Other · DOL Form 5500 · 2023
United Way of Metropolitan Dallas, Inc. Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 85
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $101,793
- Avg per participant Below avg balance/head
Official DOL plan name: 403(b) Savings Plan for United Way of Metropolitan Dallas, Inc. · Sponsored by United Way of Metropolitan Dallas, Inc. · Texas · Other Services
$9M in assets, 85 participants
United Way of Metropolitan Dallas, Inc.'s 403(b) Savings Plan for United Way of Metropolitan Dallas, Inc. reported $9M in total assets and 85 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.
- #5,833 in Other Services (7,857 peers)
United Way of Metropolitan Dallas, Inc. multi-year trail
United Way of Metropolitan Dallas, Inc.'s plans moved +14.2% in assets from 2022 to 2024; this filing shows 403(b) Savings Plan for United Way of Metropolitan Dallas, Inc. at $9M / 85 participants.
- #5,833
- in Other Services (7,857 peers)
- +18.2%
- assets growth YoY
403(b) Savings Plan for United Way of Metropolitan Dallas, Inc.'s mid-pack asset rank among Other Services and all filers
403(b) Savings Plan for United Way of Metropolitan Dallas, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,652,375 Top 45% higher than 55% 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) Savings Plan for United Way of Metropolitan Dallas, 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) Savings Plan for United Way of Metropolitan Dallas, Inc. is a small filing (85 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Savings Plan for United Way of Metropolitan Dallas, Inc. reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- 403(b) Savings Plan for United Way of Metropolitan Dallas, Inc. end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- 403(b) Savings Plan for United Way of Metropolitan Dallas, Inc. reported participants rose from 78 in the plan year 2022 filing to 85 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 756005352 · United Way of Metropolitan Dallas, Inc. PY 2023 · Other
403(b) Savings Plan for United Way of Metropolitan Dallas, Inc. · $9M · 85 · 55th
- PART $9M
- TYPE 85
- NET 55th
- BOOK Other
- VS-ST near Chattanooga Christian School 403(b) Plan
- BOY ind #5833
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 Texas →
403(b) Savings Plan for United Way of Metropolitan Dallas, Inc. in the asset neighbourhood
United Way of Metropolitan Dallas, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All United Way of Metropolitan Dallas, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 14.203672191493835% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 78 | $7M |
| 2023 | 1 | 85 | $9M |
| 2024 | 1 | 83 | $8M |
United Way of Metropolitan Dallas, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 756005352 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $2.8B · 30,949
- The Tax Sheltered Annuity Plan of the Methodist Hospital $2.5B · 29,975
- Baylor College of Medicine Section 403b $1.9B · 12,679
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $1.8B · 15,456
- Southwest Research Institute Retirement Plan $1.5B · 2,831
403(b) Savings Plan for United Way of Metropolitan Dallas, Inc.'s out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Chattanooga Christian School 403(b) Plan in TN ($9M); by covered participants it is Hillbrook School Defined Contribution Retirement Plan in CA (85 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (85 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.