Other · DOL Form 5500 · 2022

United Way of Greater Cleveland Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
121
Participants Small participant base
56th
Percentile by assets National rank
$53,142
Avg per participant Low balance/head
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Official DOL plan name: United Way of Greater Cleveland 403(b) Retirement Plan · Sponsored by United Way of Greater Cleveland · Ohio · Other Services

$6M in assets, 121 participants

United Way of Greater Cleveland's United Way of Greater Cleveland 403(b) Retirement Plan reported $6M in total assets and 121 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #6,141 in Other Services (8,398 peers)

Coverage in Ohio

United Way of Greater Cleveland 403(b) Retirement Plan covers 121 participants in Ohio, about 16% of the average Ohio filer (state average ~765 per filing). Assets: $6M.

#6,141
in Other Services (8,398 peers)
-12.1%
assets change YoY

The plan reported a net loss of $884K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

United Way of Greater Cleveland 403(b) Retirement Plan's mid-pack asset rank among Other Services and all filers

United Way of Greater Cleveland 403(b) Retirement Plan vs every filed plan by assets

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

$6,430,156 Top 44% higher than 56% 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

United Way of Greater Cleveland 403(b) Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Way of Greater Cleveland 403(b) Retirement Plan sits mid-pack in the medium band (121 participants).

DOL schedule card

Filing strip 346516654 · United Way of Greater Cleveland PY 2022 · Other

United Way of Greater Cleveland 403(b) Retirement Plan · $6M · 121 · 56th

  • PART $6M
  • TYPE 121
  • NET 56th
  • BOOK Other
  • VS-ST near 403(b) Thrift Plan for Employees of P.L.U.S. Group Homes, Inc.
  • BOY ind #6141

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 →

United Way of Greater Cleveland 403(b) Retirement Plan in the asset neighbourhood

Area Storage & Transfer Inc. Prevailing Wage PlanArea Storage & Transfer Inc.…$6MUnited Way of Greater Cleveland 403(b) Retirement PlanUnited Way of Greater Clevel…$6M403(b) Thrift Plan for Employees of P.L.U.S. Group Homes, Inc.403(b) Thrift Plan for Emplo…$6MAroostook County Action Program Tax Sheltered Retirement PlanAroostook County Action Prog…$6MMental Health Association, Inc. 403(b) Retirement PlanMental Health Association, I…$6M
End-of-year total assets ($M) among United Way of Greater Cleveland 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$884K
Employer EIN346516654
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Way of Greater Cleveland)

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

Nearby Other Plans in Ohio

Peer Other plans, same state, same plan type, ranked by total assets.

United Way of Greater Cleveland 403(b) Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants United Way of Greater Cleveland 403(b) Retirement Plan, Total assets ($B): 0.006430156 · Participants: 121United Way of Greater Cleveland 403(b) Retirement PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 6.316931325 · Participants: 51726Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 1.923731981 · Participants: 28462Ohiohealth Retirement Savings Plan 403(b)Faculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.790404181 · Participants: 1780Faculty and Key Administrative Employee's Retirement Plan aUniversity Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 1.748204777 · Participants: 23582University Hospitals Health System 403(b) Matched Retirement Savings PlanChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.447284371 · Participants: 12987Children's Hospital Medical Center Employee Savings Plan
United Way of Greater Cleveland 403(b) Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare United Way of Greater Cleveland 403(b) Retirement Plan side-by-side with 3 peers →

United Way of Greater Cleveland 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is 403(b) Thrift Plan for Employees of P.L.U.S. Group Homes, Inc. in NY ($6M); by covered participants it is Pomona Community Health Center 403(b) Plan in CA (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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 United Way of Greater Cleveland 403(b) Retirement Plan assets move in 2022? ▼
United Way of Greater Cleveland 403(b) Retirement Plan pulled back noticeably - down 12.1% during 2022, from $7M to $6M. Reported net income was -$884K.
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 Other plans are similar in size to United Way of Greater Cleveland 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan for Employees of P.L.U.S. Group Homes, Inc. in NY ($6M, 614 participants).
Which Other plans cover a similar participant headcount to United Way of Greater Cleveland 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Pomona Community Health Center 403(b) Plan in CA (121 participants, $3M 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.