401(k) · DOL Form 5500 · 2024

United Way of Central Indiana Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
119
Participants Small participant base
48th
Percentile by assets National rank
$57,055
Avg per participant Low balance/head
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Official DOL plan name: United Way of Central Indiana Inc. Retirement Plan · Sponsored by United Way of Central Indiana Inc. · Indiana · Other Services

$7M in assets, 119 participants

United Way of Central Indiana Inc.'s United Way of Central Indiana Inc. Retirement Plan reported $7M in total assets and 119 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #5,274 in Other Services (7,719 peers)

Coverage in Indiana

United Way of Central Indiana Inc. Retirement Plan covers 119 participants in Indiana, about 22% of the average Indiana filer (state average ~541 per filing). Assets: $7M.

#5,274
in Other Services (7,719 peers)
+24.7%
assets growth YoY

United Way of Central Indiana Inc. Retirement Plan's mid-pack asset rank among Other Services and all filers

United Way of Central Indiana Inc. Retirement Plan vs every filed plan by assets

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

$6,789,541 48th percentile higher than 48% 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 Central Indiana Inc. Retirement Plan among mid-size 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 Central Indiana Inc. Retirement Plan sits mid-pack in the medium band (119 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • United Way of Central Indiana Inc. Retirement Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • United Way of Central Indiana Inc. Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • United Way of Central Indiana Inc. Retirement Plan reported participants rose from 111 in the plan year 2023 filing to 119 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 351007590 · United Way of Central Indiana Inc. PY 2024 · 401(k)

United Way of Central Indiana Inc. Retirement Plan · $7M · 119 · 48th

  • TYPE $7M
  • NET 119
  • BOOK 48th
  • VS-ST 401(k)
  • BOY near Traliant Operating, LLC. 401(k) Plan
  • SCH ind #5274

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 Indiana →

United Way of Central Indiana Inc. Retirement Plan in the asset neighbourhood

United Way of Central Indiana Inc. Retirement PlanUnited Way of Central Indian…$7MTraliant Operating, LLC. 401(k) PlanTraliant Operating, LLC. 401…$7MNy Community Financial LLC 401(k) PlanNy Community Financial LLC 4…$7MChild and Family Focus Inc, 401(k) Retirement PlanChild and Family Focus Inc, …$7MSouthern Insurance Underwriters, Inc. 401 (K) Plan & TrustSouthern Insurance Underwrit…$7M
End-of-year total assets ($M) among United Way of Central Indiana Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN351007590
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Way of Central Indiana Inc.)

Sponsor-wide plan assets over time

All United Way of Central Indiana Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 53.277758300077636% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.43M $6.79M ▲ +53.3%
Year Plans Participants Total Assets
2022 1 115 $4M
2023 1 111 $5M
2024 1 119 $7M

Nearby 401(k) Plans in Indiana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

United Way of Central Indiana Inc. Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants United Way of Central Indiana Inc. Retirement Plan, Total assets ($B): 0.006789541 · Participants: 119United Way of Central Indiana Inc. Retirement PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
United Way of Central Indiana Inc. Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare United Way of Central Indiana Inc. Retirement Plan side-by-side with 3 peers →

United Way of Central Indiana Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Traliant Operating, LLC. 401(k) Plan in CA ($7M); by covered participants it is Solo Printing 401(k) Savings Plan in FL (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 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 Central Indiana Inc. Retirement Plan assets move in 2024? ▼
United Way of Central Indiana Inc. Retirement Plan grew sharply - up 24.7% during 2024, from $5M to $7M. Reported net income was $1M.
How have United Way of Central Indiana Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Way of Central Indiana Inc.'s sponsor-wide assets grew 53.3%, from $4M to $7M.
Which 401(k) plans are similar in size to United Way of Central Indiana Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Traliant Operating, LLC. 401(k) Plan in CA ($7M, 170 participants).
Which 401(k) plans cover a similar participant headcount to United Way of Central Indiana Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Solo Printing 401(k) Savings Plan in FL (119 participants, $8M 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 351007590.

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.