Defined Benefit (Pension) · DOL Form 5500 · 2022

United Way, Inc. Pension Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
55
Participants Small participant base
74th
Percentile by assets National rank
$295,805
Avg per participant High balance/head
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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.

  • #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.

#7,163
in Other Services (8,398 peers)
+0.1%
assets growth YoY

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.

Pension Plan for Employees of United Way, Inc.'s outsized position by total assets

Pension Plan for Employees of United Way, Inc. vs every filed plan by assets

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

$16,269,272 Top 26% higher than 74% 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

Pension Plan for Employees of United Way, 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. Pension Plan for Employees of United Way, Inc. is a small filing (55 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 952274801 · United Way, Inc. PY 2022 · Defined Benefit (Pension)

Pension Plan for Employees of United Way, Inc. · $16M · 55 · 74th

  • PART $16M
  • TYPE 55
  • NET 74th
  • BOOK Defined Benefit (Pension)
  • VS-ST near American Chemet Corporation Retirement Income Plan
  • BOY ind #7163

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 California →

Pension Plan for Employees of United Way, Inc. in the asset neighbourhood

Local 422 Pension Trust Fund$16MAmerican Chemet Corporation Retirement Income PlanAmerican Chemet Corporation …$16MPension Plan for Employees of United Way, Inc.Pension Plan for Employees o…$16MPentair Pump Group, Inc. Bargaining Unit Employees Pension PlanPentair Pump Group, Inc. Bar…$16MPeoplesbank Defined Benefit Pension PlanPeoplesbank Defined Benefit …$16M
End-of-year total assets ($M) among Pension Plan for Employees of United Way, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

United Way, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$29M 18.265971604757645% vs 2022
2024 filing year
$24M$26M$28M$30M 202220232024 $24.9M $29.4M ▲ +18.3%
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 EIN952274801
Plan Effective Date1968-07-01
Filing StatusFILING 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 Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Pension Plan for Employees of United Way, Inc., Total assets ($B): 0.016269272 · Participants: 55Pension Plan for Employees of United Way, Inc.Kaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Pension Plan for Employees of United Way, Inc. vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Pension Plan for Employees of United Way, Inc. side-by-side with 3 peers →

Pension Plan for Employees of United Way, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is American Chemet Corporation Retirement Income Plan in MT ($16M); by covered participants it is Mineral Wells Hourly Employees Pension Plan in TX (55 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (55 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 Pension Plan for Employees of United Way, Inc. assets move in 2022? ▼
Pension Plan for Employees of United Way, Inc. held essentially flat - up 0.1% during 2022, from $16M to $16M. Reported net income was -$3K.
How have United Way, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Way, Inc.'s sponsor-wide assets grew 18.3%, from $25M to $29M.
Which Defined Benefit (Pension) plans are similar in size to Pension Plan for Employees of United Way, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is American Chemet Corporation Retirement Income Plan in MT ($16M, 58 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for Employees of United Way, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Mineral Wells Hourly Employees Pension Plan in TX (55 participants, $9M 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 952274801.

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.