Defined Benefit (Pension) · DOL Form 5500 · 2022
United Way, Inc. Pension Plan
Data updated 2026-08-11
- $16M
- Total assets
- 55
- Participants
- 74th
- Percentile by assets
- $295,805
- Avg per participant
Official DOL plan name: Pension Plan for Employees of United Way, Inc. · Sponsored by United Way, Inc. · California · Other Services
$16M in assets, 55 participants
United Way, Inc.'s Pension Plan for Employees of United Way, Inc. reported $16M in total assets and 55 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.
- 74th percentile by assets (of 139,126 plans)
- #7,163 in Other Services (8,398 peers)
United Way, Inc. multi-year trail
United Way, Inc.'s plans moved +18.3% in assets from 2022 to 2024; this filing shows Pension Plan for Employees of United Way, Inc. at $16M / 55 participants.
- $16M
- total plan assets (2022 EOY)
- 55
- covered participants
- 74th
- percentile by assets (of 139,126 plans)
- $295,805
- avg assets per participant
The plan reported a net loss of $3K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
United Way, Inc. across 3 plan years on file
Across the 3 plan years United Way, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $25M to $29M, a gain of 18.3%, while reported participants moved from 118 to 135 (+14.4%). Peak year by sponsor assets: 2024 ($29M); trough: 2022 ($25M).
United Way, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 118 | $25M |
| 2023 | 2 | 130 | $27M |
| 2024 | 2 | 135 | $29M |
United Way, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$3K |
| Employer EIN | 952274801 |
| Plan Effective Date | 1968-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Pension Plan for Employees of United Way, Inc. vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
- Kaiser Permanente Retirement Plan $31.9B · 126,331
- Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
- Disney Salaried Pension Plan D $9.2B · 11,405
- Wells Fargo & Company Cash Balance Plan $8.8B · 59,141
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Pension Plan for Employees of United Way, Inc. by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Pension Plan for Employees of United Way, Inc.'s numbers.
- By total assets, Pension Plan for Employees of United Way, Inc. ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- United Way, Inc.'s sponsor-wide assets have grown 18.3% since 2022 across 3 plan years on file. More Other Services plans