Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania

Compiled by PlainRetire Editorial, Retirement Plans Editorial Team

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by The United Way of Southwestern Pennsylvania · Pennsylvania · Other Services

What the 2023 filing shows

Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania holds $99K for 37 participants - about $2,677 per participant, down 98.7% over the 2023 plan year.

$99K
total plan assets (2023 EOY): 37
covered participants: $2,677
avg assets per participant: -98.7%
assets change YoY

The plan reported a net loss of $7M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)

$99K

Participants

State

Pennsylvania

Industry

Other Services

What the Filing Says About Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania

Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania is a Defined Benefit (Pension) retirement plan sponsored by The United Way of Southwestern Pennsylvania, headquartered in Pennsylvania. As of the 2023 Form 5500 filing, the plan reports $99K in total end-of-year assets and covers 37 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 251043578, and the plan has been effective since 1976-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $7M at the beginning of 2023 to $99K at year-end — a decline of 98.7%. Net assets (after liabilities) closed the year at $99K, with reported net income of $-7,314,930 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$7M
Total Assets (End of Year)	$99K
Net Assets (End of Year)	$99K
Net Income	$-7,314,930
Plan Type	Defined Benefit (Pension)
Employer EIN	251043578
Plan Effective Date	1976-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (The United Way of Southwestern Pennsylvania)

Year	Plans	Participants	Total Assets
2022	2	127	$15M
2023	2	127	$10M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Steelworkers Pension Trust $6.6B · 47,052
The PNC Financial Services Group, Inc. Pension Plan $5.6B · 63,680
Constellation Retirement Program $5.3B · 5,080
The Bank of New York Mellon Corporation Pension Plan $5.3B · 7,374
United States Steel Corporation Plan for Employee Pension Benefits (Revision of 2003) $4.3B · 3,317

Compare Defined Benefit Pension Plan of the Unit… side-by-side with 3 peers →

Related Data

Guides

Frequently Asked Questions

How much money is in the Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania? ▼

As of the 2023 Form 5500 filing, Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania holds $99K in total assets with 37 participants. It is sponsored by The United Way of Southwestern Pennsylvania.

What type of plan is Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania? ▼

Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania is a Defined Benefit (Pension) plan. It has been effective since 1976-07-01. The plan is filed with the U.S. Department of Labor under EIN 251043578.

Who sponsors the Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania? ▼

Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania is sponsored by The United Way of Southwestern Pennsylvania, located in Pennsylvania. The sponsor's EIN is 251043578 and the plan operates in the Other Services industry.

How did Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania perform in 2023? ▼

Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania declined by 98.7% during 2023, moving from $7M to $99K in total assets. Net income was $-7,314,930.

Where can I find official filings for Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania? ▼

Official Form 5500 filings for Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 251043578 or plan name at efast.dol.gov.

How does Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania compare to other plans? ▼

You can compare Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania against other Defined Benefit (Pension) plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.