Other · DOL Form 5500 · 2023
United Way for Southeastern Mi Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 206
- Participants Below avg headcount
- 57th
- Percentile by assets National rank
- $45,395
- Avg per participant Low balance/head
Official DOL plan name: 403b Thrift Plan for United Way for Southeastern Mi · Sponsored by United Way for Southeastern Mi · Michigan · Other Services
$9M in assets, 206 participants
United Way for Southeastern Mi's 403b Thrift Plan for United Way for Southeastern Mi reported $9M in total assets and 206 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.
- #5,919 in Other Services (7,857 peers)
Coverage in Michigan
403b Thrift Plan for United Way for Southeastern Mi covers 206 participants in Michigan, about 32% of the average Michigan filer (state average ~638 per filing). Assets: $9M.
- #5,919
- in Other Services (7,857 peers)
- +22.9%
- assets growth YoY
403b Thrift Plan for United Way for Southeastern Mi's mid-pack asset rank among Other Services and all filers
403b Thrift Plan for United Way for Southeastern Mi vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,351,457 Top 43% higher than 57% 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
403b Thrift Plan for United Way for Southeastern Mi 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. 403b Thrift Plan for United Way for Southeastern Mi sits mid-pack in the medium band (206 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403b Thrift Plan for United Way for Southeastern Mi reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- 403b Thrift Plan for United Way for Southeastern Mi end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- 403b Thrift Plan for United Way for Southeastern Mi reported participants rose from 172 in the plan year 2022 filing to 206 in the plan year 2023 filing.
DOL schedule card
Filing strip 203099071 · United Way for Southeastern Mi PY 2023 · Other
403b Thrift Plan for United Way for Southeastern Mi · $9M · 206 · 57th
- BOOK $9M
- BOOK 206
- BOOK 57th
- BOOK Other
- BOOK near Miles College Defined Contribution Plan
- BOOK ind #5919
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 Michigan →
403b Thrift Plan for United Way for Southeastern Mi in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $2M |
| Employer EIN | 203099071 |
| Plan Effective Date | 2005-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Way for Southeastern Mi)
Sponsor-wide plan assets over time
All United Way for Southeastern Mi plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 28.38825512700262% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 172 | $8M |
| 2023 | 1 | 206 | $9M |
| 2024 | 1 | 204 | $10M |
Nearby Other Plans in Michigan
Peer Other plans, same state, same plan type, ranked by total assets.
- Fca US LLC Salaried Employees' Savings Plan $4.8B · 16,630
- Fca US LLC UAW Savings Plan $4.7B · 49,473
- Beaumont Health 403(b) Retirement Savings Plan $2.6B · 33,717
- Henry Ford Health System Heritage 403(b) Plan $1.3B · 15,298
- Bronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan $1.0B · 8,357
403b Thrift Plan for United Way for Southeastern Mi's out-of-state Other peers by assets and headcount
Outside Michigan, the nearest Other by assets is Miles College Defined Contribution Plan in AL ($9M); by covered participants it is Rfe/Rl, Inc. US Retirement Savings Plan in DC (206 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (206 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.