Defined Benefit (Pension) · DOL Form 5500 · 2023

The United Way of Southwestern Pennsylvania Pension Plan

Data updated 2026-08-25

$99K
Total assets Small plan by assets
37
Participants Small participant base
6th
Percentile by assets National rank
$2,677
Avg per participant Low balance/head
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Official DOL plan name: Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania · Sponsored by The United Way of Southwestern Pennsylvania · Pennsylvania · Other Services

$99K in assets, 37 participants

The United Way of Southwestern Pennsylvania's Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania reported $99K in total assets and 37 participants in its 2023 DOL Form 5500 filing, ranking in the 6th 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.

  • #1,038 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 Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania at $99K / 37 participants.

#1,038
in Other Services (7,857 peers)
-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.

Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania among the smaller filed plans by assets

Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania vs every filed plan by assets

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

$99,040 6th percentile higher than 6% 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 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. Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania reported net income fell from $439K in the plan year 2022 filing to -$7M in the plan year 2023 filing.
  • Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania end-of-year assets fell from $7M in the plan year 2022 filing to $99K in the plan year 2023 filing.
  • Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania reported participants fell from 43 in the plan year 2022 filing to 37 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 251043578 · The United Way of Southwestern Pennsylvania PY 2023 · Defined Benefit (Pension)

Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania · $99K · 37 · 6th

  • PCT $99K
  • PCT 37
  • PCT 6th
  • PCT Defined Benefit (Pension)
  • PCT near Bay Area Laundry and Dry Cleaning Pension Fund - Laundry Plan
  • PCT ind #1038

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 →

Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania in the asset neighbourhood

Defined Benefit Pension Plan of the United Way of Southwestern PennsylvaniaDefined Benefit Pension Plan…$99KBay Area Laundry and Dry Cleaning Pension Fund - Laundry PlanBay Area Laundry and Dry Cle…$99KHambros Manufacturing Co., Inc. Defined Benefit Pension PlanHambros Manufacturing Co., I…$100KHarvard Club of Boston Retirement Plan for EmployeesHarvard Club of Boston Retir…$98KRetirement Fund of the Fur Manufacturing IndustryRetirement Fund of the Fur M…$101K
End-of-year total assets ($M) among Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

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
$8M$10M$12M$14M$16M 202220232024 $15.3M $11.5M ▼ -25.1%
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)$7M
Net Assets (End of Year)$99K
Net Income-$7M
Employer EIN251043578
Plan Effective Date1976-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania, Total assets ($B): 0.00009904 · Participants: 37Defined Benefit Pension Plan of the United Way of Southwestern PennsylvaniaNational Elevator Industry Pension Plan, Total assets ($B): 11.224377797 · Participants: 27434National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York Mellon Corporation Pension Plan
Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania side-by-side with 3 peers →

Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Bay Area Laundry and Dry Cleaning Pension Fund - Laundry Plan in CA ($99K); by covered participants it is Retirement Plan for Officers,Business Reps and Office Employees of Local 464a in NJ (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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 the United Way of Southwestern Pennsylvania assets move in 2023? ▼
Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania contracted severely - down 98.7% during 2023, from $7M to $99K. Reported net income was -$7M.
How have The United Way of Southwestern Pennsylvania plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The United Way of Southwestern Pennsylvania's sponsor-wide assets declined 25.1%, from $15M to $11M.
Where does Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania rank by assets among Form 5500 filers? ▼
Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania ranks in the 6th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bay Area Laundry and Dry Cleaning Pension Fund - Laundry Plan in CA ($99K, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Officers,Business Reps and Office Employees of Local 464a in NJ (37 participants, $13M 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 251043578.

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.