401(k) · DOL Form 5500 · 2024

United Way of Greater Houston 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
196
Participants Below avg headcount
77th
Percentile by assets National rank
$147,660
Avg per participant Above avg balance/head
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Official DOL plan name: United Way of Greater Houston Savings & Investment Plan · Sponsored by United Way of Greater Houston · Texas · Other Services

$29M in assets, 196 participants

United Way of Greater Houston's United Way of Greater Houston Savings & Investment Plan reported $29M in total assets and 196 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #6,806 in Other Services (7,719 peers)

Coverage in Texas

United Way of Greater Houston Savings & Investment Plan covers 196 participants in Texas, about 29% of the average Texas filer (state average ~688 per filing). Assets: $29M.

#6,806
in Other Services (7,719 peers)
+5.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

United Way of Greater Houston Savings & Investment Plan's outsized position by total assets

United Way of Greater Houston Savings & Investment Plan vs every filed plan by assets

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

$28,941,298 Top 23% higher than 77% 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 Houston Savings & Investment 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 Greater Houston Savings & Investment Plan sits mid-pack in the medium band (196 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • United Way of Greater Houston Savings & Investment Plan reported net income fell from $4M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • United Way of Greater Houston Savings & Investment Plan reported participants rose from 183 in the plan year 2023 filing to 196 in the plan year 2024 filing.
  • United Way of Greater Houston Savings & Investment Plan end-of-year assets rose from $27M in the plan year 2023 filing to $29M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 741167964 · United Way of Greater Houston PY 2024 · 401(k)

United Way of Greater Houston Savings & Investment Plan · $29M · 196 · 77th

  • ASSETS $29M
  • ASSETS 196
  • ASSETS 77th
  • ASSETS 401(k)
  • ASSETS near Armada Parent, Inc. 401(k) Plan
  • ASSETS ind #6806

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 Texas →

United Way of Greater Houston Savings & Investment Plan in the asset neighbourhood

United Way of Greater Houston Savings & Investment PlanUnited Way of Greater Housto…$29MArmada Parent, Inc. 401(k) PlanArmada Parent, Inc. 401(k) P…$29MVfw Tax Deferred Savings Plan and TrustVfw Tax Deferred Savings Pla…$29MRobert D. Gilmore & Associates, Inc. 401(k) Profit Sharing PlanRobert D. Gilmore & Associat…$29MStraub Distributing Company, Ltd. Profit-Sharing PlanStraub Distributing Company,…$29M
End-of-year total assets ($M) among United Way of Greater Houston Savings & Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$29M
Net Income$1M
Employer EIN741167964
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Way of Greater Houston)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$29M 24.92055987108293% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $23.2M $28.9M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 181 $23M
2023 1 183 $27M
2024 1 196 $29M

Nearby 401(k) Plans in Texas

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

United Way of Greater Houston Savings & Investment Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants United Way of Greater Houston Savings & Investment Plan, Total assets ($B): 0.028941298 · Participants: 196United Way of Greater Houston Savings & Investment PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
United Way of Greater Houston Savings & Investment Plan vs. nearby 401(k) plans in Texas, assets vs. participants

United Way of Greater Houston Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Armada Parent, Inc. 401(k) Plan in AL ($29M); by covered participants it is Sai360 401(k) Savings Plan in IL (196 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (196 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 Houston Savings & Investment Plan assets move in 2024?
United Way of Greater Houston Savings & Investment Plan grew at a solid clip - up 5.2% during 2024, from $27M to $29M. Reported net income was $1M.
How have United Way of Greater Houston plan assets changed over time?
Across 3 plan years on file (2022-2024), United Way of Greater Houston's sponsor-wide assets grew 24.9%, from $23M to $29M.
Where does United Way of Greater Houston Savings & Investment Plan rank by assets among Form 5500 filers?
United Way of Greater Houston Savings & Investment Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to United Way of Greater Houston Savings & Investment Plan?
Among 401(k) plans in other states, the closest by assets is Armada Parent, Inc. 401(k) Plan in AL ($29M, 1,772 participants).
Which 401(k) plans cover a similar participant headcount to United Way of Greater Houston Savings & Investment Plan?
Among 401(k) plans in other states, the closest by covered participants is Sai360 401(k) Savings Plan in IL (196 participants, $55M in assets).