Other · DOL Form 5500 · 2023
United Way of Tarrant County Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 75
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $57,877
- Avg per participant Low balance/head
Official DOL plan name: United Way of Tarrant County 403(b) Plan · Sponsored by United Way of Tarrant County · Texas · Other Services
$4M in assets, 75 participants
United Way of Tarrant County's United Way of Tarrant County 403(b) Plan reported $4M in total assets and 75 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.
- #5,044 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, United Way of Tarrant County 403(b) Plan ranks #5,044 of 7,857 2023 filers by assets (462% of the sector average)-$4M for 75 participants.
- #5,044
- in Other Services (7,857 peers)
- -22.7%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
United Way of Tarrant County 403(b) Plan's mid-pack asset rank among Other Services and all filers
United Way of Tarrant County 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,340,792 42nd percentile higher than 42% 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 Tarrant County 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 Tarrant County 403(b) Plan is a small filing (75 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United Way of Tarrant County 403(b) Plan reported net income fell from -$872K in the plan year 2022 filing to -$1M in the plan year 2023 filing.
- United Way of Tarrant County 403(b) Plan end-of-year assets fell from $6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- United Way of Tarrant County 403(b) Plan reported participants rose from 74 in the plan year 2022 filing to 75 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 750858360 · United Way of Tarrant County PY 2023 · Other
United Way of Tarrant County 403(b) Plan · $4M · 75 · 42nd
- PHOTO $4M
- PHOTO 75
- PHOTO 42nd
- PHOTO Other
- PHOTO near Cathedral Home for Children Retirement Plan
- PHOTO ind #5044
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 Texas →
United Way of Tarrant County 403(b) Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$1M |
| Employer EIN | 750858360 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Way of Tarrant County)
Sponsor-wide plan assets over time
All United Way of Tarrant County plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 74 | $6M |
| 2023 | 1 | 75 | $4M |
| 2024 | 1 | 73 | N/A |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $2.8B · 30,949
- The Tax Sheltered Annuity Plan of the Methodist Hospital $2.5B · 29,975
- Baylor College of Medicine Section 403b $1.9B · 12,679
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $1.8B · 15,456
- Southwest Research Institute Retirement Plan $1.5B · 2,831
United Way of Tarrant County 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Cathedral Home for Children Retirement Plan in WY ($4M); by covered participants it is Mulherin Lumber Company Stock Bonus Plan & Trust in GA (75 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (75 participants); asset peers above are excluded.
- Mulherin Lumber Company Stock Bonus Plan & Trust (GA) 75 · 0 off
- Old Salem, Inc. Retirement Plan (NC) 75 · 0 off
- Gateway School Defined Contribution Retirement Plan (NY) 75 · 0 off
- Cnfa Retirement Plan (DC) 75 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.