Other · DOL Form 5500 · 2023

United Way of Greater Cincinnati Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
83
Participants Small participant base
55th
Percentile by assets National rank
$102,690
Avg per participant Below avg balance/head
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Official DOL plan name: United Way of Greater Cincinnati 403(b) Plan · Sponsored by United Way of Greater Cincinnati · Ohio · Other Services

$9M in assets, 83 participants

United Way of Greater Cincinnati's United Way of Greater Cincinnati 403(b) Plan reported $9M in total assets and 83 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #5,818 in Other Services (7,857 peers)

United Way of Greater Cincinnati multi-year trail

United Way of Greater Cincinnati's plans moved +10.5% in assets from 2022 to 2024; this filing shows United Way of Greater Cincinnati 403(b) Plan at $9M / 83 participants.

#5,818
in Other Services (7,857 peers)
+4.8%
assets growth YoY

United Way of Greater Cincinnati 403(b) Plan's mid-pack asset rank among Other Services and all filers

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

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

$8,523,308 Top 45% higher than 55% 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 Cincinnati 403(b) 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 Cincinnati 403(b) Plan is a small filing (83 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • United Way of Greater Cincinnati 403(b) Plan reported net income rose from -$3M in the plan year 2022 filing to $390K in the plan year 2023 filing.
  • United Way of Greater Cincinnati 403(b) Plan reported participants fell from 95 in the plan year 2022 filing to 83 in the plan year 2023 filing.
  • United Way of Greater Cincinnati 403(b) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 310537502 · United Way of Greater Cincinnati PY 2023 · Other

United Way of Greater Cincinnati 403(b) Plan · $9M · 83 · 55th

  • PHOTO $9M
  • PHOTO 83
  • PHOTO 55th
  • PHOTO Other
  • PHOTO near Creative Alternatives, Inc Employee Savings Plan
  • PHOTO ind #5818

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 Ohio →

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

Creative Alternatives, Inc Employee Savings PlanCreative Alternatives, Inc E…$9MKennedy Children's Center Retirement PlanKennedy Children's Center Re…$9MBoone Memorial Hospital 403(b) PlanBoone Memorial Hospital 403(…$9MUnited Way of Greater Cincinnati 403(b) PlanUnited Way of Greater Cincin…$9MPine Tree Legal Assistance Tax Sheltered Annuity PlanPine Tree Legal Assistance T…$9M
End-of-year total assets ($M) among United Way of Greater Cincinnati 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

United Way of Greater Cincinnati multi-year asset trail

Sponsor-wide plan assets over time

All United Way of Greater Cincinnati plans reported in each filing year

Latest sponsor-wide plan assets
$9M 10.544960970589935% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M 202220232024 $8.13M $8.99M ▲ +10.6%
Year Plans Participants Total Assets
2022 2 122 $8M
2023 1 83 $9M
2024 1 97 $9M

United Way of Greater Cincinnati filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$390K
Employer EIN310537502
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Ohio

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

United Way of Greater Cincinnati 403(b) Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants United Way of Greater Cincinnati 403(b) Plan, Total assets ($B): 0.008523308 · Participants: 83United Way of Greater Cincinnati 403(b) PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 7.50407015 · Participants: 54690Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 2.333422722 · Participants: 28604Ohiohealth Retirement Savings Plan 403(b)University Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 2.117502241 · Participants: 26534University Hospitals Health System 403(b) Matched Retirement Savings PlanFaculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.966936238 · Participants: 1840Faculty and Key Administrative Employee's Retirement Plan aChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.763228532 · Participants: 17941Children's Hospital Medical Center Employee Savings Plan
United Way of Greater Cincinnati 403(b) Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare United Way of Greater Cincinnati 403(b) Plan side-by-side with 3 peers →

United Way of Greater Cincinnati 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Creative Alternatives, Inc Employee Savings Plan in CA ($9M); by covered participants it is The Lakeview Employees' Tax Deferred Annuity Plan in MN (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 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 Cincinnati 403(b) Plan assets move in 2023? ▼
United Way of Greater Cincinnati 403(b) Plan edged up modestly - up 4.8% during 2023, from $8M to $9M. Reported net income was $390K.
How have United Way of Greater Cincinnati plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Way of Greater Cincinnati's sponsor-wide assets grew 10.5%, from $8M to $9M.
Which Other plans are similar in size to United Way of Greater Cincinnati 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Creative Alternatives, Inc Employee Savings Plan in CA ($9M, 181 participants).
Which Other plans cover a similar participant headcount to United Way of Greater Cincinnati 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is The Lakeview Employees' Tax Deferred Annuity Plan in MN (83 participants, $9M 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 310537502.

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.