Other · DOL Form 5500 · 2024

United Way of Greater Cincinnati Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
97
Participants Small participant base
53rd
Percentile by assets National rank
$92,694
Avg per participant Below avg balance/head
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Official DOL plan name: United Way of Greater Cincinnati 403(b) Plan · Sponsored by United Way of Greater Cincinnati · Ohio · Other Services

$9M in assets, 97 participants

United Way of Greater Cincinnati's United Way of Greater Cincinnati 403(b) Plan reported $9M in total assets and 97 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #5,635 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, United Way of Greater Cincinnati 403(b) Plan ranks #5,635 of 7,719 2024 filers by assets (223% of the sector average)-$9M for 97 participants.

#5,635
in Other Services (7,719 peers)
+5.5%
assets growth YoY

United Way of Greater Cincinnati 403(b) Plan's mid-pack asset rank among Other Services and all filers

United Way of Greater Cincinnati 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$8,991,296 Top 47% higher than 53% of 123,620 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 2024

United Way of Greater Cincinnati 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 Greater Cincinnati 403(b) Plan is a small filing (97 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • United Way of Greater Cincinnati 403(b) Plan reported net income rose from $390K in the plan year 2023 filing to $468K in the plan year 2024 filing.
  • United Way of Greater Cincinnati 403(b) Plan reported participants rose from 83 in the plan year 2023 filing to 97 in the plan year 2024 filing.
  • United Way of Greater Cincinnati 403(b) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 310537502 · United Way of Greater Cincinnati PY 2024 · Other

United Way of Greater Cincinnati 403(b) Plan · $9M · 97 · 53rd

  • EOY $9M
  • EOY 97
  • EOY 53rd
  • EOY Other
  • EOY near The Felton Institute 403b Plan
  • EOY ind #5635

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 Ohio →

United Way of Greater Cincinnati 403(b) Plan in the asset neighbourhood

Archbold Expeditions, Inc. Retirement PlanArchbold Expeditions, Inc. R…$9MThe Carol Woods Retirement PlanThe Carol Woods Retirement P…$9MWestern North Carolina Community Health Services 403(b) Retirement PlanWestern North Carolina Commu…$9MUnited Way of Greater Cincinnati 403(b) PlanUnited Way of Greater Cincin…$9MThe Felton Institute 403b PlanThe Felton Institute 403b Pl…$9M
End-of-year total assets ($M) among United Way of Greater Cincinnati 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$468K
Employer EIN310537502
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Way of Greater Cincinnati)

Sponsor-wide plan assets over time

All United Way of Greater Cincinnati plans reported in each filing year

Latest sponsor-wide plan assets
$9M 10.544960970589935% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M 202220232024 $8.13M $8.99M ▲ +10.6%
Year Plans Participants Total Assets
2022 2 122 $8M
2023 1 83 $9M
2024 1 97 $9M

Nearby Other Plans in Ohio

Peer Other plans, same state, same plan type, ranked by total assets.

United Way of Greater Cincinnati 403(b) Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants United Way of Greater Cincinnati 403(b) Plan, Total assets ($B): 0.008991296 · Participants: 97United Way of Greater Cincinnati 403(b) PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 9.206868551 · Participants: 65407Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 2.729673146 · Participants: 29710Ohiohealth Retirement Savings Plan 403(b)University Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 2.463799725 · Participants: 27009University Hospitals Health System 403(b) Matched Retirement Savings PlanFaculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 2.074515772 · Participants: 1944Faculty and Key Administrative Employee's Retirement Plan aChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 2.025380502 · Participants: 19570Children's Hospital Medical Center Employee Savings Plan
United Way of Greater Cincinnati 403(b) Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare United Way of Greater Cincinnati 403(b) Plan side-by-side with 3 peers →

United Way of Greater Cincinnati 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is The Felton Institute 403b Plan in CA ($9M); by covered participants it is Walnut Hill School Defined Contribution Retirement Plan in MA (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 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.

Frequently Asked Questions

How did United Way of Greater Cincinnati 403(b) Plan assets move in 2024? ▼
United Way of Greater Cincinnati 403(b) Plan grew at a solid clip - up 5.5% during 2024, from $9M to $9M. Reported net income was $468K.
How have United Way of Greater Cincinnati plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Way of Greater Cincinnati's sponsor-wide assets grew 10.5%, from $8M to $9M.
Which Other plans are similar in size to United Way of Greater Cincinnati 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is The Felton Institute 403b Plan in CA ($9M, 551 participants).
Which Other plans cover a similar participant headcount to United Way of Greater Cincinnati 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Walnut Hill School Defined Contribution Retirement Plan in MA (97 participants, $19M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 310537502.

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.