Other · DOL Form 5500 · 2024
United Way of Greater Kansas City, Inc. Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 87
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $85,974
- Avg per participant Below avg balance/head
Official DOL plan name: United Way of Greater Kansas City, Inc. 403(b) Plan · Sponsored by United Way of Greater Kansas City, Inc. · Missouri · Other Services
$7M in assets, 87 participants
United Way of Greater Kansas City, Inc.'s United Way of Greater Kansas City, Inc. 403(b) Plan reported $7M in total assets and 87 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.
- #5,400 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, United Way of Greater Kansas City, Inc. 403(b) Plan ranks #5,400 of 7,719 2024 filers by assets (268% of the sector average)-$7M for 87 participants.
- #5,400
- in Other Services (7,719 peers)
- +23.5%
- assets growth YoY
United Way of Greater Kansas City, Inc. 403(b) Plan's mid-pack asset rank among Other Services and all filers
United Way of Greater Kansas City, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,479,739 Top 50% higher than 50% 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
United Way of Greater Kansas City, Inc. 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 Kansas City, Inc. 403(b) Plan is a small filing (87 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- United Way of Greater Kansas City, Inc. 403(b) Plan reported net income rose from $737K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- United Way of Greater Kansas City, Inc. 403(b) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- United Way of Greater Kansas City, Inc. 403(b) Plan reported participants rose from 83 in the plan year 2023 filing to 87 in the plan year 2024 filing.
DOL schedule card
Filing strip 440545812 · United Way of Greater Kansas City, Inc. PY 2024 · Other
United Way of Greater Kansas City, Inc. 403(b) Plan · $7M · 87 · 50th
- IND $7M
- IND 87
- IND 50th
- IND Other
- IND near Catholic Charities, Inc. Diocese of Madison Retirement Plan
- IND ind #5400
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 Missouri →
United Way of Greater Kansas City, Inc. 403(b) Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 440545812 |
| Plan Effective Date | 1997-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Way of Greater Kansas City, Inc.)
Sponsor-wide plan assets over time
All United Way of Greater Kansas City, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 40.57910463021331% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 75 | $5M |
| 2023 | 1 | 83 | $6M |
| 2024 | 1 | 87 | $7M |
Nearby Other Plans in Missouri
Peer Other plans, same state, same plan type, ranked by total assets.
- Washington University Retirement Savings Plan $7.5B · 26,975
- Children's Mercy Hospital Tax-Deferred Annuity Retirement Plan $1.1B · 9,184
- Cox Savings Incentive Plan $964M · 13,001
- Saint Louis University 403(b) Annuity Plan $962M · 4,219
- University Health 403(b) Plan $297M · 4,646
United Way of Greater Kansas City, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Missouri, the nearest Other by assets is Catholic Charities, Inc. Diocese of Madison Retirement Plan in WI ($7M); by covered participants it is Shore Country Day School 403(b) DC Plan in MA (87 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (87 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.