Profit Sharing · DOL Form 5500 · 2023

United Way of Greater Kingsport, Inc Profit Sharing Plan

Data updated 2026-08-25

$371K
Total assets Small plan by assets
20
Participants Small participant base
15th
Percentile by assets National rank
$18,560
Avg per participant Low balance/head
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Official DOL plan name: United Way of Greater Kingsport 403(b) Retirement Plan · Sponsored by United Way of Greater Kingsport, Inc · Tennessee · Other Services

$371K in assets, 20 participants

United Way of Greater Kingsport, Inc's United Way of Greater Kingsport 403(b) Retirement Plan reported $371K in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #2,642 in Other Services (7,857 peers)

United Way of Greater Kingsport, Inc multi-year trail

United Way of Greater Kingsport, Inc's plans moved +40.9% in assets from 2022 to 2024; this filing shows United Way of Greater Kingsport 403(b) Retirement Plan at $371K / 20 participants.

#2,642
in Other Services (7,857 peers)
+21.0%
assets growth YoY

United Way of Greater Kingsport 403(b) Retirement Plan among the smaller filed plans by assets

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

End-of-year total assets · plan year 2023 · DOL Form 5500

$371,205 15th percentile higher than 15% of 127,068 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 2023

United Way of Greater Kingsport 403(b) Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Way of Greater Kingsport 403(b) Retirement Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • United Way of Greater Kingsport 403(b) Retirement Plan reported net income rose from -$39K in the plan year 2022 filing to $64K in the plan year 2023 filing.
  • United Way of Greater Kingsport 403(b) Retirement Plan end-of-year assets rose from $307K in the plan year 2022 filing to $371K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 620481461 · United Way of Greater Kingsport, Inc PY 2023 · Profit Sharing

United Way of Greater Kingsport 403(b) Retirement Plan · $371K · 20 · 15th

  • PART $371K
  • PART 20
  • PART 15th
  • PART Profit Sharing
  • PART near Arnaldo Cruz Igartua Retirement Plan
  • PART ind #2642

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 Tennessee →

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

United Way of Greater Kingsport 403(b) Retirement PlanUnited Way of Greater Kingsp…$371KArnaldo Cruz Igartua Retirement PlanArnaldo Cruz Igartua Retirem…$371KLuis a. Acaba Sifontes Retirement PlanLuis a. Acaba Sifontes Retir…$371KThe Contractors Retirement PlanThe Contractors Retirement P…$371KDenis Holdings, Inc. Retirement PlanDenis Holdings, Inc. Retirem…$372K
End-of-year total assets ($M) among United Way of Greater Kingsport 403(b) Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

United Way of Greater Kingsport, Inc multi-year asset trail

Sponsor-wide plan assets over time

All United Way of Greater Kingsport, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$432K 40.90331410695083% vs 2022
2024 filing year
$0.25M$0.3M$0.35M$0.4M$0.45M 202220232024 $0.31M $0.43M ▲ +38.7%
Year Plans Participants Total Assets
2022 1 20 $307K
2023 1 20 $371K
2024 1 21 $432K

United Way of Greater Kingsport, Inc filing trail (2023)

Total Assets (Beginning of Year)$307K
Net Assets (End of Year)$371K
Net Income$64K
Employer EIN620481461
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Tennessee

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

United Way of Greater Kingsport 403(b) Retirement Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -2000200400600 Total assets ($M) Participants United Way of Greater Kingsport 403(b) Retirement Plan, Total assets ($M): 0.371205 · Participants: 20United Way of Greater Kingsport 403(b) Retirement PlanBallad Health 401(a) Plan, Total assets ($M): 478.135258 · Participants: 5420Ballad Health 401(a) PlanShreveport Electrical Industry Profit Sharing Plan, Total assets ($M): 87.734816 · Participants: 494Shreveport Electrical Industry Profit Sharing PlanNew Orleans Electrical Annuity Plan, Total assets ($M): 77.298273 · Participants: 1475New Orleans Electrical Annuity PlanUlps Employee Savings Plan, Total assets ($M): 66.606114 · Participants: 237Ulps Employee Savings PlanGerber/Taylor Capital Advisors Profit Sharing Plan, Total assets ($M): 45.840819 · Participants: 40Gerber/Taylor Capital Advisors Profit Sharing Plan
United Way of Greater Kingsport 403(b) Retirement Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants

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

Outside Tennessee, the nearest Profit Sharing by assets is Arnaldo Cruz Igartua Retirement Plan in PR ($371K); by covered participants it is Qrc Group Retirement Plan in PR (20 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($371K here).

Similar participant headcount

Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did United Way of Greater Kingsport 403(b) Retirement Plan assets move in 2023?
United Way of Greater Kingsport 403(b) Retirement Plan grew sharply - up 21.0% during 2023, from $307K to $371K. Reported net income was $64K.
How have United Way of Greater Kingsport, Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), United Way of Greater Kingsport, Inc's sponsor-wide assets grew 40.9%, from $307K to $432K.
Where does United Way of Greater Kingsport 403(b) Retirement Plan rank by assets among Form 5500 filers?
United Way of Greater Kingsport 403(b) Retirement Plan ranks in the 15th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to United Way of Greater Kingsport 403(b) Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Arnaldo Cruz Igartua Retirement Plan in PR ($371K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to United Way of Greater Kingsport 403(b) Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Qrc Group Retirement Plan in PR (20 participants, $80K in assets).