Other · DOL Form 5500 · 2024
United Way for Southeastern Michigan Retirement Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 204
- Participants Below avg headcount
- 55th
- Percentile by assets National rank
- $47,868
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for United Way for Southeastern Michigan · Sponsored by United Way for Southeastern Michigan · Michigan · Other Services
$10M in assets, 204 participants
United Way for Southeastern Michigan's 403(b) Thrift Plan for United Way for Southeastern Michigan reported $10M in total assets and 204 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.
- #5,717 in Other Services (7,719 peers)
Coverage in Michigan
403(b) Thrift Plan for United Way for Southeastern Michigan covers 204 participants in Michigan, about 32% of the average Michigan filer (state average ~638 per filing). Assets: $10M.
- #5,717
- in Other Services (7,719 peers)
- +4.4%
- assets growth YoY
403(b) Thrift Plan for United Way for Southeastern Michigan's mid-pack asset rank among Other Services and all filers
403(b) Thrift Plan for United Way for Southeastern Michigan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,765,090 Top 45% higher than 55% 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
403(b) Thrift Plan for United Way for Southeastern Michigan 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. 403(b) Thrift Plan for United Way for Southeastern Michigan sits mid-pack in the medium band (204 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan for United Way for Southeastern Michigan reported net income fell from $2M in the plan year 2023 filing to $414K in the plan year 2024 filing.
- 403(b) Thrift Plan for United Way for Southeastern Michigan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 203099071 · United Way for Southeastern Michigan PY 2024 · Other
403(b) Thrift Plan for United Way for Southeastern Michigan · $10M · 204 · 55th
- EOY $10M
- 5500 204
- ASSETS 55th
- PCT Other
- EIN near Tax Deferred Annuity Plan for the Arc of Central Alabama,Inc
- RANK ind #5717
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 Michigan →
403(b) Thrift Plan for United Way for Southeastern Michigan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $414K |
| Employer EIN | 203099071 |
| Plan Effective Date | 2005-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Way for Southeastern Michigan)
Sponsor-wide plan assets over time
All United Way for Southeastern Michigan plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 28.38825512700262% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 172 | $8M |
| 2023 | 1 | 206 | $9M |
| 2024 | 1 | 204 | $10M |
Nearby Other Plans in Michigan
Peer Other plans, same state, same plan type, ranked by total assets.
- Fca US LLC UAW Savings Plan $5.2B · 44,591
- Fca US LLC Salaried Employees' Savings Plan $5.1B · 15,683
- Spectrum Health System 403(b) Plan $3.2B · 32,821
- Beaumont Health 403(b) Retirement Savings Plan $3.0B · 34,160
- Henry Ford Health System Heritage 403(b) Plan $1.4B · 14,465
403(b) Thrift Plan for United Way for Southeastern Michigan's out-of-state Other peers by assets and headcount
Outside Michigan, the nearest Other by assets is Tax Deferred Annuity Plan for the Arc of Central Alabama,Inc in AL ($10M); by covered participants it is Step Up Suncoast, Inc. 403(b) Plan in FL (204 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (204 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.