Defined Benefit (Pension) · DOL Form 5500 · 2023

United Way of New York City Pension Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
11
Participants Small participant base
67th
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Defined Benefit Plan for United Way of New York City · Sponsored by United Way of New York City · New York · Other Services

$15M in assets, 11 participants

United Way of New York City's Defined Benefit Plan for United Way of New York City reported $15M in total assets and 11 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.

  • #6,432 in Other Services (7,857 peers)

United Way of New York City multi-year trail

United Way of New York City's plans moved +33.4% in assets from 2022 to 2024; this filing shows Defined Benefit Plan for United Way of New York City at $15M / 11 participants.

#6,432
in Other Services (7,857 peers)
+2.0%
assets growth YoY

Defined Benefit Plan for United Way of New York City's outsized position by total assets

Defined Benefit Plan for United Way of New York City vs every filed plan by assets

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

$15,216,841 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 Plan for United Way of New York City 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 Plan for United Way of New York City is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Defined Benefit Plan for United Way of New York City reported net income rose from -$6M in the plan year 2022 filing to $293K in the plan year 2023 filing.
  • Defined Benefit Plan for United Way of New York City end-of-year assets rose from $15M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 132617681 · United Way of New York City PY 2023 · Defined Benefit (Pension)

Defined Benefit Plan for United Way of New York City · $15M · 11 · 67th

  • PART $15M
  • TYPE 11
  • NET 67th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Affinia Healthcare Pension Plan
  • BOY ind #6432

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 New York →

Defined Benefit Plan for United Way of New York City in the asset neighbourhood

Retirement Plan for Employees of Evraz Stratcor Inc.Retirement Plan for Employee…$15MInstrumentation Laboratory Retirement PlanInstrumentation Laboratory R…$15MDefined Benefit Plan for United Way of New York CityDefined Benefit Plan for Uni…$15MAffinia Healthcare Pension PlanAffinia Healthcare Pension P…$15MRetirement Plan for the Employees of Iluka Resources Inc.Retirement Plan for the Empl…$15M
End-of-year total assets ($M) among Defined Benefit Plan for United Way of New York City and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

United Way of New York City multi-year asset trail

Sponsor-wide plan assets over time

All United Way of New York City plans reported in each filing year

Latest sponsor-wide plan assets
$20M 33.42229375567254% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $14.9M $19.9M ▲ +33.4%
Year Plans Participants Total Assets
2022 1 11 $15M
2023 2 104 $21M
2024 2 99 $20M

United Way of New York City filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$15M
Net Income$293K
Employer EIN132617681
Plan Effective Date1945-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Defined Benefit Plan for United Way of New York City vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Defined Benefit Plan for United Way of New York City, Total assets ($B): 0.015216841 · Participants: 11Defined Benefit Plan for United Way of New York CityIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Defined Benefit Plan for United Way of New York City vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Defined Benefit Plan for United Way of New York City side-by-side with 3 peers →

Defined Benefit Plan for United Way of New York City's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Affinia Healthcare Pension Plan in MO ($15M); by covered participants it is Boca General and Family Medicine Defined Benefit Plan in FL (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Plan for United Way of New York City assets move in 2023? ▼
Defined Benefit Plan for United Way of New York City edged up modestly - up 2.0% during 2023, from $15M to $15M. Reported net income was $293K.
How have United Way of New York City plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Way of New York City's sponsor-wide assets grew 33.4%, from $15M to $20M.
Which Defined Benefit (Pension) plans are similar in size to Defined Benefit Plan for United Way of New York City? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Affinia Healthcare Pension Plan in MO ($15M, 44 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Defined Benefit Plan for United Way of New York City? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Boca General and Family Medicine Defined Benefit Plan in FL (11 participants, $3M 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 132617681.

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.