401(k) · DOL Form 5500 · 2023
United Way of Massachusetts Bay, Inc. 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 92
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $210,897
- Avg per participant Above avg balance/head
Official DOL plan name: The 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, Inc. · Sponsored by United Way of Massachusetts Bay, Inc. · Massachusetts · Other Services
$19M in assets, 92 participants
United Way of Massachusetts Bay, Inc.'s The 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, Inc. reported $19M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.
- #6,649 in Other Services (7,857 peers)
United Way of Massachusetts Bay, Inc. multi-year trail
United Way of Massachusetts Bay, Inc.'s plans moved +14.2% in assets from 2022 to 2024; this filing shows The 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, Inc. at $19M / 92 participants.
- #6,649
- in Other Services (7,857 peers)
- +13.5%
- assets growth YoY
The 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, Inc.'s outsized position by total assets
The 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$19,402,530 Top 28% higher than 72% 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
The 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, 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 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, Inc. is a small filing (92 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, Inc. reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- The 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, Inc. end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- The 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, Inc. reported participants fell from 95 in the plan year 2022 filing to 92 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 042382233 · United Way of Massachusetts Bay, Inc. PY 2023 · 401(k)
The 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, Inc. · $19M · 92 · 72nd
- BOY $19M
- SCH 92
- EBSA 72nd
- PART 401(k)
- TYPE near Tip Top Poultry, Inc. Retirement / Savings 401(k) Plan
- NET ind #6649
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 Massachusetts →
The 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, Inc. in the asset neighbourhood
United Way of Massachusetts Bay, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All United Way of Massachusetts Bay, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 14.173956839354599% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 95 | $17M |
| 2023 | 1 | 92 | $19M |
| 2024 | 1 | 96 | $20M |
United Way of Massachusetts Bay, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $2M |
| Employer EIN | 042382233 |
| Plan Effective Date | 1989-10-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
The 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, Inc.'s out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Tip Top Poultry, Inc. Retirement / Savings 401(k) Plan in GA ($19M); by covered participants it is Melanson, P.C. 401(k) Plan in NH (92 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (92 participants); asset peers above are excluded.
- Melanson, P.C. 401(k) Plan (NH) 92 · 0 off
- International Marine Products Retirement Plan (CA) 92 · 0 off
- Rodland Motor Company 401(k) Plan (WA) 92 · 0 off
- The Tin Bucket Incorporated 401(k) Profit Sharing Plan (NE) 92 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.