Defined Benefit (Pension) · DOL Form 5500 · 2022

United Way of the Bay Area Pension Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
6
Participants Small participant base
68th
Percentile by assets National rank
$2.0M
Avg per participant High balance/head
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Official DOL plan name: Pension Plan of United Way of the Bay Area · Sponsored by United Way of the Bay Area · California · Other Services

$12M in assets, 6 participants

United Way of the Bay Area's Pension Plan of United Way of the Bay Area reported $12M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #6,846 in Other Services (8,398 peers)

United Way of the Bay Area multi-year trail

United Way of the Bay Area's plans moved -30.2% in assets from 2022 to 2024; this filing shows Pension Plan of United Way of the Bay Area at $12M / 6 participants.

#6,846
in Other Services (8,398 peers)
+4.4%
assets growth YoY

Pension Plan of United Way of the Bay Area's outsized position by total assets

Pension Plan of United Way of the Bay Area vs every filed plan by assets

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

$11,706,325 Top 32% higher than 68% 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 of United Way of the Bay Area among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan of United Way of the Bay Area is a micro filing (6 participants), the leftmost band.

Published 5500 schedule card

Filing strip 941312348 · United Way of the Bay Area PY 2022 · Defined Benefit (Pension)

Pension Plan of United Way of the Bay Area · $12M · 6 · 68th

  • TYPE $12M
  • NET 6
  • BOOK 68th
  • VS-ST Defined Benefit (Pension)
  • BOY near Pension Plan for Employees of Robinson Industries, Inc.
  • SCH ind #6846

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 of United Way of the Bay Area in the asset neighbourhood

Hospital General Menonita Employees' Pension PlanHospital General Menonita Em…$12MPension Plan of United Way of the Bay AreaPension Plan of United Way o…$12MPension Plan for Employees of Robinson Industries, Inc.Pension Plan for Employees o…$12MWhitehall Company Ltd. Pension TrustWhitehall Company Ltd. Pensi…$12MSuffolk Federal Credit Union and Credit Union Services LLC Cash Balance Retirement Pension PlanSuffolk Federal Credit Union…$12M
End-of-year total assets ($M) among Pension Plan of United Way of the Bay Area and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

United Way of the Bay Area multi-year asset trail

Sponsor-wide plan assets over time

All United Way of the Bay Area plans reported in each filing year

Latest sponsor-wide plan assets
$15M 30.218088734193287% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $21.3M $14.9M ▼ -30.2%
Year Plans Participants Total Assets
2022 2 6 $21M
2023 2 74 $14M
2024 2 69 $15M

United Way of the Bay Area filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$491K
Employer EIN941312348
Plan Effective Date1979-04-01
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 of United Way of the Bay Area vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Pension Plan of United Way of the Bay Area, Total assets ($B): 0.011706325 · Participants: 6Pension Plan of United Way of the Bay AreaKaiser 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 of United Way of the Bay Area vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Pension Plan of United Way of the Bay Area side-by-side with 3 peers →

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

Outside California, the nearest Defined Benefit (Pension) by assets is Pension Plan for Employees of Robinson Industries, Inc. in MI ($12M); by covered participants it is Wuiteng Koh, Dds, Ms, Ps Defined Benefit Plan in WA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 of United Way of the Bay Area assets move in 2022? ▼
Pension Plan of United Way of the Bay Area edged up modestly - up 4.4% during 2022, from $11M to $12M. Reported net income was $491K.
How have United Way of the Bay Area plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Way of the Bay Area's sponsor-wide assets declined 30.2%, from $21M to $15M.
Which Defined Benefit (Pension) plans are similar in size to Pension Plan of United Way of the Bay Area? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Employees of Robinson Industries, Inc. in MI ($12M, 44 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan of United Way of the Bay Area? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Wuiteng Koh, Dds, Ms, Ps Defined Benefit Plan in WA (6 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 941312348.

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.