Other · DOL Form 5500 · 2023
United Way for Southeastern Mi Retirement Plan
Data updated 2026-08-11
- $9M
- Total assets
- 206
- Participants
- 57th
- Percentile by assets
- $45,395
- Avg per participant
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.
- 57th percentile by assets (of 127,072 plans)
- #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.
- $9M
- total plan assets (2023 EOY)
- 206
- covered participants
- 57th
- percentile by assets (of 127,072 plans)
- $45,395
- avg assets per participant
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.
Participants vs Michigan filers
In Michigan, the average filing covers about 638 participants across 4,220 plans. 403b Thrift Plan for United Way for Southeastern Mi reports 206 participants - about 32% of that state average ($9M EOY assets).
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)
| 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.
403b Thrift Plan for United Way for Southeastern Mi vs. nearby Other plans in Michigan, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to 403b Thrift Plan for United Way for Southeastern Mi by total assets, not by location.
Frequently Asked Questions
How did 403b Thrift Plan for United Way for Southeastern Mi assets move in 2023? ▼
How have United Way for Southeastern Mi plan assets changed over time? ▼
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Filing takeaways
Ways to act on 403b Thrift Plan for United Way for Southeastern Mi's numbers.
- By total assets, 403b Thrift Plan for United Way for Southeastern Mi ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Michigan. Compare plans
- United Way for Southeastern Mi's sponsor-wide assets have grown 28.4% since 2022 across 3 plan years on file. More Other Services plans