Profit Sharing · DOL Form 5500 · 2023

United Way of Greater St. Louis, Inc. Profit Sharing Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
123
Participants Small participant base
56th
Percentile by assets National rank
$72,511
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: 403(b) Plan for United Way of Greater St. Louis, Inc. · Sponsored by United Way of Greater St. Louis, Inc. · Missouri · Other Services

$9M in assets, 123 participants

United Way of Greater St. Louis, Inc.'s 403(b) Plan for United Way of Greater St. Louis, Inc. reported $9M in total assets and 123 participants in its 2023 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.

  • #5,861 in Other Services (7,857 peers)

Coverage in Missouri

403(b) Plan for United Way of Greater St. Louis, Inc. covers 123 participants in Missouri, about 17% of the average Missouri filer (state average ~737 per filing). Assets: $9M.

#5,861
in Other Services (7,857 peers)
+16.1%
assets growth YoY

403(b) Plan for United Way of Greater St. Louis, Inc.'s mid-pack asset rank among Other Services and all filers

403(b) Plan for United Way of Greater St. Louis, Inc. vs every filed plan by assets

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

$8,918,821 Top 44% higher than 56% 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

403(b) Plan for United Way of Greater St. Louis, Inc. 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. 403(b) Plan for United Way of Greater St. Louis, Inc. sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Plan for United Way of Greater St. Louis, Inc. reported net income rose from -$633K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • 403(b) Plan for United Way of Greater St. Louis, Inc. end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • 403(b) Plan for United Way of Greater St. Louis, Inc. reported participants fell from 132 in the plan year 2022 filing to 123 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 430714167 · United Way of Greater St. Louis, Inc. PY 2023 · Profit Sharing

403(b) Plan for United Way of Greater St. Louis, Inc. · $9M · 123 · 56th

  • BOY $9M
  • BOY 123
  • BOY 56th
  • BOY Profit Sharing
  • BOY near Franz Construction, Inc. Retirement Plan
  • BOY ind #5861

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 Missouri →

403(b) Plan for United Way of Greater St. Louis, Inc. in the asset neighbourhood

403(b) Plan for United Way of Greater St. Louis, Inc.403(b) Plan for United Way o…$9MFranz Construction, Inc. Retirement PlanFranz Construction, Inc. Ret…$9MFabrikant International Profit Sharing PlanFabrikant International Prof…$9MJames a. Brown, M.D., P.C. Profit Sharing Plan & TrustJames a. Brown, M.D., P.C. P…$9MMarshes Medical Diagnostic Clinic PC Profit Sharing PlanMarshes Medical Diagnostic C…$9M
End-of-year total assets ($M) among 403(b) Plan for United Way of Greater St. Louis, Inc. and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN430714167
Plan Effective Date1974-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Way of Greater St. Louis, Inc.)

Sponsor-wide plan assets over time

All United Way of Greater St. Louis, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 1.2924146859765517% vs 2022
2024 filing year
$21.5M$22M$22.5M$23M$23.5M$24M 202220232024 $21.8M $22.1M ▲ +1.3%
Year Plans Participants Total Assets
2022 2 182 $22M
2023 2 161 $23M
2024 2 175 $22M

Nearby Profit Sharing Plans in Missouri

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

403(b) Plan for United Way of Greater St. Louis, Inc. vs. nearby Profit Sharing plans in Missouri, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.5 Total assets ($B) Participants 403(b) Plan for United Way of Greater St. Louis, Inc., Total assets ($B): 0.008918821 · Participants: 123403(b) Plan for United Way of Greater St. Louis, Inc.Boilermakers National Annuity Trust, Total assets ($B): 1.250463263 · Participants: 18088Boilermakers National Annuity TrustProfit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co., Total assets ($B): 0.584751191 · Participants: 3940Profit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co.Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust, Total assets ($B): 0.396974618 · Participants: 3749Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & TrustI. B. E. W. Local Union No. 124 Annuity Plan, Total assets ($B): 0.394489511 · Participants: 3338I. B. E. W. Local Union No. 124 Annuity PlanIron Workers St. Louis District Council Annuity Trust Fund, Total assets ($B): 0.363398354 · Participants: 4927Iron Workers St. Louis District Council Annuity Trust Fund
403(b) Plan for United Way of Greater St. Louis, Inc. vs. nearby Profit Sharing plans in Missouri, assets vs. participants
Compare 403(b) Plan for United Way of Greater St. Louis, Inc. side-by-side with 3 peers →

403(b) Plan for United Way of Greater St. Louis, Inc.'s out-of-state Profit Sharing peers by assets and headcount

Outside Missouri, the nearest Profit Sharing by assets is Franz Construction, Inc. Retirement Plan in MT ($9M); by covered participants it is Triton Restaurants Employees Profit Sharing Plan and Trust in NC (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 403(b) Plan for United Way of Greater St. Louis, Inc. assets move in 2023? ▼
403(b) Plan for United Way of Greater St. Louis, Inc. grew sharply - up 16.1% during 2023, from $8M to $9M. Reported net income was $1M.
How have United Way of Greater St. Louis, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Way of Greater St. Louis, Inc.'s sponsor-wide assets grew 1.3%, from $22M to $22M.
Which Profit Sharing plans are similar in size to 403(b) Plan for United Way of Greater St. Louis, Inc.? ▼
Among Profit Sharing plans in other states, the closest by assets is Franz Construction, Inc. Retirement Plan in MT ($9M, 42 participants).
Which Profit Sharing plans cover a similar participant headcount to 403(b) Plan for United Way of Greater St. Louis, Inc.? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Triton Restaurants Employees Profit Sharing Plan and Trust in NC (123 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 430714167.

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.