Defined Benefit (Pension) · DOL Form 5500 · 2024

United Way of Greater Atlanta, Inc. Pension Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
57
Participants Small participant base
67th
Percentile by assets National rank
$304,079
Avg per participant High balance/head
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Official DOL plan name: The Pension Plan of United Way of Greater Atlanta, Inc. · Sponsored by United Way of Greater Atlanta, Inc. · Georgia · Other Services

$17M in assets, 57 participants

United Way of Greater Atlanta, Inc.'s The Pension Plan of United Way of Greater Atlanta, Inc. reported $17M in total assets and 57 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #6,319 in Other Services (7,719 peers)

United Way of Greater Atlanta, Inc. multi-year trail

United Way of Greater Atlanta, Inc.'s plans moved +25.9% in assets from 2022 to 2024; this filing shows The Pension Plan of United Way of Greater Atlanta, Inc. at $17M / 57 participants.

#6,319
in Other Services (7,719 peers)
+8.2%
assets growth YoY

The Pension Plan of United Way of Greater Atlanta, Inc.'s outsized position by total assets

The Pension Plan of United Way of Greater Atlanta, Inc. vs every filed plan by assets

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

$17,332,480 Top 33% higher than 67% 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

The Pension Plan of United Way of Greater Atlanta, Inc. among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Pension Plan of United Way of Greater Atlanta, Inc. is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Pension Plan of United Way of Greater Atlanta, Inc. reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • The Pension Plan of United Way of Greater Atlanta, Inc. end-of-year assets rose from $16M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • The Pension Plan of United Way of Greater Atlanta, Inc. reported participants fell from 60 in the plan year 2023 filing to 57 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 580566194 · United Way of Greater Atlanta, Inc. PY 2024 · Defined Benefit (Pension)

The Pension Plan of United Way of Greater Atlanta, Inc. · $17M · 57 · 67th

  • PHOTO $17M
  • IND 57
  • EOY 67th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Teg Federal Credit Union Retirement Pension Plan
  • PCT ind #6319

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 Georgia →

The Pension Plan of United Way of Greater Atlanta, Inc. in the asset neighbourhood

The Pension Plan of United Way of Greater Atlanta, Inc.The Pension Plan of United W…$17MTeg Federal Credit Union Retirement Pension PlanTeg Federal Credit Union Ret…$17MBay Area Surgical Specialists Defined Benefit Pp&tBay Area Surgical Specialist…$17MDestileria Serralles, Inc. Puerto Rico Pension PlanDestileria Serralles, Inc. P…$17MGranges Americas Inc. Pension Plan for Hourly Paid Employees at Salisbury, Nc PlantGranges Americas Inc. Pensio…$17M
End-of-year total assets ($M) among The Pension Plan of United Way of Greater Atlanta, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

United Way of Greater Atlanta, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All United Way of Greater Atlanta, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 25.907926710062583% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.3M $35.7M ▲ +25.9%
Year Plans Participants Total Assets
2022 2 233 $28M
2023 2 222 $32M
2024 2 206 $36M

United Way of Greater Atlanta, Inc. filing trail (2024)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$1M
Employer EIN580566194
Plan Effective Date1976-03-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Georgia

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Pension Plan of United Way of Greater Atlanta, Inc. vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -50510152025 Total assets ($B) Participants The Pension Plan of United Way of Greater Atlanta, Inc., Total assets ($B): 0.01733248 · Participants: 57The Pension Plan of United Way of Greater Atlanta, Inc.UPS Retirement Plan, Total assets ($B): 21.2364871 · Participants: 43465UPS Retirement PlanThe Southern Company Pension Plan, Total assets ($B): 15.319238036 · Participants: 25843The Southern Company Pension PlanUPS/Ibt Full-Time Employee Pension Plan, Total assets ($B): 12.219463258 · Participants: 69627UPS/Ibt Full-Time Employee Pension PlanUPS Pension Plan, Total assets ($B): 9.280234765 · Participants: 157587UPS Pension PlanDelta Retirement Plan, Total assets ($B): 7.253434311 · Participants: 15222Delta Retirement Plan
The Pension Plan of United Way of Greater Atlanta, Inc. vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants
Compare The Pension Plan of United Way of Greater Atlanta, Inc. side-by-side with 3 peers →

The Pension Plan of United Way of Greater Atlanta, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Georgia, the nearest Defined Benefit (Pension) by assets is Teg Federal Credit Union Retirement Pension Plan in NY ($17M); by covered participants it is Pension Plan B of the American College of Physicians, Inc. in PA (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 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 The Pension Plan of United Way of Greater Atlanta, Inc. assets move in 2024? ▼
The Pension Plan of United Way of Greater Atlanta, Inc. grew at a solid clip - up 8.2% during 2024, from $16M to $17M. Reported net income was $1M.
How have United Way of Greater Atlanta, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Way of Greater Atlanta, Inc.'s sponsor-wide assets grew 25.9%, from $28M to $36M.
Which Defined Benefit (Pension) plans are similar in size to The Pension Plan of United Way of Greater Atlanta, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Teg Federal Credit Union Retirement Pension Plan in NY ($17M, 108 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Pension Plan of United Way of Greater Atlanta, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan B of the American College of Physicians, Inc. in PA (57 participants, $53M 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 580566194.

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.