middleburgh Telephone Company Pension Plan in NY (16 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 346516654.

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.