401(k) · DOL Form 5500 · 2023

United Way of King County 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
188
Participants Below avg headcount
67th
Percentile by assets National rank
$80,446
Avg per participant Below avg balance/head
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Official DOL plan name: United Way of King County 403(b) Plan · Sponsored by United Way of King County · Washington · Healthcare & Social Assistance

$15M in assets, 188 participants

United Way of King County's United Way of King County 403(b) Plan reported $15M in total assets and 188 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #12,785 in Healthcare & Social Assistance (17,684 peers)

Coverage in Washington

United Way of King County 403(b) Plan covers 188 participants in Washington, about 13% of the average Washington filer (state average ~1,476 per filing). Assets: $15M.

#12,785
in Healthcare & Social Assistance (17,684 peers)
-0.6%
assets change YoY

The plan reported a net loss of $91K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

United Way of King County 403(b) Plan's outsized position by total assets

United Way of King County 403(b) Plan vs every filed plan by assets

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

$15,123,916 Top 33% higher than 67% 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

United Way of King County 403(b) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Way of King County 403(b) Plan sits mid-pack in the medium band (188 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • United Way of King County 403(b) Plan reported net income rose from -$3M in the plan year 2022 filing to -$91K in the plan year 2023 filing.
  • United Way of King County 403(b) Plan reported participants rose from 115 in the plan year 2022 filing to 188 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 910565555 · United Way of King County PY 2023 · 401(k)

United Way of King County 403(b) Plan · $15M · 188 · 67th

  • EOY $15M
  • EOY 188
  • EOY 67th
  • EOY 401(k)
  • EOY near Jak Schmidt, Inc. 401(k) Profit Sharing Plan
  • EOY ind #12785

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 Healthcare & Social Assistance retirement plans → · Plans in Washington →

United Way of King County 403(b) Plan in the asset neighbourhood

United Way of King County 403(b) PlanUnited Way of King County 40…$15MJak Schmidt, Inc. 401(k) Profit Sharing PlanJak Schmidt, Inc. 401(k) Pro…$15MT. R. Miller Mill Company, Inc. Savings and Profit Sharing PlanT. R. Miller Mill Company, I…$15MThe Independent Order of Foresters 401(k) Savings & Retirement PlanThe Independent Order of For…$15MThe Artcraft Group, Inc. 401(k) Profit Sharing PlanThe Artcraft Group, Inc. 401…$15M
End-of-year total assets ($M) among United Way of King County 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$15M
Net Income-$91K
Employer EIN910565555
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Way of King County)

Sponsor-wide plan assets over time

All United Way of King County plans reported in each filing year

Latest sponsor-wide plan assets
$16M 7.843709076932017% vs 2022
2024 filing year
$14.5M$15M$15.5M$16M$16.5M$17M 202220232024 $15.2M $16.4M ▲ +7.9%
Year Plans Participants Total Assets
2022 1 115 $15M
2023 1 188 $15M
2024 1 136 $16M

Nearby 401(k) Plans in Washington

Peer 401(k) plans, same state, same plan type, ranked by total assets.

United Way of King County 403(b) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants United Way of King County 403(b) Plan, Total assets ($B): 0.015123916 · Participants: 188United Way of King County 403(b) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
United Way of King County 403(b) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare United Way of King County 403(b) Plan side-by-side with 3 peers →

United Way of King County 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Jak Schmidt, Inc. 401(k) Profit Sharing Plan in NM ($15M); by covered participants it is Advantmed 401(k) and Profit Sharing Plan in CA (188 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (188 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 United Way of King County 403(b) Plan assets move in 2023? ▼
United Way of King County 403(b) Plan held essentially flat - down 0.6% during 2023, from $15M to $15M. Reported net income was -$91K.
How have United Way of King County plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Way of King County's sponsor-wide assets grew 7.8%, from $15M to $16M.
Which 401(k) plans are similar in size to United Way of King County 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jak Schmidt, Inc. 401(k) Profit Sharing Plan in NM ($15M, 2 participants).
Which 401(k) plans cover a similar participant headcount to United Way of King County 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Advantmed 401(k) and Profit Sharing Plan in CA (188 participants, $844K 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 910565555.

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.