Other · DOL Form 5500 · 2023
United Way of Greater Philadelphia and Southern New Jersey Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 46
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $248,436
- Avg per participant Above avg balance/head
Official DOL plan name: United Way of Greater Philadelphia and Southern New Jersey 403(b) Retirement Plan · Sponsored by United Way of Greater Philadelphia and Southern New Jersey · Pennsylvania · Other Services
$11M in assets, 46 participants
United Way of Greater Philadelphia and Southern New Jersey's United Way of Greater Philadelphia and Southern New Jersey 403(b) Retirement Plan reported $11M in total assets and 46 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.
- #6,134 in Other Services (7,857 peers)
What the 2023 filing shows
United Way of Greater Philadelphia and Southern New Jersey 403(b) Retirement Plan holds $11M for 46 participants - about $248,436 per participant, above the median plan by assets.
- #6,134
- in Other Services (7,857 peers)
- +3.8%
- assets growth YoY
United Way of Greater Philadelphia and Southern New Jersey 403(b) Retirement Plan's mid-pack asset rank among Other Services and all filers
United Way of Greater Philadelphia and Southern New Jersey 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,428,035 Top 39% higher than 61% 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 Philadelphia and Southern New Jersey 403(b) Retirement 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 Philadelphia and Southern New Jersey 403(b) Retirement Plan is a small filing (46 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United Way of Greater Philadelphia and Southern New Jersey 403(b) Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $418K in the plan year 2023 filing.
- United Way of Greater Philadelphia and Southern New Jersey 403(b) Retirement Plan reported participants fell from 52 in the plan year 2022 filing to 46 in the plan year 2023 filing.
- United Way of Greater Philadelphia and Southern New Jersey 403(b) Retirement Plan end-of-year assets rose from $11M in the plan year 2022 filing to $11M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 231556045 · United Way of Greater Philadelphia and Southern New Jersey PY 2023 · Other
United Way of Greater Philadelphia and Southern New Jersey 403(b) Retirement Plan · $11M · 46 · 61st
- 5500 $11M
- ASSETS 46
- PCT 61st
- EIN Other
- RANK near Employee Benefit Plan of Easter Seals Rehabilitation Center, Inc.
- PHOTO ind #6134
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 Pennsylvania →
United Way of Greater Philadelphia and Southern New Jersey 403(b) Retirement Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $418K |
| Employer EIN | 231556045 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Way of Greater Philadelphia and Southern New Jersey)
Sponsor-wide plan assets over time
All United Way of Greater Philadelphia and Southern New Jersey plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 5.651308859247881% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 52 | $11M |
| 2023 | 1 | 46 | $11M |
| 2024 | 1 | 43 | $10M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
United Way of Greater Philadelphia and Southern New Jersey 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Employee Benefit Plan of Easter Seals Rehabilitation Center, Inc. in IN ($11M); by covered participants it is Advantage Title & Escrow LLC 401(k) Profit Sharing & Trust in AR (46 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (46 participants); asset peers above are excluded.
- Advantage Title & Escrow LLC 401(k) Profit Sharing & Trust (AR) 46 · 0 off
- Penland School of Crafts Tiaa Cref Retirement Plan (NC) 46 · 0 off
- North Country School DC Plan (NY) 46 · 0 off
- Chimp Haven, Inc. 403(b) Plan (LA) 47 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.