Defined Benefit (Pension) · DOL Form 5500 · 2023

United Way of Greater Atlanta, Inc. Pension Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
60
Participants Small participant base
68th
Percentile by assets National rank
$267,053
Avg per participant High balance/head
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Official DOL plan name: The Pension Plan of United Way of Greater Atlanta, Inc. · Sponsored by United Way of Greater Atlanta, Inc. · Georgia · Other Services

$16M in assets, 60 participants

United Way of Greater Atlanta, Inc.'s The Pension Plan of United Way of Greater Atlanta, Inc. reported $16M in total assets and 60 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #6,480 in Other Services (7,857 peers)

United Way of Greater Atlanta, Inc. multi-year trail

United Way of Greater Atlanta, Inc.'s plans moved +25.9% in assets from 2022 to 2024; this filing shows The Pension Plan of United Way of Greater Atlanta, Inc. at $16M / 60 participants.

#6,480
in Other Services (7,857 peers)
+13.6%
assets growth YoY

The Pension Plan of United Way of Greater Atlanta, Inc.'s outsized position by total assets

The Pension Plan of United Way of Greater Atlanta, Inc. vs every filed plan by assets

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

$16,023,162 Top 32% higher than 68% 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

The Pension Plan of United Way of Greater Atlanta, 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. The Pension Plan of United Way of Greater Atlanta, Inc. is a small filing (60 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Pension Plan of United Way of Greater Atlanta, Inc. reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Pension Plan of United Way of Greater Atlanta, Inc. end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • The Pension Plan of United Way of Greater Atlanta, Inc. reported participants fell from 64 in the plan year 2022 filing to 60 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 580566194 · United Way of Greater Atlanta, Inc. PY 2023 · Defined Benefit (Pension)

The Pension Plan of United Way of Greater Atlanta, Inc. · $16M · 60 · 68th

  • PART $16M
  • PART 60
  • PART 68th
  • PART Defined Benefit (Pension)
  • PART near Betz Industries Pension Plan
  • PART ind #6480

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 Georgia →

The Pension Plan of United Way of Greater Atlanta, Inc. in the asset neighbourhood

Ironworkers Local Union No. 402 Pension FundIronworkers Local Union No. …$16MThe Louis Berkman Company Master Pension PlanThe Louis Berkman Company Ma…$16MThe Pension Plan of United Way of Greater Atlanta, Inc.The Pension Plan of United W…$16MBetz Industries Pension Plan$16MBvpv Styrenics LLC Retirement Plan for Beaver Valley Hourly EmployeesBvpv Styrenics LLC Retiremen…$16M
End-of-year total assets ($M) among The Pension Plan of United Way of Greater Atlanta, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

United Way of Greater Atlanta, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All United Way of Greater Atlanta, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 25.907926710062583% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.3M $35.7M ▲ +25.9%
Year Plans Participants Total Assets
2022 2 233 $28M
2023 2 222 $32M
2024 2 206 $36M

United Way of Greater Atlanta, Inc. filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN580566194
Plan Effective Date1976-03-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Georgia

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Pension Plan of United Way of Greater Atlanta, Inc. vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -505101520 Total assets ($B) Participants The Pension Plan of United Way of Greater Atlanta, Inc., Total assets ($B): 0.016023162 · Participants: 60The Pension Plan of United Way of Greater Atlanta, Inc.The Southern Company Pension Plan, Total assets ($B): 15.596954837 · Participants: 25241The Southern Company Pension PlanUPS/Ibt Full-Time Employee Pension Plan, Total assets ($B): 12.285105757 · Participants: 70241UPS/Ibt Full-Time Employee Pension PlanUPS Pension Plan, Total assets ($B): 9.733665646 · Participants: 153217UPS Pension PlanCox Enterprises, Inc. Pension Plan, Total assets ($B): 7.396009274 · Participants: 24023Cox Enterprises, Inc. Pension PlanDelta Retirement Plan, Total assets ($B): 7.309889555 · Participants: 15601Delta Retirement Plan
The Pension Plan of United Way of Greater Atlanta, Inc. vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants
Compare The Pension Plan of United Way of Greater Atlanta, Inc. side-by-side with 3 peers →

The Pension Plan of United Way of Greater Atlanta, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Georgia, the nearest Defined Benefit (Pension) by assets is Betz Industries Pension Plan in MI ($16M); by covered participants it is Riverspring Licensed Home Care Services Agency, Inc. Pension Plan in NY (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 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 The Pension Plan of United Way of Greater Atlanta, Inc. assets move in 2023? ▼
The Pension Plan of United Way of Greater Atlanta, Inc. grew at a solid clip - up 13.6% during 2023, from $14M to $16M. Reported net income was $2M.
How have United Way of Greater Atlanta, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Way of Greater Atlanta, Inc.'s sponsor-wide assets grew 25.9%, from $28M to $36M.
Which Defined Benefit (Pension) plans are similar in size to The Pension Plan of United Way of Greater Atlanta, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Betz Industries Pension Plan in MI ($16M, 101 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Pension Plan of United Way of Greater Atlanta, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Riverspring Licensed Home Care Services Agency, Inc. Pension Plan in NY (60 participants, N/A 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 580566194.

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.