UNITED WAY WORLDWIDE TAX DEFERRED SAVINGS PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
UNITED WAY WORLDWIDE
This Profit Sharing plan holds $41M in total assets and serves 218 participants as of 2023. It is sponsored by UNITED WAY WORLDWIDE in Virginia. The plan reported positive net income of $941K for the year.
What the Filing Says About UNITED WAY WORLDWIDE TAX DEFERRED SAVINGS PLAN
UNITED WAY WORLDWIDE TAX DEFERRED SAVINGS PLAN is a Profit Sharing retirement plan sponsored by UNITED WAY WORLDWIDE, headquartered in Virginia. As of the 2023 Form 5500 filing, the plan reports $41M in total end-of-year assets and covers 218 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 131635294, and the plan has been effective since 1974-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $40M at the beginning of 2023 to $41M at year-end — a gain of 2.3%. Net assets (after liabilities) closed the year at $41M, with reported net income of $941K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $40M |
| Total Assets (End of Year) | $41M |
| Net Assets (End of Year) | $41M |
| Net Income | $941K |
| Plan Type | Profit Sharing |
| Employer EIN | 131635294 |
| Plan Effective Date | 1974-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (UNITED WAY WORLDWIDE)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 207 | $71M |
| 2023 | 2 | 232 | $73M |
| 2024 | 1 | 13 | $32M |
Nearby Profit Sharing Plans in Virginia
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- SENTARA 403(B) SAVINGS PLAN $3.3B · 25,806
- THE GEORGE WASHINGTON UNIVERSITY SUPPLEMENTAL RETIREMENT PLAN $1.5B · 8,047
- LEONARDO DRS, INC. 401(K) PLAN $1.2B · 6,280
- INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN $801M · 1,453
- CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN $722M · 12,978
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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.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.