Defined Benefit (Pension) · DOL Form 5500 · 2024
Catawba County United Way, Inc. Pension Plan
Data updated 2026-08-25
- $97K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 6th
- Percentile by assets National rank
- $19,398
- Avg per participant Low balance/head
Official DOL plan name: Catawba County United Way Profit Sharing Plan · Sponsored by Catawba County United Way, Inc. · North Carolina · Other Services
$97K in assets, 5 participants
Catawba County United Way, Inc.'s Catawba County United Way Profit Sharing Plan reported $97K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 6th 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.
- #965 in Other Services (7,719 peers)
Catawba County United Way, Inc. multi-year trail
Catawba County United Way, Inc.'s plans moved -21.8% in assets from 2022 to 2024; this filing shows Catawba County United Way Profit Sharing Plan at $97K / 5 participants.
- #965
- in Other Services (7,719 peers)
- +31.0%
- assets growth YoY
Catawba County United Way Profit Sharing Plan among the smaller filed plans by assets
Catawba County United Way Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$96,989 6th percentile higher than 6% 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
Catawba County United Way Profit Sharing Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Catawba County United Way Profit Sharing Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Catawba County United Way Profit Sharing Plan reported net income rose from -$50K in the plan year 2023 filing to $23K in the plan year 2024 filing.
- Catawba County United Way Profit Sharing Plan end-of-year assets rose from $74K in the plan year 2023 filing to $97K in the plan year 2024 filing.
- Catawba County United Way Profit Sharing Plan reported participants rose from 4 in the plan year 2023 filing to 5 in the plan year 2024 filing.
DOL schedule card
Filing strip 560774714 · Catawba County United Way, Inc. PY 2024 · Defined Benefit (Pension)
Catawba County United Way Profit Sharing Plan · $97K · 5 · 6th
- 5500 $97K
- ASSETS 5
- PCT 6th
- EIN Defined Benefit (Pension)
- RANK near Milk & Ice Cream Industry Dairy Employees Union Pen. Pln.
- PHOTO ind #965
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 North Carolina →
Catawba County United Way Profit Sharing Plan in the asset neighbourhood
Catawba County United Way, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Catawba County United Way, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $97K 21.812700024990527% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $124K |
| 2023 | 1 | 4 | $74K |
| 2024 | 1 | 5 | $97K |
Catawba County United Way, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $74K |
|---|---|
| Net Assets (End of Year) | $97K |
| Net Income | $23K |
| Employer EIN | 560774714 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in North Carolina
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Honeywell Retirement Earnings Plan $16.6B · 9,923
- Truist Financial Corporation Pension Plan $14.7B · 38,548
- Duke Energy Retirement Cash Balance Plan $4.7B · 13,576
- Employees' Retirement Plan of Duke University $2.8B · 22,655
- The Hearst Corporation Retirement Plan $2.4B · 1,745
Catawba County United Way Profit Sharing Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Milk & Ice Cream Industry Dairy Employees Union Pen. Pln. in OH ($95K); by covered participants it is Alan Tajerstein Pension Plan in NY (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($97K here).
Similar participant headcount
Nearest other-state filings by covered participants (5 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.