Defined Benefit (Pension) · DOL Form 5500 · 2023
United Way of Greater Toledo Pension Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 78
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $442,728
- Avg per participant High balance/head
Official DOL plan name: The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies · Sponsored by United Way of Greater Toledo · Ohio · Other Services
$35M in assets, 78 participants
United Way of Greater Toledo's The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies reported $35M in total assets and 78 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #7,138 in Other Services (7,857 peers)
Where The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies sits by assets
The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies sits in the top quartile of all filed plans by assets, $35M for 78 participants (~$442,728/participant), up 3.6% in 2023.
- #7,138
- in Other Services (7,857 peers)
- +3.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies's outsized position by total assets
The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$34,532,767 Top 19% higher than 81% 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
The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies is a small filing (78 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies reported net income rose from -$10M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies reported participants fell from 84 in the plan year 2022 filing to 78 in the plan year 2023 filing.
- The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies end-of-year assets rose from $33M in the plan year 2022 filing to $35M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 344427947 · United Way of Greater Toledo PY 2023 · Defined Benefit (Pension)
The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies · $35M · 78 · 81st
- SCH $35M
- SCH 78
- SCH 81st
- SCH Defined Benefit (Pension)
- SCH near Carolina Turkeys Employees' Pension Plan
- SCH ind #7138
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 Ohio →
The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $1M |
| Employer EIN | 344427947 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Way of Greater Toledo)
Sponsor-wide plan assets over time
All United Way of Greater Toledo plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 3.2528876898703087% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 84 | $33M |
| 2023 | 1 | 78 | $35M |
| 2024 | 1 | 49 | $34M |
Nearby Defined Benefit (Pension) Plans in Ohio
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Firstenergy Corp. Master Pension Plan $7.1B · 12,304
- Nationwide Retirement Plan $5.3B · 22,311
- American Electric Power System Retirement Plan $4.5B · 15,595
- Parker Defined Benefit Plan $3.7B · 191
- Ohio Operating Engineers Pension Plan $3.6B · 10,029
The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Ohio, the nearest Defined Benefit (Pension) by assets is Carolina Turkeys Employees' Pension Plan in NC ($35M); by covered participants it is Companion Care of Southwest La, LLC Cash Balance Plan in LA (78 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
Similar participant headcount
Nearest other-state filings by covered participants (78 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.