Defined Benefit (Pension) · DOL Form 5500 · 2023

United Way of the Bay Area Pension Plan

Data updated 2026-08-25

$890K
Total assets Small plan by assets
5
Participants Small participant base
23rd
Percentile by assets National rank
$178,088
Avg per participant Above avg balance/head
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Official DOL plan name: Pension Plan of United Way of the Bay Area · Sponsored by United Way of the Bay Area · California · Other Services

$890K in assets, 5 participants

United Way of the Bay Area's Pension Plan of United Way of the Bay Area reported $890K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,655 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Pension Plan of United Way of the Bay Area ranks #3,655 of 7,857 2023 filers by assets (2254% of the sector average)-$890K for 5 participants.

#3,655
in Other Services (7,857 peers)
-92.4%
assets change YoY

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pension Plan of United Way of the Bay Area among the smaller filed plans by assets

Pension Plan of United Way of the Bay Area vs every filed plan by assets

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

$890,439 23rd percentile higher than 23% 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

Pension Plan of United Way of the Bay Area among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan of United Way of the Bay Area is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pension Plan of United Way of the Bay Area reported net income fell from $491K in the plan year 2022 filing to -$12M in the plan year 2023 filing.
  • Pension Plan of United Way of the Bay Area end-of-year assets fell from $12M in the plan year 2022 filing to $890K in the plan year 2023 filing.
  • Pension Plan of United Way of the Bay Area reported participants fell from 6 in the plan year 2022 filing to 5 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 941312348 · United Way of the Bay Area PY 2023 · Defined Benefit (Pension)

Pension Plan of United Way of the Bay Area · $890K · 5 · 23rd

  • PCT $890K
  • EIN 5
  • RANK 23rd
  • PHOTO Defined Benefit (Pension)
  • IND near Ljms Associates, LLC Retirement Plan and Trust
  • EOY ind #3655

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 of United Way of the Bay Area in the asset neighbourhood

Eduardo Negron Mercado Defined Benefit PlanEduardo Negron Mercado Defin…$899KEmployees Retirement Plan of Roofers Union Local 8 Welfare FundEmployees Retirement Plan of…$900KSocial Studies Defined Benefit Pension PlanSocial Studies Defined Benef…$904KPension Plan of United Way of the Bay AreaPension Plan of United Way o…$890KLjms Associates, LLC Retirement Plan and TrustLjms Associates, LLC Retirem…$892K
End-of-year total assets ($M) among Pension Plan of United Way of the Bay Area and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)N/A
Net Income-$12M
Employer EIN941312348
Plan Effective Date1979-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Way of the Bay Area)

Sponsor-wide plan assets over time

All United Way of the Bay Area plans reported in each filing year

Latest sponsor-wide plan assets
$15M 30.218088734193287% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $21.3M $14.9M ▼ -30.2%
Year Plans Participants Total Assets
2022 2 6 $21M
2023 2 74 $14M
2024 2 69 $15M

Nearby Defined Benefit (Pension) Plans in California

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

Pension Plan of United Way of the Bay Area vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Pension Plan of United Way of the Bay Area, Total assets ($B): 0.000890439 · Participants: 5Pension Plan of United Way of the Bay AreaKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Pension Plan of United Way of the Bay Area vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Pension Plan of United Way of the Bay Area side-by-side with 3 peers →

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

Outside California, the nearest Defined Benefit (Pension) by assets is Ljms Associates, LLC Retirement Plan and Trust in NY ($892K); by covered participants it is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Pension Plan of United Way of the Bay Area assets move in 2023? ▼
Pension Plan of United Way of the Bay Area contracted severely - down 92.4% during 2023, from $12M to $890K. Reported net income was -$12M.
How have United Way of the Bay Area plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Way of the Bay Area's sponsor-wide assets declined 30.2%, from $21M to $15M.
Where does Pension Plan of United Way of the Bay Area rank by assets among Form 5500 filers? ▼
Pension Plan of United Way of the Bay Area ranks in the 23rd 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 Pension Plan of United Way of the Bay Area? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ljms Associates, LLC Retirement Plan and Trust in NY ($892K, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan of United Way of the Bay Area? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 participants, $1M 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 941312348.

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.