Other · DOL Form 5500 · 2023
United Way, Inc. Retirement Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 77
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $124,859
- Avg per participant Near avg balance/head
Official DOL plan name: 403(b) Thrift Plan of United Way, Inc. · Sponsored by United Way, Inc. · California · Other Services
$10M in assets, 77 participants
United Way, Inc.'s 403(b) Thrift Plan of United Way, Inc. reported $10M in total assets and 77 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.
- #5,941 in Other Services (7,857 peers)
United Way, Inc. multi-year trail
United Way, Inc.'s plans moved +18.3% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan of United Way, Inc. at $10M / 77 participants.
- #5,941
- in Other Services (7,857 peers)
- +11.9%
- assets growth YoY
403(b) Thrift Plan of United Way, Inc.'s mid-pack asset rank among Other Services and all filers
403(b) Thrift Plan of United Way, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,614,159 Top 42% higher than 58% 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
403(b) Thrift Plan of United Way, Inc. among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan of United Way, Inc. is a small filing (77 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan of United Way, Inc. reported net income rose from -$878K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- 403(b) Thrift Plan of United Way, Inc. reported participants rose from 63 in the plan year 2022 filing to 77 in the plan year 2023 filing.
- 403(b) Thrift Plan of United Way, Inc. end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
DOL schedule card
Filing strip 952274801 · United Way, Inc. PY 2023 · Other
403(b) Thrift Plan of United Way, Inc. · $10M · 77 · 58th
- 5500 $10M
- ASSETS 77
- PCT 58th
- EIN Other
- RANK near Greater Bergen Comm Action Inc. Tsa Plan
- PHOTO ind #5941
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 California →
403(b) Thrift Plan of United Way, Inc. in the asset neighbourhood
United Way, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All United Way, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 18.265971604757645% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 118 | $25M |
| 2023 | 2 | 130 | $27M |
| 2024 | 2 | 135 | $29M |
United Way, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $1M |
| Employer EIN | 952274801 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
403(b) Thrift Plan of United Way, Inc.'s out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Greater Bergen Comm Action Inc. Tsa Plan in NJ ($10M); by covered participants it is Chatham Hall Defined Contribution Retirement Plan in VA (77 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Greater Bergen Comm Action Inc. Tsa Plan (NJ) $10M · 544
- Sherman College of Straight Chiropractic (SC) $10M · 103
- The Arc Montgomery County Tax Sheltered Annuity Plan (MD) $10M · 317
- Judson 403(b) Plan (OH) $10M · 468
Similar participant headcount
Nearest other-state filings by covered participants (77 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.