401(k) · DOL Form 5500 · 2023

United Way of Greater Milwaukee and Waukesha County, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets: 86
Participants Small participant base: 69th
Percentile by assets National rank: $192,433
Avg per participant Above avg balance/head

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Official DOL plan name: 403(b) Thrift Plan for Employees of United Way of Greater Milwaukee and Waukesha County, Inc. · Sponsored by United Way of Greater Milwaukee and Waukesha County, Inc. · Wisconsin · Healthcare & Social Assistance

$17M in assets, 86 participants

United Way of Greater Milwaukee and Waukesha County, Inc.'s 403(b) Thrift Plan for Employees of United Way of Greater Milwaukee and Waukesha County, Inc. reported $17M in total assets and 86 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

#13,077 in Healthcare & Social Assistance (17,684 peers)

United Way of Greater Milwaukee and Waukesha County, Inc. multi-year trail

United Way of Greater Milwaukee and Waukesha County, Inc.'s plans moved +28.2% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan for Employees of United Way of Greater Milwaukee and Waukesha County, Inc. at $17M / 86 participants.

#13,077
in Healthcare & Social Assistance (17,684 peers): +15.5%
assets growth YoY

403(b) Thrift Plan for Employees of United Way of Greater Milwaukee and Waukesha County, Inc.'s outsized position by total assets

403(b) Thrift Plan for Employees of United Way of Greater Milwaukee and Waukesha County, Inc. vs every filed plan by assets

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

$16,549,232 Top 31% higher than 69% 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

403(b) Thrift Plan for Employees of United Way of Greater Milwaukee and Waukesha County, Inc. among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan for Employees of United Way of Greater Milwaukee and Waukesha County, Inc. is a small filing (86 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

403(b) Thrift Plan for Employees of United Way of Greater Milwaukee and Waukesha County, Inc. reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
403(b) Thrift Plan for Employees of United Way of Greater Milwaukee and Waukesha County, Inc. end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
403(b) Thrift Plan for Employees of United Way of Greater Milwaukee and Waukesha County, Inc. reported participants rose from 80 in the plan year 2022 filing to 86 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 390806190 · United Way of Greater Milwaukee and Waukesha County, Inc. PY 2023 · 401(k)

403(b) Thrift Plan for Employees of United Way of Greater Milwaukee and Waukesha County, Inc. · $17M · 86 · 69th

EIN $17M
RANK 86
PHOTO 69th
IND 401(k)
EOY near Broken Arrow Electric Supply Co., Inc. 401(k) Plan
5500 ind #13077

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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of United Way of Greater Milwaukee and Waukesha County, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

United Way of Greater Milwaukee and Waukesha County, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $18M 28.167795058013105% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	80	$14M
2023	1	86	$17M
2024	1	85	$18M

United Way of Greater Milwaukee and Waukesha County, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$14M
Net Assets (End of Year)	$17M
Net Income	$2M
Employer EIN	390806190
Plan Effective Date	1991-05-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

403(b) Thrift Plan for Employees of United Way of Greater Milwaukee and Waukesha County, Inc. vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $9.1B · 76,956
Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
Fiserv 401(k) Savings Plan $4.8B · 25,280
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
Rockwell Automation Retirement Savings Plan $3.6B · 8,877

Compare 403(b) Thrift Plan for Employees of United Way of Greater Milwaukee and Waukesha County, Inc. side-by-side with 3 peers →

403(b) Thrift Plan for Employees of United Way of Greater Milwaukee and Waukesha County, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Broken Arrow Electric Supply Co., Inc. 401(k) Plan in OK ($17M); by covered participants it is Digestive Health Clinic, LLC 401(k) Profit Sharing Plan in ID (86 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Broken Arrow Electric Supply Co., Inc. 401(k) Plan (OK) $17M · 143
Blue Foundry Bank 401(k) Plan (NJ) $17M · 195
Ourisman Automotive 401(k) Plan (MD) $17M · 654
Lake Champlain Transportation Co. 401(k) Savings Plan (VT) $17M · 126

Similar participant headcount

Nearest other-state filings by covered participants (86 participants); asset peers above are excluded.

Digestive Health Clinic, LLC 401(k) Profit Sharing Plan (ID) 86 · 0 off
Barbeques Galore 401(k) Plan (CA) 86 · 0 off
U.S. Bottlers 401(k) Profit Sharing Plan (NC) 86 · 0 off
Watsonville Coast Produce, Inc. Profit Sharing & 401(k) Plan (CA) 86 · 0 off

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) Thrift Plan for Employees of United Way of Greater Milwaukee and Waukesha County, Inc. assets move in 2023? ▼

403(b) Thrift Plan for Employees of United Way of Greater Milwaukee and Waukesha County, Inc. grew sharply - up 15.5% during 2023, from $14M to $17M. Reported net income was $2M.

How have United Way of Greater Milwaukee and Waukesha County, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), United Way of Greater Milwaukee and Waukesha County, Inc.'s sponsor-wide assets grew 28.2%, from $14M to $18M.

Which 401(k) plans are similar in size to 403(b) Thrift Plan for Employees of United Way of Greater Milwaukee and Waukesha County, Inc.? ▼

Among 401(k) plans in other states, the closest by assets is Broken Arrow Electric Supply Co., Inc. 401(k) Plan in OK ($17M, 143 participants).

Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of United Way of Greater Milwaukee and Waukesha County, Inc.? ▼

Among 401(k) plans in other states, the closest by covered participants is Digestive Health Clinic, LLC 401(k) Profit Sharing Plan in ID (86 participants, $14M 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 390806190.