Defined Benefit (Pension) · DOL Form 5500 · 2022

The United Way of Southwestern Pennsylvania Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
43
Participants Small participant base
59th
Percentile by assets National rank
$172,418
Avg per participant Above avg balance/head
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Official DOL plan name: Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania · Sponsored by The United Way of Southwestern Pennsylvania · Pennsylvania · Other Services

$7M in assets, 43 participants

The United Way of Southwestern Pennsylvania's Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania reported $7M in total assets and 43 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #6,333 in Other Services (8,398 peers)

The United Way of Southwestern Pennsylvania multi-year trail

The United Way of Southwestern Pennsylvania's plans moved -25.1% in assets from 2022 to 2024; this filing shows Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania at $7M / 43 participants.

#6,333
in Other Services (8,398 peers)
+6.3%
assets growth YoY

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

Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania vs every filed plan by assets

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

$7,413,970 Top 41% higher than 59% 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 the United Way of Southwestern Pennsylvania 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 the United Way of Southwestern Pennsylvania is a small filing (43 participants) on this national headcount ladder.

DOL schedule card

Filing strip 251043578 · The United Way of Southwestern Pennsylvania PY 2022 · Defined Benefit (Pension)

Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania · $7M · 43 · 59th

  • PHOTO $7M
  • IND 43
  • EOY 59th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Paducah Deactivation Project Usw Career Pension Plan for Appendix a Usw-Represented Employees
  • PCT ind #6333

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 Pennsylvania →

Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania in the asset neighbourhood

Paducah Deactivation Project Usw Career Pension Plan for Appendix a Usw-Represented EmployeesPaducah Deactivation Project…$7MAmerican Institute of Chemical Engineers Employees' Retirement PlanAmerican Institute of Chemic…$7MDefined Benefit Pension Plan of the United Way of Southwestern PennsylvaniaDefined Benefit Pension Plan…$7MCarnes Company Pension Plan$7MAmelia Peabody Foundation Pension PlanAmelia Peabody Foundation Pe…$7M
End-of-year total assets ($M) among Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

The United Way of Southwestern Pennsylvania multi-year asset trail

Sponsor-wide plan assets over time

All The United Way of Southwestern Pennsylvania plans reported in each filing year

Latest sponsor-wide plan assets
$11M 25.092863354110147% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $15.3M $11.5M ▼ -25.1%
Year Plans Participants Total Assets
2022 2 127 $15M
2023 2 127 $10M
2024 1 97 $11M

The United Way of Southwestern Pennsylvania filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$439K
Employer EIN251043578
Plan Effective Date1976-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania, Total assets ($B): 0.00741397 · Participants: 43Defined Benefit Pension Plan of the United Way of Southwestern PennsylvaniaNational Elevator Industry Pension Plan, Total assets ($B): 10.401485458 · Participants: 27097National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 5.908424468 · Participants: 52395Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.402519 · Participants: 63731The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.359207207 · Participants: 5314Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 4.968344232 · Participants: 8098The Bank of New York Mellon Corporation Pension Plan
Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania side-by-side with 3 peers →

Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Paducah Deactivation Project Usw Career Pension Plan for Appendix a Usw-Represented Employees in KY ($7M); by covered participants it is Unholtz-Dickie Corporation Retirement Plan in CT (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 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 the United Way of Southwestern Pennsylvania assets move in 2022? ▼
Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania grew at a solid clip - up 6.3% during 2022, from $7M to $7M. Reported net income was $439K.
How have The United Way of Southwestern Pennsylvania plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The United Way of Southwestern Pennsylvania's sponsor-wide assets declined 25.1%, from $15M to $11M.
Which Defined Benefit (Pension) plans are similar in size to Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Paducah Deactivation Project Usw Career Pension Plan for Appendix a Usw-Represented Employees in KY ($7M, 96 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Unholtz-Dickie Corporation Retirement Plan in CT (43 participants, $26M 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 251043578.

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.