Other · DOL Form 5500 · 2024
United Way of Greater Atlanta, Inc Retirement Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 149
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $123,006
- Avg per participant Near avg balance/head
Official DOL plan name: United Way of Greater Atlanta 403(b) Plan · Sponsored by United Way of Greater Atlanta, Inc · Georgia · Other Services
$18M in assets, 149 participants
United Way of Greater Atlanta, Inc's United Way of Greater Atlanta 403(b) Plan reported $18M in total assets and 149 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #6,375 in Other Services (7,719 peers)
Coverage in Georgia
United Way of Greater Atlanta 403(b) Plan covers 149 participants in Georgia, about 14% of the average Georgia filer (state average ~1,096 per filing). Assets: $18M.
- #6,375
- in Other Services (7,719 peers)
- +16.2%
- assets growth YoY
United Way of Greater Atlanta 403(b) Plan's outsized position by total assets
United Way of Greater Atlanta 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,327,960 Top 31% higher than 69% 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 Atlanta 403(b) 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 Atlanta 403(b) Plan sits mid-pack in the medium band (149 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- United Way of Greater Atlanta 403(b) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- United Way of Greater Atlanta 403(b) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- United Way of Greater Atlanta 403(b) Plan reported participants fell from 162 in the plan year 2023 filing to 149 in the plan year 2024 filing.
DOL schedule card
Filing strip 580566194 · United Way of Greater Atlanta, Inc PY 2024 · Other
United Way of Greater Atlanta 403(b) Plan · $18M · 149 · 69th
- NET $18M
- NET 149
- NET 69th
- NET Other
- NET near Kindering Center 403(b) Plan
- NET ind #6375
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 →
United Way of Greater Atlanta 403(b) Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $3M |
| Employer EIN | 580566194 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Way of Greater Atlanta, Inc)
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 233 | $28M |
| 2023 | 2 | 222 | $32M |
| 2024 | 2 | 206 | $36M |
Nearby Other Plans in Georgia
Peer Other plans, same state, same plan type, ranked by total assets.
- Wellstar Health System, Inc. Supplemental Retirement Savings Plan $2.8B · 26,097
- Northside Hospital 403(b) Retirement Plan $1.8B · 29,253
- Childrens Healthcare of Atlanta Inc Share Plan $1.5B · 13,143
- IBEW Local 613 Defined Contribution Pension Plan $752M · 4,682
- Navicent Health 403(b) Retirement Savings Plan $575M · 6,344
United Way of Greater Atlanta 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Georgia, the nearest Other by assets is Kindering Center 403(b) Plan in WA ($18M); by covered participants it is Snohomish County Public Defender Association 403(b) Plan in WA (149 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (149 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.