Other · DOL Form 5500 · 2024
United Way of Tarrant County Retirement Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 73
- Participants Small participant base
Official DOL plan name: United Way of Tarrant County 403(b) Plan · Sponsored by United Way of Tarrant County · Texas · Other Services
N/A in assets, 73 participants
United Way of Tarrant County's United Way of Tarrant County 403(b) Plan reported N/A in total assets and 73 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2024 filing shows
United Way of Tarrant County 403(b) Plan holds N/A for 73 participants.
- -$4M
- reported net income
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
United Way of Tarrant County 403(b) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Way of Tarrant County 403(b) Plan is a small filing (73 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- United Way of Tarrant County 403(b) Plan reported net income fell from -$1M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
- United Way of Tarrant County 403(b) Plan reported participants fell from 75 in the plan year 2023 filing to 73 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 750858360 · United Way of Tarrant County PY 2024 · Other
United Way of Tarrant County 403(b) Plan · N/A · 73
- ASSETS N/A
- ASSETS 73
- ASSETS PY 2024
- ASSETS Other
- ASSETS near The Henry L. Stimson Center 403(b) DC Plan
- ASSETS -$4M
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 Texas →
Filing particulars (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$4M |
| Employer EIN | 750858360 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Way of Tarrant County)
Sponsor-wide plan assets over time
All United Way of Tarrant County plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 74 | $6M |
| 2023 | 1 | 75 | $4M |
| 2024 | 1 | 73 | N/A |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $3.3B · 33,543
- The Tax Sheltered Annuity Plan of the Methodist Hospital $3.0B · 32,299
- Baylor College of Medicine Section 403b $2.2B · 13,205
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $2.1B · 16,971
- Southwest Research Institute Retirement Plan $1.7B · 3,107
United Way of Tarrant County 403(b) Plan's closest out-of-state Other peers by headcount
Outside Texas, the nearest Other by covered participants is The Henry L. Stimson Center 403(b) DC Plan in DC (73 participants; this filing: 73 participants).
Similar participant headcount
Nearest other-state filings by covered participants (73 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.