Other · DOL Form 5500 · 2023
United Way of Greater Kansas City, Inc. Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 83
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $72,985
- Avg per participant Below avg balance/head
Official DOL plan name: United Way of Greater Kansas City, Inc. 403(b) Plan · Sponsored by United Way of Greater Kansas City, Inc. · Missouri · Other Services
$6M in assets, 83 participants
United Way of Greater Kansas City, Inc.'s United Way of Greater Kansas City, Inc. 403(b) Plan reported $6M in total assets and 83 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.
- #5,399 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, United Way of Greater Kansas City, Inc. 403(b) Plan ranks #5,399 of 7,857 2023 filers by assets (331% of the sector average)-$6M for 83 participants.
- #5,399
- in Other Services (7,857 peers)
- +13.9%
- assets growth YoY
United Way of Greater Kansas City, Inc. 403(b) Plan's mid-pack asset rank among Other Services and all filers
United Way of Greater Kansas City, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,057,764 48th percentile higher than 48% 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
United Way of Greater Kansas City, Inc. 403(b) Plan among smaller 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 Greater Kansas City, Inc. 403(b) Plan is a small filing (83 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United Way of Greater Kansas City, Inc. 403(b) Plan reported net income rose from -$926K in the plan year 2022 filing to $737K in the plan year 2023 filing.
- United Way of Greater Kansas City, Inc. 403(b) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- United Way of Greater Kansas City, Inc. 403(b) Plan reported participants rose from 75 in the plan year 2022 filing to 83 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 440545812 · United Way of Greater Kansas City, Inc. PY 2023 · Other
United Way of Greater Kansas City, Inc. 403(b) Plan · $6M · 83 · 48th
- NET $6M
- NET 83
- NET 48th
- NET Other
- NET near Soar365 Tax Deferred Annuity Plan
- NET ind #5399
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 Missouri →
United Way of Greater Kansas City, Inc. 403(b) Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $737K |
| Employer EIN | 440545812 |
| Plan Effective Date | 1997-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Way of Greater Kansas City, Inc.)
Sponsor-wide plan assets over time
All United Way of Greater Kansas City, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 40.57910463021331% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 75 | $5M |
| 2023 | 1 | 83 | $6M |
| 2024 | 1 | 87 | $7M |
Nearby Other Plans in Missouri
Peer Other plans, same state, same plan type, ranked by total assets.
- Washington University Retirement Savings Plan $6.7B · 25,521
- Children's Mercy Hospital Tax-Deferred Annuity Retirement Plan $969M · 8,984
- Saint Louis University 403(b) Annuity Plan $910M · 4,784
- Cox Savings Incentive Plan $836M · 12,220
- Bjc 403(b) Plan $448M · 5,284
United Way of Greater Kansas City, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Missouri, the nearest Other by assets is Soar365 Tax Deferred Annuity Plan in VA ($6M); by covered participants it is United Way of Greater Cincinnati 403(b) Plan in OH (83 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Soar365 Tax Deferred Annuity Plan (VA) $6M · 282
- Goodwill Industries of Central Iowa 403(b) Plan (IA) $6M · 342
- Carolina Community Actions 403(b) Plan (SC) $6M · 124
- Zootampa 403(b) Retirement Plan (FL) $6M · 381
Similar participant headcount
Nearest other-state filings by covered participants (83 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.