Defined Benefit (Pension) · DOL Form 5500 · 2023
United Way, Inc. Pension Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 53
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $329,113
- Avg per participant High balance/head
Official DOL plan name: Pension Plan for Employees of United Way, Inc. · Sponsored by United Way, Inc. · California · Other Services
$17M in assets, 53 participants
United Way, Inc.'s Pension Plan for Employees of United Way, Inc. reported $17M in total assets and 53 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #6,565 in Other Services (7,857 peers)
United Way, Inc. multi-year trail
United Way, Inc.'s plans moved +18.3% in assets from 2022 to 2024; this filing shows Pension Plan for Employees of United Way, Inc. at $17M / 53 participants.
- #6,565
- in Other Services (7,857 peers)
- +7.2%
- assets growth YoY
Pension Plan for Employees of United Way, Inc.'s outsized position by total assets
Pension Plan for Employees of United Way, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,442,963 Top 30% higher than 70% 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
Pension Plan for Employees of 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. Pension Plan for Employees of United Way, Inc. is a small filing (53 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pension Plan for Employees of United Way, Inc. reported net income rose from -$3K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Pension Plan for Employees of United Way, Inc. end-of-year assets rose from $16M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Pension Plan for Employees of United Way, Inc. reported participants fell from 55 in the plan year 2022 filing to 53 in the plan year 2023 filing.
DOL schedule card
Filing strip 952274801 · United Way, Inc. PY 2023 · Defined Benefit (Pension)
Pension Plan for Employees of United Way, Inc. · $17M · 53 · 70th
- VS-ST $17M
- BOY 53
- SCH 70th
- EBSA Defined Benefit (Pension)
- PART near Retirement Plan for Employees of Shop-Rite, Inc.
- TYPE ind #6565
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 California →
Pension Plan for Employees of United Way, Inc. in the asset neighbourhood
United Way, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All United Way, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 18.265971604757645% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 118 | $25M |
| 2023 | 2 | 130 | $27M |
| 2024 | 2 | 135 | $29M |
United Way, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $1M |
| Employer EIN | 952274801 |
| Plan Effective Date | 1968-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $33.5B · 127,356
- Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
- Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
- Disney Salaried Pension Plan D $10.1B · 10,813
Pension Plan for Employees of United Way, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Shop-Rite, Inc. in WI ($17M); by covered participants it is IBEW Local 1799 Pension Fund in NY (53 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (53 participants); asset peers above are excluded.
- IBEW Local 1799 Pension Fund (NY) 53 · 0 off
- Retirement Income Plan for Employees of the Chamber of Commerce of the United States of America (DC) 53 · 0 off
- Nuclear Energy Institute, Inc. Employees Pension Plan (DC) 53 · 0 off
- Pension Plan for Collectively Bargained Indianapolis Water Employees (IN) 53 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.