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
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
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.
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
Texas filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $1M |
| Employer EIN | 741167964 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING 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
| 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.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
Similar participant headcount
Nearest other-state filings by covered participants (196 participants); asset peers above are excluded.
- Sai360 401(k) Savings Plan (IL) 196 · 0 off
- Radiology of Indiana, P.C. 401(k) Plan (IN) 196 · 0 off
- Marking Services, Inc. 401(k) Plan (WI) 196 · 0 off
- Arcoro Holdings Corp. Profit Sharing Plan (CA) 196 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.