Other · DOL Form 5500 · 2023
The United Way of Southwestern Pennsylvania Retirement Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 90
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $114,403
- Avg per participant Below avg balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of the United Way of Southwestern Pennsylvania · Sponsored by The United Way of Southwestern Pennsylvania · Pennsylvania · Other Services
$10M in assets, 90 participants
The United Way of Southwestern Pennsylvania's 403(b) Thrift Plan for Employees of the United Way of Southwestern Pennsylvania reported $10M in total assets and 90 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.
- #6,032 in Other Services (7,857 peers)
The United Way of Southwestern Pennsylvania multi-year trail
The United Way of Southwestern Pennsylvania's plans moved -25.1% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan for Employees of the United Way of Southwestern Pennsylvania at $10M / 90 participants.
- #6,032
- in Other Services (7,857 peers)
- +29.9%
- assets growth YoY
403(b) Thrift Plan for Employees of the United Way of Southwestern Pennsylvania's mid-pack asset rank among Other Services and all filers
403(b) Thrift Plan for Employees of the United Way of Southwestern Pennsylvania vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,296,306 Top 41% higher than 59% 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
403(b) Thrift Plan for Employees of the United Way of Southwestern Pennsylvania among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan for Employees of the United Way of Southwestern Pennsylvania is a small filing (90 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan for Employees of the United Way of Southwestern Pennsylvania reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of the United Way of Southwestern Pennsylvania end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of the United Way of Southwestern Pennsylvania reported participants rose from 84 in the plan year 2022 filing to 90 in the plan year 2023 filing.
DOL schedule card
Filing strip 251043578 · The United Way of Southwestern Pennsylvania PY 2023 · Other
403(b) Thrift Plan for Employees of the United Way of Southwestern Pennsylvania · $10M · 90 · 59th
- RANK $10M
- PHOTO 90
- IND 59th
- EOY Other
- 5500 near Section 403(b) Plan for God's Love We Deliver
- ASSETS ind #6032
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 Pennsylvania →
403(b) Thrift Plan for Employees of the United Way of Southwestern Pennsylvania in the asset neighbourhood
The United Way of Southwestern Pennsylvania multi-year asset trail
Sponsor-wide plan assets over time
All The United Way of Southwestern Pennsylvania plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 25.092863354110147% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 127 | $15M |
| 2023 | 2 | 127 | $10M |
| 2024 | 1 | 97 | $11M |
The United Way of Southwestern Pennsylvania filing trail (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 251043578 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
403(b) Thrift Plan for Employees of the United Way of Southwestern Pennsylvania's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Section 403(b) Plan for God's Love We Deliver in NY ($10M); by covered participants it is San Diego Foundation Section 403(b) Plan in CA (90 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (90 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.