401(k) · DOL Form 5500 · 2023

United Way of Central Iowa 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
720
Participants Below avg headcount
80th
Percentile by assets National rank
$43,313
Avg per participant Low balance/head
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Official DOL plan name: United Way of Central Iowa 401(k) Plan · Sponsored by United Way of Central Iowa · Iowa · Other Services

$31M in assets, 720 participants

United Way of Central Iowa's United Way of Central Iowa 401(k) Plan reported $31M in total assets and 720 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #7,068 in Other Services (7,857 peers)

Where United Way of Central Iowa 401(k) Plan sits by assets

United Way of Central Iowa 401(k) Plan sits in the top quartile of all filed plans by assets, $31M for 720 participants (~$43,313/participant), up 14.4% in 2023.

#7,068
in Other Services (7,857 peers)
+14.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

United Way of Central Iowa 401(k) Plan's outsized position by total assets

United Way of Central Iowa 401(k) Plan vs every filed plan by assets

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

$31,185,058 Top 20% higher than 80% 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

United Way of Central Iowa 401(k) Plan 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. United Way of Central Iowa 401(k) Plan sits mid-pack in the medium band (720 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • United Way of Central Iowa 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • United Way of Central Iowa 401(k) Plan end-of-year assets rose from $27M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • United Way of Central Iowa 401(k) Plan reported participants rose from 701 in the plan year 2022 filing to 720 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 420680425 · United Way of Central Iowa PY 2023 · 401(k)

United Way of Central Iowa 401(k) Plan · $31M · 720 · 80th

  • EBSA $31M
  • PART 720
  • TYPE 80th
  • NET 401(k)
  • BOOK near Bregal Investments, Inc. 401(k) Plan
  • VS-ST ind #7068

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 Iowa →

United Way of Central Iowa 401(k) Plan in the asset neighbourhood

United Way of Central Iowa 401(k) PlanUnited Way of Central Iowa 4…$31MBregal Investments, Inc. 401(k) PlanBregal Investments, Inc. 401…$31MNasuni Corporation 401(k) PlanNasuni Corporation 401(k) Pl…$31MThe Partners Group, Ltd 401(k) Profit Sharing PlanThe Partners Group, Ltd 401(…$31MSwenson Granite 401(k) Retirement PlanSwenson Granite 401(k) Retir…$31M
End-of-year total assets ($M) among United Way of Central Iowa 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$31M
Net Income$4M
Employer EIN420680425
Plan Effective Date2001-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Way of Central Iowa)

Sponsor-wide plan assets over time

All United Way of Central Iowa plans reported in each filing year

Latest sponsor-wide plan assets
$33M 56.92185373589416% vs 2022
2024 filing year
$20M$40M$60M$80M$100M 202220232024 $77.4M $33.4M ▼ -56.9%
Year Plans Participants Total Assets
2022 2 813 $77M
2023 2 829 $31M
2024 1 694 $33M

Nearby 401(k) Plans in Iowa

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

United Way of Central Iowa 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants United Way of Central Iowa 401(k) Plan, Total assets ($B): 0.031185058 · Participants: 720United Way of Central Iowa 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
United Way of Central Iowa 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare United Way of Central Iowa 401(k) Plan side-by-side with 3 peers →

United Way of Central Iowa 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Bregal Investments, Inc. 401(k) Plan in NY ($31M); by covered participants it is US Well Services 401(k) Plan in TX (720 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (720 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 United Way of Central Iowa 401(k) Plan assets move in 2023? ▼
United Way of Central Iowa 401(k) Plan grew at a solid clip - up 14.4% during 2023, from $27M to $31M. Reported net income was $4M.
How have United Way of Central Iowa plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Way of Central Iowa's sponsor-wide assets declined 56.9%, from $77M to $33M.
Where does United Way of Central Iowa 401(k) Plan rank by assets among Form 5500 filers? ▼
United Way of Central Iowa 401(k) Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to United Way of Central Iowa 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bregal Investments, Inc. 401(k) Plan in NY ($31M, 81 participants).
Which 401(k) plans cover a similar participant headcount to United Way of Central Iowa 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is US Well Services 401(k) Plan in TX (720 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 420680425.

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.