401(k) · DOL Form 5500 · 2024
United Way of Massachusetts Bay, Inc. 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 96
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $203,338
- Avg per participant Above avg balance/head
Official DOL plan name: The 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, Inc. · Sponsored by United Way of Massachusetts Bay, Inc. · Massachusetts · Other Services
$20M in assets, 96 participants
United Way of Massachusetts Bay, Inc.'s The 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, Inc. reported $20M in total assets and 96 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- #6,434 in Other Services (7,719 peers)
United Way of Massachusetts Bay, Inc. multi-year trail
United Way of Massachusetts Bay, Inc.'s plans moved +14.2% in assets from 2022 to 2024; this filing shows The 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, Inc. at $20M / 96 participants.
- #6,434
- in Other Services (7,719 peers)
- +0.6%
- assets growth YoY
The 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, Inc.'s outsized position by total assets
The 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$19,520,439 Top 30% higher than 70% 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
The 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, 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. The 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, Inc. is a small filing (96 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, Inc. reported net income fell from $2M in the plan year 2023 filing to $118K in the plan year 2024 filing.
- The 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, Inc. reported participants rose from 92 in the plan year 2023 filing to 96 in the plan year 2024 filing.
- The 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, Inc. end-of-year assets rose from $19M in the plan year 2023 filing to $20M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 042382233 · United Way of Massachusetts Bay, Inc. PY 2024 · 401(k)
The 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, Inc. · $20M · 96 · 70th
- EBSA $20M
- EBSA 96
- EBSA 70th
- EBSA 401(k)
- EBSA near Mocap LLC Retirement Savings Plan
- EBSA ind #6434
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 Massachusetts →
The 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, Inc. in the asset neighbourhood
United Way of Massachusetts Bay, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All United Way of Massachusetts Bay, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 14.173956839354599% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 95 | $17M |
| 2023 | 1 | 92 | $19M |
| 2024 | 1 | 96 | $20M |
United Way of Massachusetts Bay, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $118K |
| Employer EIN | 042382233 |
| Plan Effective Date | 1989-10-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
The 401(k) Retirement Savings Plan of United Way of Massachusetts Bay, Inc.'s out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Mocap LLC Retirement Savings Plan in MO ($20M); by covered participants it is Berberian Entities 401(k) Retirement Plan in CA (96 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Mocap LLC Retirement Savings Plan (MO) $20M · 146
- Ganz U.S.a. LLC 401(k) Plan (NY) $20M · 198
- Christopherson Andavo LP 401(k) Plan (UT) $20M · 302
- Yrci 401(k) Plan (VA) $20M · 365
Similar participant headcount
Nearest other-state filings by covered participants (96 participants); asset peers above are excluded.
- Berberian Entities 401(k) Retirement Plan (CA) 96 · 0 off
- Burns Management Corporation 401(k) Plan (NY) 96 · 0 off
- Columbia Academy 401(k) Plan (DE) 96 · 0 off
- Hurley & Associates Savings & Retirement Plan (MO) 96 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.