Defined Benefit (Pension) · DOL Form 5500 · 2023
United Way of Central Alabama, Inc. Pension Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 131
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $79,871
- Avg per participant Below avg balance/head
Official DOL plan name: Defined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc. · Sponsored by United Way of Central Alabama, Inc. · Alabama · Other Services
$10M in assets, 131 participants
United Way of Central Alabama, Inc.'s Defined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc. reported $10M in total assets and 131 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.
- #6,047 in Other Services (7,857 peers)
Coverage in Alabama
Defined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc. covers 131 participants in Alabama, about 36% of the average Alabama filer (state average ~360 per filing). Assets: $10M.
- #6,047
- in Other Services (7,857 peers)
- -28.2%
- assets change YoY
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.
Defined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc.'s mid-pack asset rank among Other Services and all filers
Defined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,463,124 Top 40% higher than 60% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Defined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc. among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Defined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc. sits mid-pack in the medium band (131 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Defined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc. reported net income fell from -$3M in the plan year 2022 filing to -$4M in the plan year 2023 filing.
- Defined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc. end-of-year assets fell from $15M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Defined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc. reported participants fell from 136 in the plan year 2022 filing to 131 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 630288846 · United Way of Central Alabama, Inc. PY 2023 · Defined Benefit (Pension)
Defined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc. · $10M · 131 · 60th
- RANK $10M
- PHOTO 131
- IND 60th
- EOY Defined Benefit (Pension)
- 5500 near Community Hospitals of Indiana Replacement Plan
- ASSETS ind #6047
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 Alabama →
Defined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc. in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$4M |
| Employer EIN | 630288846 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Way of Central Alabama, Inc.)
Sponsor-wide plan assets over time
All United Way of Central Alabama, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 2.0940784013464797% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 306 | $20M |
| 2023 | 2 | 312 | $17M |
| 2024 | 2 | 346 | $20M |
Nearby Defined Benefit (Pension) Plans in Alabama
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation Retirement Plan $1.2B · 292
- Blue Cross and Blue Shield of Alabama Retirement Plan $737M · 2,014
- Regions Financial Corporation Retirement Plan for Associates $716M · 2,395
- Vulcan Materials Company Pension Plan $508M · 776
- American Cast Iron Pipe Company Pension Plan $440M · 832
Defined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Alabama, the nearest Defined Benefit (Pension) by assets is Community Hospitals of Indiana Replacement Plan in IN ($10M); by covered participants it is Northwestern Energy Sd/Ne Pension Plan in MT (131 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (131 participants); asset peers above are excluded.
- Northwestern Energy Sd/Ne Pension Plan (MT) 131 · 0 off
- Pq Corporation Retirement Plan (PA) 131 · 0 off
- United Stars, Inc. Pension Plan (WI) 131 · 0 off
- Plumbing & Heating Wholesalers Retirement Income Plan for the Benefit of Shopmen's Division of Pipe Fitters' Association, Local 597 (IL) 131 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.