401(k) · DOL Form 5500 · 2023

United Way of the Bay Area 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
69
Participants Small participant base
64th
Percentile by assets National rank
$186,932
Avg per participant Above avg balance/head
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Official DOL plan name: Uwba 401(k) Plan · Sponsored by United Way of the Bay Area · California · Healthcare & Social Assistance

$13M in assets, 69 participants

United Way of the Bay Area's Uwba 401(k) Plan reported $13M in total assets and 69 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,257 in Healthcare & Social Assistance (17,684 peers)

United Way of the Bay Area multi-year trail

United Way of the Bay Area's plans moved -30.2% in assets from 2022 to 2024; this filing shows Uwba 401(k) Plan at $13M / 69 participants.

#12,257
in Healthcare & Social Assistance (17,684 peers)
+34.0%
assets growth YoY

Uwba 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Uwba 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$12,898,309 Top 36% higher than 64% of 127,068 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 2023

Uwba 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Uwba 401(k) Plan is a small filing (69 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Uwba 401(k) Plan reported net income rose from -$467K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Uwba 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Uwba 401(k) Plan reported participants rose from N/A in the plan year 2022 filing to 69 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 941312348 · United Way of the Bay Area PY 2023 · 401(k)

Uwba 401(k) Plan · $13M · 69 · 64th

  • TYPE $13M
  • NET 69
  • BOOK 64th
  • VS-ST 401(k)
  • BOY near Almon, Inc. 401(k) Plan
  • SCH ind #12257

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Uwba 401(k) Plan in the asset neighbourhood

Uwba 401(k) Plan$13MAlmon, Inc. 401(k) Plan$13MDaily Management 401(k) Profit Sharing PlanDaily Management 401(k) Prof…$13MAct-on Software, Inc. 401(k) PlanAct-on Software, Inc. 401(k)…$13MRiata Management LLC 401(k) PlanRiata Management LLC 401(k) …$13M
End-of-year total assets ($M) among Uwba 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

United Way of the Bay Area multi-year asset trail

Sponsor-wide plan assets over time

All United Way of the Bay Area plans reported in each filing year

Latest sponsor-wide plan assets
$15M 30.218088734193287% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $21.3M $14.9M ▼ -30.2%
Year Plans Participants Total Assets
2022 2 6 $21M
2023 2 74 $14M
2024 2 69 $15M

United Way of the Bay Area filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN941312348
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Uwba 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Uwba 401(k) Plan, Total assets ($B): 0.012898309 · Participants: 69Uwba 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Uwba 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Uwba 401(k) Plan side-by-side with 3 peers →

Uwba 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Almon, Inc. 401(k) Plan in WI ($13M); by covered participants it is Aquiline Management Holdings LP 401(k) Retirement Plan in NY (69 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (69 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Uwba 401(k) Plan assets move in 2023? ▼
Uwba 401(k) Plan surged - up 34.0% during 2023, from $10M to $13M. Reported net income was $3M.
How have United Way of the Bay Area plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Way of the Bay Area's sponsor-wide assets declined 30.2%, from $21M to $15M.
Which 401(k) plans are similar in size to Uwba 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Almon, Inc. 401(k) Plan in WI ($13M, 140 participants).
Which 401(k) plans cover a similar participant headcount to Uwba 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aquiline Management Holdings LP 401(k) Retirement Plan in NY (69 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 941312348.

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.