Defined Benefit (Pension) · DOL Form 5500 · 2023

United Way of Greater Cleveland Pension Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
13
Participants Small participant base
54th
Percentile by assets National rank
$622,894
Avg per participant High balance/head
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Official DOL plan name: Defined Benefit Pension Plan of United Way of Greater Cleveland · Sponsored by United Way of Greater Cleveland · Ohio · Other Services

$8M in assets, 13 participants

United Way of Greater Cleveland's Defined Benefit Pension Plan of United Way of Greater Cleveland reported $8M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #5,753 in Other Services (7,857 peers)

What the 2023 filing shows

Defined Benefit Pension Plan of United Way of Greater Cleveland holds $8M for 13 participants - about $622,894 per participant, above the median plan by assets.

#5,753
in Other Services (7,857 peers)
+1.0%
assets growth YoY

Defined Benefit Pension Plan of United Way of Greater Cleveland's mid-pack asset rank among Other Services and all filers

Defined Benefit Pension Plan of United Way of Greater Cleveland vs every filed plan by assets

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

$8,097,627 Top 46% higher than 54% 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 United Way of Greater Cleveland 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 United Way of Greater Cleveland is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Defined Benefit Pension Plan of United Way of Greater Cleveland reported net income rose from -$2M in the plan year 2022 filing to $78K in the plan year 2023 filing.
  • Defined Benefit Pension Plan of United Way of Greater Cleveland reported participants fell from 16 in the plan year 2022 filing to 13 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 346516654 · United Way of Greater Cleveland PY 2023 · Defined Benefit (Pension)

Defined Benefit Pension Plan of United Way of Greater Cleveland · $8M · 13 · 54th

  • TYPE $8M
  • TYPE 13
  • TYPE 54th
  • TYPE Defined Benefit (Pension)
  • TYPE near Thomas County Federal Savings & Loan Association Retirement Plan
  • TYPE ind #5753

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 →

Defined Benefit Pension Plan of United Way of Greater Cleveland in the asset neighbourhood

Retirement Income Plan for Employees of Industrial Metal Products CorporationRetirement Income Plan for E…$8MDefined Benefit Pension Plan of United Way of Greater ClevelandDefined Benefit Pension Plan…$8MThomas County Federal Savings & Loan Association Retirement PlanThomas County Federal Saving…$8MBlue Sky Blue Sea, Inc. Defined Benefit Pension PlanBlue Sky Blue Sea, Inc. Defi…$8MChyronhego Employee's Pension PlanChyronhego Employee's Pensio…$8M
End-of-year total assets ($M) among Defined Benefit Pension Plan of United Way of Greater Cleveland and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$78K
Employer EIN346516654
Plan Effective Date1971-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Way of Greater Cleveland)

Sponsor-wide plan assets over time

All United Way of Greater Cleveland plans reported in each filing year

Latest sponsor-wide plan assets
$16M 9.994039319728108% vs 2022
2024 filing year
$14M$14.5M$15M$15.5M$16M$16.5M 202220232024 $14.5M $15.9M ▲ +10.0%
Year Plans Participants Total Assets
2022 2 137 $14M
2023 2 117 $15M
2024 2 117 $16M

Nearby Defined Benefit (Pension) Plans in Ohio

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

Defined Benefit Pension Plan of United Way of Greater Cleveland vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Defined Benefit Pension Plan of United Way of Greater Cleveland, Total assets ($B): 0.008097627 · Participants: 13Defined Benefit Pension Plan of United Way of Greater ClevelandFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.144086795 · Participants: 12304Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.281060445 · Participants: 22311Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.475896468 · Participants: 15595American Electric Power System Retirement PlanParker Defined Benefit Plan, Total assets ($B): 3.656915014 · Participants: 191Parker Defined Benefit PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.592540979 · Participants: 10029Ohio Operating Engineers Pension Plan
Defined Benefit Pension Plan of United Way of Greater Cleveland vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Defined Benefit Pension Plan of United Way of Greater Cleveland side-by-side with 3 peers →

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

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Thomas County Federal Savings & Loan Association Retirement Plan in GA ($8M); by covered participants it is Weinstein Appraisal Group, Inc. Cash Balance Plan in PA (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 United Way of Greater Cleveland assets move in 2023? ▼
Defined Benefit Pension Plan of United Way of Greater Cleveland held essentially flat - up 1.0% during 2023, from $8M to $8M. Reported net income was $78K.
How have United Way of Greater Cleveland plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Way of Greater Cleveland's sponsor-wide assets grew 10.0%, from $14M to $16M.
Which Defined Benefit (Pension) plans are similar in size to Defined Benefit Pension Plan of United Way of Greater Cleveland? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Thomas County Federal Savings & Loan Association Retirement Plan in GA ($8M, 27 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Defined Benefit Pension Plan of United Way of Greater Cleveland? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Weinstein Appraisal Group, Inc. Cash Balance Plan in PA (13 participants, $4M 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 346516654.

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.