Defined Benefit (Pension) · DOL Form 5500 · 2023
Catawba County United Way, Inc. Pension Plan
Data updated 2026-08-11
- $74K
- Total assets
- 4
- Participants
- 5th
- Percentile by assets
- $18,512
- Avg per participant
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.
- 5th percentile by assets (of 127,072 plans)
- #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.
- $74K
- total plan assets (2023 EOY)
- 4
- covered participants
- 5th
- percentile by assets (of 127,072 plans)
- $18,512
- avg assets per participant
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.
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.
Catawba County United Way, Inc. across 3 plan years on file
Across the 3 plan years Catawba County United Way, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $124K to $97K, a decline of 21.8%, while reported participants moved from 2 to 5 (+150.0%). Peak year by sponsor assets: 2022 ($124K); trough: 2023 ($74K).
Catawba County United Way, Inc. multi-year asset trail
| 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.
Catawba County United Way Profit Sharing Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Catawba County United Way Profit Sharing Plan by total assets, not by location.
- Lafargeholcim US Pension Plan (MI) $74K · 1,442
- Wang Laboratories, Inc. Pension Plan (FL) $74K · N/A
- The Retirement Plan for Employees of Massachusetts Envelope Company (MA) $74K · N/A
- Milk & Ice Cream Industry Dairy Employees Union Pen. Pln. (OH) $76K · N/A
Frequently Asked Questions
How did Catawba County United Way Profit Sharing Plan assets move in 2023? ▼
How have Catawba County United Way, Inc. plan assets changed over time? ▼
Where does Catawba County United Way Profit Sharing Plan rank by assets among Form 5500 filers? ▼
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Next read for Catawba County United Way Profit Sharing…
Multi-year trail
Ways to act on Catawba County United Way Profit Sharing Plan's numbers.
- By total assets, Catawba County United Way Profit Sharing Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in North Carolina. Compare plans
- Catawba County United Way, Inc.'s sponsor-wide assets have declined 21.8% since 2022 across 3 plan years on file. More Other Services plans