Defined Benefit (Pension) · DOL Form 5500 · 2023

Metro United Way, Inc. Pension Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
22
Participants Small participant base
67th
Percentile by assets National rank
$667,244
Avg per participant High balance/head
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Official DOL plan name: Defined Benefit Pension Plan of the Metro United Way, Inc. · Sponsored by Metro United Way, Inc. · Kentucky · Other Services

$15M in assets, 22 participants

Metro United Way, Inc.'s Defined Benefit Pension Plan of the Metro United Way, Inc. reported $15M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #6,398 in Other Services (7,857 peers)

2023 asset change

Defined Benefit Pension Plan of the Metro United Way, Inc. grew at a solid clip 10.0% in 2023 ($13M → $15M) for 22 participants.

#6,398
in Other Services (7,857 peers)
+10.0%
assets growth YoY

Defined Benefit Pension Plan of the Metro United Way, Inc.'s outsized position by total assets

Defined Benefit Pension Plan of the Metro United Way, Inc. vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$14,679,361 Top 33% higher than 67% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Defined Benefit Pension Plan of the Metro 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. Defined Benefit Pension Plan of the Metro United Way, Inc. is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Defined Benefit Pension Plan of the Metro United Way, Inc. reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Defined Benefit Pension Plan of the Metro United Way, Inc. end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Defined Benefit Pension Plan of the Metro United Way, Inc. reported participants fell from 23 in the plan year 2022 filing to 22 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 610444680 · Metro United Way, Inc. PY 2023 · Defined Benefit (Pension)

Defined Benefit Pension Plan of the Metro United Way, Inc. · $15M · 22 · 67th

  • PHOTO $15M
  • PHOTO 22
  • PHOTO 67th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near The Oilgear Company Retirement Plan
  • PHOTO ind #6398

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 Kentucky →

Defined Benefit Pension Plan of the Metro United Way, Inc. in the asset neighbourhood

Otterbein Homes Retirement PlanOtterbein Homes Retirement P…$15MSbera Pension Plan as Adopted by Cape Ann Savings BankSbera Pension Plan as Adopte…$15MEstwing Manufacturing Company, Inc. Pension PlanEstwing Manufacturing Compan…$15MThe Oilgear Company Retirement PlanThe Oilgear Company Retireme…$15MDefined Benefit Pension Plan of the Metro United Way, Inc.Defined Benefit Pension Plan…$15M
End-of-year total assets ($M) among Defined Benefit Pension Plan of the Metro United Way, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Metro United Way, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Metro United Way, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 8.59244602137614% vs 2022
2024 filing year
$13M$13.5M$14M$14.5M$15M 202220232024 $13.3M $14.5M ▲ +8.6%
Year Plans Participants Total Assets
2022 1 23 $13M
2023 1 22 $15M
2024 1 21 $14M

2023 asset-move particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$1M
Employer EIN610444680
Plan Effective Date1979-09-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Kentucky

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Defined Benefit Pension Plan of the Metro United Way, Inc. vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants Defined Benefit Pension Plan of the Metro United Way, Inc., Total assets ($B): 0.014679361 · Participants: 22Defined Benefit Pension Plan of the Metro United Way, Inc.Lg&e and Ku Pension Plan, Total assets ($B): 1.112165749 · Participants: 833Lg&e and Ku Pension PlanAshland Hercules Pension Plan, Total assets ($B): 0.984309 · Participants: 70Ashland Hercules Pension PlanYum Brands Retirement Plan, Total assets ($B): 0.734224 · Participants: 3834Yum Brands Retirement PlanBrown-Forman Corporation Salaried Employees Retirement Plan, Total assets ($B): 0.499207588 · Participants: 1160Brown-Forman Corporation Salaried Employees Retirement PlanAshland Hercules Pension Plan II, Total assets ($B): 0.468812 · Participants: 57Ashland Hercules Pension Plan II
Defined Benefit Pension Plan of the Metro United Way, Inc. vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare Defined Benefit Pension Plan of the Metro United Way, Inc. side-by-side with 3 peers →

Defined Benefit Pension Plan of the Metro United Way, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is The Oilgear Company Retirement Plan in MI ($15M); by covered participants it is Tri-County Eye Institute, Inc. Defined Benefit Pension Plan in CA (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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.

Frequently Asked Questions

How did Defined Benefit Pension Plan of the Metro United Way, Inc. assets move in 2023? ▼
Defined Benefit Pension Plan of the Metro United Way, Inc. grew at a solid clip - up 10.0% during 2023, from $13M to $15M. Reported net income was $1M.
How have Metro United Way, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Metro United Way, Inc.'s sponsor-wide assets grew 8.6%, from $13M to $14M.
Which Defined Benefit (Pension) plans are similar in size to Defined Benefit Pension Plan of the Metro United Way, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Oilgear Company Retirement Plan in MI ($15M, 27 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Defined Benefit Pension Plan of the Metro United Way, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Tri-County Eye Institute, Inc. Defined Benefit Pension Plan in CA (22 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 610444680.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.