Defined Benefit (Pension) · DOL Form 5500 · 2023
Catawba County United Way, Inc. Pension Plan
Data updated 2026-08-25
- $74K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 5th
- Percentile by assets National rank
- $18,512
- Avg per participant Low balance/head
Official DOL plan name: Catawba County United Way Profit Sharing Plan · Sponsored by Catawba County United Way, Inc. · North Carolina · Other Services
$74K in assets, 4 participants
Catawba County United Way, Inc.'s Catawba County United Way Profit Sharing Plan reported $74K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 5th 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.
- #809 in Other Services (7,857 peers)
Catawba County United Way, Inc. multi-year trail
Catawba County United Way, Inc.'s plans moved -21.8% in assets from 2022 to 2024; this filing shows Catawba County United Way Profit Sharing Plan at $74K / 4 participants.
- #809
- in Other Services (7,857 peers)
- -40.3%
- assets change YoY
The plan reported a net loss of $50K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Catawba County United Way Profit Sharing Plan among the smaller filed plans by assets
Catawba County United Way Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$74,048 5th percentile higher than 5% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Catawba County United Way Profit Sharing Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Catawba County United Way Profit Sharing Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Catawba County United Way Profit Sharing Plan reported net income fell from -$835 in the plan year 2022 filing to -$50K in the plan year 2023 filing.
- Catawba County United Way Profit Sharing Plan reported participants rose from 2 in the plan year 2022 filing to 4 in the plan year 2023 filing.
- Catawba County United Way Profit Sharing Plan end-of-year assets fell from $124K in the plan year 2022 filing to $74K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 560774714 · Catawba County United Way, Inc. PY 2023 · Defined Benefit (Pension)
Catawba County United Way Profit Sharing Plan · $74K · 4 · 5th
- VS-ST $74K
- BOY 4
- SCH 5th
- EBSA Defined Benefit (Pension)
- PART near Lafargeholcim US Pension Plan
- TYPE ind #809
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 North Carolina →
Catawba County United Way Profit Sharing Plan in the asset neighbourhood
Catawba County United Way, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Catawba County United Way, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $97K 21.812700024990527% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $124K |
| 2023 | 1 | 4 | $74K |
| 2024 | 1 | 5 | $97K |
Catawba County United Way, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $124K |
|---|---|
| Net Assets (End of Year) | $74K |
| Net Income | -$50K |
| Employer EIN | 560774714 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in North Carolina
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Honeywell Retirement Earnings Plan $16.6B · 11,145
- Truist Financial Corporation Pension Plan $14.6B · 45,818
- Duke Energy Retirement Cash Balance Plan $4.0B · 14,485
- Duke Energy Legacy Pension Plan $3.4B · 371
- Employees' Retirement Plan of Duke University $2.6B · 21,020
Catawba County United Way Profit Sharing Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Lafargeholcim US Pension Plan in MI ($74K); by covered participants it is Ship Wheel Retirement Fund and Trust in MA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($74K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 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.