Other · DOL Form 5500 · 2023

United Way Worldwide Retirement Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
218
Participants Below avg headcount
83rd
Percentile by assets National rank
$188,004
Avg per participant Above avg balance/head
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Official DOL plan name: United Way Worldwide Tax Deferred Savings Plan · Sponsored by United Way Worldwide · Virginia · Other Services

$41M in assets, 218 participants

United Way Worldwide's United Way Worldwide Tax Deferred Savings Plan reported $41M in total assets and 218 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #7,248 in Other Services (7,857 peers)

Coverage in Virginia

United Way Worldwide Tax Deferred Savings Plan covers 218 participants in Virginia, about 28% of the average Virginia filer (state average ~782 per filing). Assets: $41M.

#7,248
in Other Services (7,857 peers)
+2.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

United Way Worldwide Tax Deferred Savings Plan's outsized position by total assets

United Way Worldwide Tax Deferred Savings Plan vs every filed plan by assets

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

$40,984,904 Top 17% higher than 83% 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 Worldwide Tax Deferred Savings 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 Worldwide Tax Deferred Savings Plan sits mid-pack in the medium band (218 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • United Way Worldwide Tax Deferred Savings Plan reported net income rose from -$13M in the plan year 2022 filing to $941K in the plan year 2023 filing.
  • United Way Worldwide Tax Deferred Savings Plan reported participants rose from 181 in the plan year 2022 filing to 218 in the plan year 2023 filing.
  • United Way Worldwide Tax Deferred Savings Plan end-of-year assets rose from $40M in the plan year 2022 filing to $41M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 131635294 · United Way Worldwide PY 2023 · Other

United Way Worldwide Tax Deferred Savings Plan · $41M · 218 · 83rd

  • PART $41M
  • TYPE 218
  • NET 83rd
  • BOOK Other
  • VS-ST near Beverly Hospital Matching Savings Plan
  • BOY ind #7248

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 Virginia →

United Way Worldwide Tax Deferred Savings Plan in the asset neighbourhood

Oaks Integrated Care, Inc. 403(b) Savings PlanOaks Integrated Care, Inc. 4…$41MUnited Way Worldwide Tax Deferred Savings PlanUnited Way Worldwide Tax Def…$41MBeverly Hospital Matching Savings PlanBeverly Hospital Matching Sa…$41MDevelopmental Disabilities Institute, Inc. 403(b) PlanDevelopmental Disabilities I…$41MPocono Health System Defined Contribution PlanPocono Health System Defined…$41M
End-of-year total assets ($M) among United Way Worldwide Tax Deferred Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$41M
Net Income$941K
Employer EIN131635294
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Way Worldwide)

Sponsor-wide plan assets over time

All United Way Worldwide plans reported in each filing year

Latest sponsor-wide plan assets
$77M 7.694161111783333% vs 2022
2024 filing year
$70M$72M$74M$76M$78M 202220232024 $71.1M $76.5M ▲ +7.7%
Year Plans Participants Total Assets
2022 2 207 $71M
2023 2 232 $73M
2024 2 233 $77M

Nearby Other Plans in Virginia

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

United Way Worldwide Tax Deferred Savings Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants United Way Worldwide Tax Deferred Savings Plan, Total assets ($B): 0.040984904 · Participants: 218United Way Worldwide Tax Deferred Savings PlanSentara 403(b) Savings Plan, Total assets ($B): 3.287712192 · Participants: 25806Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.530650403 · Participants: 8047The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.801043955 · Participants: 1453Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.722085709 · Participants: 12978Carilion Clinic 403(b) Retirement Savings PlanCentra Health Matching Tax Deferred Savings Plan, Total assets ($B): 0.669994115 · Participants: 7141Centra Health Matching Tax Deferred Savings Plan
United Way Worldwide Tax Deferred Savings Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare United Way Worldwide Tax Deferred Savings Plan side-by-side with 3 peers →

United Way Worldwide Tax Deferred Savings Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Beverly Hospital Matching Savings Plan in CA ($41M); by covered participants it is Northwood Children's Home Society, Inc. 403(b) Tax Sheltered Annuity Plan in MN (218 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (218 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 Worldwide Tax Deferred Savings Plan assets move in 2023? ▼
United Way Worldwide Tax Deferred Savings Plan edged up modestly - up 2.3% during 2023, from $40M to $41M. Reported net income was $941K.
How have United Way Worldwide plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Way Worldwide's sponsor-wide assets grew 7.7%, from $71M to $77M.
Where does United Way Worldwide Tax Deferred Savings Plan rank by assets among Form 5500 filers? ▼
United Way Worldwide Tax Deferred Savings Plan ranks in the 83rd 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 Other plans are similar in size to United Way Worldwide Tax Deferred Savings Plan? ▼
Among Other plans in other states, the closest by assets is Beverly Hospital Matching Savings Plan in CA ($41M, 846 participants).
Which Other plans cover a similar participant headcount to United Way Worldwide Tax Deferred Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Northwood Children's Home Society, Inc. 403(b) Tax Sheltered Annuity Plan in MN (218 participants, $11M 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 131635294.

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.