Profit Sharing · DOL Form 5500 · 2024
United Way of Greater Milwaukee & Waukesha County, Inc Profit Sharing Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 85
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $215,993
- Avg per participant Above avg balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of United Way of Greater Milwaukee & Waukesha County, Inc. · Sponsored by United Way of Greater Milwaukee & Waukesha County, Inc · Wisconsin · Healthcare & Social Assistance
$18M in assets, 85 participants
United Way of Greater Milwaukee & Waukesha County, Inc's 403(b) Thrift Plan for Employees of United Way of Greater Milwaukee & Waukesha County, Inc. reported $18M in total assets and 85 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #12,425 in Healthcare & Social Assistance (16,916 peers)
United Way of Greater Milwaukee & Waukesha County, Inc multi-year trail
United Way of Greater Milwaukee & Waukesha County, Inc's plans moved +28.2% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan for Employees of United Way of Greater Milwaukee & Waukesha County, Inc. at $18M / 85 participants.
- #12,425
- in Healthcare & Social Assistance (16,916 peers)
- +10.9%
- assets growth YoY
403(b) Thrift Plan for Employees of United Way of Greater Milwaukee & Waukesha County, Inc.'s outsized position by total assets
403(b) Thrift Plan for Employees of United Way of Greater Milwaukee & Waukesha County, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,359,424 Top 31% higher than 69% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
403(b) Thrift Plan for Employees of United Way of Greater Milwaukee & Waukesha County, Inc. among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan for Employees of United Way of Greater Milwaukee & Waukesha County, Inc. is a small filing (85 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan for Employees of United Way of Greater Milwaukee & Waukesha County, Inc. reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of United Way of Greater Milwaukee & Waukesha County, Inc. end-of-year assets rose from $17M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of United Way of Greater Milwaukee & Waukesha County, Inc. reported participants fell from 86 in the plan year 2023 filing to 85 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 390806190 · United Way of Greater Milwaukee & Waukesha County, Inc PY 2024 · Profit Sharing
403(b) Thrift Plan for Employees of United Way of Greater Milwaukee & Waukesha County, Inc. · $18M · 85 · 69th
- EBSA $18M
- EBSA 85
- EBSA 69th
- EBSA Profit Sharing
- EBSA near Central New York Laborers' Annuity Fund
- EBSA ind #12425
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 Wisconsin →
403(b) Thrift Plan for Employees of United Way of Greater Milwaukee & Waukesha County, Inc. in the asset neighbourhood
United Way of Greater Milwaukee & Waukesha County, Inc multi-year asset trail
Sponsor-wide plan assets over time
All United Way of Greater Milwaukee & Waukesha County, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 28.167795058013105% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 80 | $14M |
| 2023 | 1 | 86 | $17M |
| 2024 | 1 | 85 | $18M |
United Way of Greater Milwaukee & Waukesha County, Inc filing trail (2024)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $2M |
| Employer EIN | 390806190 |
| Plan Effective Date | 1991-05-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.4B · 5,999
- Aspirus, Inc. Retirement Plan $893M · 10,194
- Thedacare Retirement and 403(b) Savings Plan $838M · 6,180
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $374M · 1,894
- Clarios Retirement Savings and Investment Plan $334M · 5,088
403(b) Thrift Plan for Employees of United Way of Greater Milwaukee & Waukesha County, Inc.'s out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is Central New York Laborers' Annuity Fund in NY ($18M); by covered participants it is Robert Chick Fritz, Inc. Profit Sharing Plan and Trust in IL (85 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (85 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.