Defined Benefit (Pension) · DOL Form 5500 · 2023
United Way of Central Iowa Pension Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 109
- Participants Small participant base
Official DOL plan name: United Way of Central Ia Retirement Plan · Sponsored by United Way of Central Iowa · Iowa · Other Services
N/A in assets, 109 participants
United Way of Central Iowa's United Way of Central Ia Retirement Plan reported N/A in total assets and 109 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in Iowa
United Way of Central Ia Retirement Plan covers 109 participants in Iowa, about 18% of the average Iowa filer (state average ~609 per filing). Assets: N/A.
- -$50M
- reported net income
The plan reported a net loss of $50M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
United Way of Central Ia Retirement Plan among mid-size 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 Central Ia Retirement Plan sits mid-pack in the medium band (109 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United Way of Central Ia Retirement Plan reported net income fell from -$19M in the plan year 2022 filing to -$50M in the plan year 2023 filing.
- United Way of Central Ia Retirement Plan reported participants fell from 112 in the plan year 2022 filing to 109 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 420680425 · United Way of Central Iowa PY 2023 · Defined Benefit (Pension)
United Way of Central Ia Retirement Plan · N/A · 109
- BOY N/A
- SCH 109
- EBSA PY 2023
- PART Defined Benefit (Pension)
- TYPE near The Glenmede Corporation Retirement Plan
- NET -$50M
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 Iowa →
Iowa filing particulars
| Total Assets (Beginning of Year) | $50M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$50M |
| Employer EIN | 420680425 |
| Plan Effective Date | 1968-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Way of Central Iowa)
Sponsor-wide plan assets over time
All United Way of Central Iowa plans reported in each filing year
- Latest sponsor-wide plan assets
- $33M 56.92185373589416% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 813 | $77M |
| 2023 | 2 | 829 | $31M |
| 2024 | 1 | 694 | $33M |
Nearby Defined Benefit (Pension) Plans in Iowa
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Transamerica Pension Plan $2.3B · 6,519
- Principal Cash Balance Plan $1.7B · 12,492
- Midamerican Energy Company Retirement Plan $516M · 3,002
- Employers Mutual Casualty Company Retirement Plan $347M · 1,835
- Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc. $297M · 1,474
United Way of Central Ia Retirement Plan's closest out-of-state Defined Benefit (Pension) peers by headcount
Outside Iowa, the nearest Defined Benefit (Pension) by covered participants is The Glenmede Corporation Retirement Plan in PA (109 participants; this filing: 109 participants).
Similar participant headcount
Nearest other-state filings by covered participants (109 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.