Defined Benefit (Pension) · DOL Form 5500 · 2023

United Way Worldwide Pension Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
14
Participants Small participant base
80th
Percentile by assets National rank
$2.3M
Avg per participant High balance/head
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Official DOL plan name: Pension Plan of United Way Worldwide · Sponsored by United Way Worldwide · Virginia · Other Services

$32M in assets, 14 participants

United Way Worldwide's Pension Plan of United Way Worldwide reported $32M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #7,099 in Other Services (7,857 peers)

Where Pension Plan of United Way Worldwide sits by assets

Pension Plan of United Way Worldwide sits in the top quartile of all filed plans by assets, $32M for 14 participants (~$2.3M/participant), up 4.2% in 2023.

#7,099
in Other Services (7,857 peers)
+4.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Pension Plan of United Way Worldwide's outsized position by total assets

Pension Plan of United Way Worldwide vs every filed plan by assets

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

$32,325,162 Top 20% higher than 80% 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

Pension Plan of United Way Worldwide among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan of United Way Worldwide is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pension Plan of United Way Worldwide reported net income rose from -$11M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Pension Plan of United Way Worldwide reported participants fell from 26 in the plan year 2022 filing to 14 in the plan year 2023 filing.
  • Pension Plan of United Way Worldwide end-of-year assets rose from $31M in the plan year 2022 filing to $32M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 131635294 · United Way Worldwide PY 2023 · Defined Benefit (Pension)

Pension Plan of United Way Worldwide · $32M · 14 · 80th

  • EOY $32M
  • EOY 14
  • EOY 80th
  • EOY Defined Benefit (Pension)
  • EOY near Local Union 1158 I.B.E.W. Pension Fund - PA
  • EOY ind #7099

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 Virginia →

Pension Plan of United Way Worldwide in the asset neighbourhood

Local Union 1158 I.B.E.W. Pension Fund - PALocal Union 1158 I.B.E.W. Pe…$32MPension Plan of United Way WorldwidePension Plan of United Way W…$32MRetirement Plan for Employees of Haldor Topsoe,Retirement Plan for Employee…$32MMedical Group of Beverly Hills Defined Benefit Pension PlanMedical Group of Beverly Hil…$32MRetirement Plan for Employees of Knouse Foods Cooperative, Inc.Retirement Plan for Employee…$32M
End-of-year total assets ($M) among Pension Plan of United Way Worldwide and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$32M
Net Income$1M
Employer EIN131635294
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Way Worldwide)

Sponsor-wide plan assets over time

All United Way Worldwide plans reported in each filing year

Latest sponsor-wide plan assets
$77M 7.694161111783333% vs 2022
2024 filing year
$70M$72M$74M$76M$78M 202220232024 $71.1M $76.5M ▲ +7.7%
Year Plans Participants Total Assets
2022 2 207 $71M
2023 2 232 $73M
2024 2 233 $77M

Nearby Defined Benefit (Pension) Plans in Virginia

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

Pension Plan of United Way Worldwide vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Pension Plan of United Way Worldwide, Total assets ($B): 0.032325162 · Participants: 14Pension Plan of United Way WorldwideNorthrop Grumman Pension Plan, Total assets ($B): 19.134846358 · Participants: 13674Northrop Grumman Pension PlanRetirement Security Plan, Total assets ($B): 10.184642779 · Participants: 54171Retirement Security PlanNg Space&mission Systems Corp Salaried Pension Pla, Total assets ($B): 8.450021632 · Participants: 7117Ng Space&mission Systems Corp Salaried Pension PlaSheet Metal Workers' National Pension Fund, Total assets ($B): 8.306466489 · Participants: 61272Sheet Metal Workers' National Pension FundDominion Energy Pension Plan, Total assets ($B): 7.570958933 · Participants: 12263Dominion Energy Pension Plan
Pension Plan of United Way Worldwide vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants
Compare Pension Plan of United Way Worldwide side-by-side with 3 peers →

Pension Plan of United Way Worldwide's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Virginia, the nearest Defined Benefit (Pension) by assets is Local Union 1158 I.B.E.W. Pension Fund - PA in NJ ($32M); by covered participants it is Pottsville Republican Inc. Pension Plan in PA (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Pension Plan of United Way Worldwide assets move in 2023? ▼
Pension Plan of United Way Worldwide edged up modestly - up 4.2% during 2023, from $31M to $32M. Reported net income was $1M.
How have United Way Worldwide plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Way Worldwide's sponsor-wide assets grew 7.7%, from $71M to $77M.
Where does Pension Plan of United Way Worldwide rank by assets among Form 5500 filers? ▼
Pension Plan of United Way Worldwide ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Pension Plan of United Way Worldwide? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Local Union 1158 I.B.E.W. Pension Fund - PA in NJ ($32M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan of United Way Worldwide? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pottsville Republican Inc. Pension Plan in PA (14 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 131635294.

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.