Other · DOL Form 5500 · 2023

United Way of Central Alabama Inc Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
181
Participants Below avg headcount
50th
Percentile by assets National rank
$37,449
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for United Way of Central Alabama Inc · Sponsored by United Way of Central Alabama Inc · Alabama · Other Services

$7M in assets, 181 participants

United Way of Central Alabama Inc's 403(b) Thrift Plan for United Way of Central Alabama Inc reported $7M in total assets and 181 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #5,548 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, 403(b) Thrift Plan for United Way of Central Alabama Inc ranks #5,548 of 7,857 2023 filers by assets (296% of the sector average)-$7M for 181 participants.

#5,548
in Other Services (7,857 peers)
+33.0%
assets growth YoY

403(b) Thrift Plan for United Way of Central Alabama Inc's mid-pack asset rank among Other Services and all filers

403(b) Thrift Plan for United Way of Central Alabama Inc vs every filed plan by assets

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

$6,778,222 Top 50% higher than 50% 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

403(b) Thrift Plan for United Way of Central Alabama Inc among mid-size 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 United Way of Central Alabama Inc sits mid-pack in the medium band (181 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan for United Way of Central Alabama Inc reported net income rose from -$605K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • 403(b) Thrift Plan for United Way of Central Alabama Inc end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • 403(b) Thrift Plan for United Way of Central Alabama Inc reported participants rose from 170 in the plan year 2022 filing to 181 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 630288846 · United Way of Central Alabama Inc PY 2023 · Other

403(b) Thrift Plan for United Way of Central Alabama Inc · $7M · 181 · 50th

  • TYPE $7M
  • NET 181
  • BOOK 50th
  • VS-ST Other
  • BOY near Pathfinder Services Retirement Plan
  • SCH ind #5548

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 Alabama →

403(b) Thrift Plan for United Way of Central Alabama Inc in the asset neighbourhood

403(b) Thrift Plan for United Way of Central Alabama Inc403(b) Thrift Plan for Unite…$7MPathfinder Services Retirement PlanPathfinder Services Retireme…$7MEmployee Benefit of Plan Maine Association for Community Service ProvidersEmployee Benefit of Plan Mai…$7MMaranatha High School Tax Deferred 403(b)(7) PlanMaranatha High School Tax De…$7MVenture Together, Inc. 403(b) PlanVenture Together, Inc. 403(b…$7M
End-of-year total assets ($M) among 403(b) Thrift Plan for United Way of Central Alabama Inc and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN630288846
Plan Effective Date2009-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Way of Central Alabama Inc)

Sponsor-wide plan assets over time

All United Way of Central Alabama Inc plans reported in each filing year

Latest sponsor-wide plan assets
$20M 2.0940784013464797% vs 2022
2024 filing year
$16M$17M$18M$19M$20M$21M 202220232024 $19.7M $20.1M ▲ +2.1%
Year Plans Participants Total Assets
2022 2 306 $20M
2023 2 312 $17M
2024 2 346 $20M

Nearby Other Plans in Alabama

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

403(b) Thrift Plan for United Way of Central Alabama Inc vs. nearby Other plans in Alabama, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants 403(b) Thrift Plan for United Way of Central Alabama Inc, Total assets ($B): 0.006778222 · Participants: 181403(b) Thrift Plan for United Way of Central Alabama IncUniversity of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan, Total assets ($B): 1.369303126 · Participants: 4563University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity PlanDrummond Company, Inc. Savings Plan for Salaried Employees, Total assets ($B): 0.119179693 · Participants: 451Drummond Company, Inc. Savings Plan for Salaried EmployeesSamford University 403(b) Salary Deferral and Defined Contribution Plan, Total assets ($B): 0.108027518 · Participants: 1619Samford University 403(b) Salary Deferral and Defined Contribution PlanUab Medicine Enterprise 403(b) Retirement Plan, Total assets ($B): 0.08743911 · Participants: 543Uab Medicine Enterprise 403(b) Retirement PlanBirmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan, Total assets ($B): 0.084866155 · Participants: 464Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan
403(b) Thrift Plan for United Way of Central Alabama Inc vs. nearby Other plans in Alabama, assets vs. participants
Compare 403(b) Thrift Plan for United Way of Central Alabama Inc side-by-side with 3 peers →

403(b) Thrift Plan for United Way of Central Alabama Inc's out-of-state Other peers by assets and headcount

Outside Alabama, the nearest Other by assets is Pathfinder Services Retirement Plan in IN ($7M); by covered participants it is Miss Porter's School 403(b) Retirement Plan in CT (181 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (181 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 403(b) Thrift Plan for United Way of Central Alabama Inc assets move in 2023? ▼
403(b) Thrift Plan for United Way of Central Alabama Inc surged - up 33.0% during 2023, from $5M to $7M. Reported net income was $2M.
How have United Way of Central Alabama Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Way of Central Alabama Inc's sponsor-wide assets grew 2.1%, from $20M to $20M.
Which Other plans are similar in size to 403(b) Thrift Plan for United Way of Central Alabama Inc? ▼
Among Other plans in other states, the closest by assets is Pathfinder Services Retirement Plan in IN ($7M, 387 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan for United Way of Central Alabama Inc? ▼
Among Other plans in other states, the closest by covered participants is Miss Porter's School 403(b) Retirement Plan in CT (181 participants, $54M 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 630288846.

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.