401(k) · DOL Form 5500 · 2024

United Way, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
73
Participants Small participant base
57th
Percentile by assets National rank
$147,271
Avg per participant Above avg balance/head
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Official DOL plan name: 403(b) Thrift Plan of United Way, Inc. · Sponsored by United Way, Inc. · California · Other Services

$11M in assets, 73 participants

United Way, Inc.'s 403(b) Thrift Plan of United Way, Inc. reported $11M in total assets and 73 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #5,837 in Other Services (7,719 peers)

United Way, Inc. multi-year trail

United Way, Inc.'s plans moved +18.3% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan of United Way, Inc. at $11M / 73 participants.

#5,837
in Other Services (7,719 peers)
+11.8%
assets growth YoY

403(b) Thrift Plan of United Way, Inc.'s mid-pack asset rank among Other Services and all filers

403(b) Thrift Plan of United Way, Inc. vs every filed plan by assets

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

$10,750,787 Top 43% higher than 57% 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

403(b) Thrift Plan of United Way, 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. 403(b) Thrift Plan of United Way, Inc. is a small filing (73 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 403(b) Thrift Plan of United Way, Inc. end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • 403(b) Thrift Plan of United Way, Inc. reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • 403(b) Thrift Plan of United Way, Inc. reported participants fell from 77 in the plan year 2023 filing to 73 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 952274801 · United Way, Inc. PY 2024 · 401(k)

403(b) Thrift Plan of United Way, Inc. · $11M · 73 · 57th

  • EBSA $11M
  • EBSA 73
  • EBSA 57th
  • EBSA 401(k)
  • EBSA near The Beechwood Organization 401(k) Plan
  • EBSA ind #5837

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 California →

403(b) Thrift Plan of United Way, Inc. in the asset neighbourhood

403(b) Thrift Plan of United Way, Inc.403(b) Thrift Plan of United…$11MThe Beechwood Organization 401(k) PlanThe Beechwood Organization 4…$11MNextten Stauer, LLC 401(k) PlanNextten Stauer, LLC 401(k) P…$11MMental Health Association of Essex and Morris, Inc.'s 401(k) Profit Sharing PlanMental Health Association of…$11MWater Pure, Inc. 401(k) Plan$11M
End-of-year total assets ($M) among 403(b) Thrift Plan of United Way, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

United Way, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$29M 18.265971604757645% vs 2022
2024 filing year
$24M$26M$28M$30M 202220232024 $24.9M $29.4M ▲ +18.3%
Year Plans Participants Total Assets
2022 2 118 $25M
2023 2 130 $27M
2024 2 135 $29M

United Way, Inc. filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN952274801
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

403(b) Thrift Plan of United Way, Inc. vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants 403(b) Thrift Plan of United Way, Inc., Total assets ($B): 0.010750787 · Participants: 73403(b) Thrift Plan of United Way, Inc.Google LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
403(b) Thrift Plan of United Way, Inc. vs. nearby 401(k) plans in California, assets vs. participants
Compare 403(b) Thrift Plan of United Way, Inc. side-by-side with 3 peers →

403(b) Thrift Plan of United Way, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Beechwood Organization 401(k) Plan in NY ($11M); by covered participants it is Woman's Clinic, a Professional Association 401(k) Profit Sharing Plan in TN (73 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73 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 403(b) Thrift Plan of United Way, Inc. assets move in 2024? ▼
403(b) Thrift Plan of United Way, Inc. grew at a solid clip - up 11.8% during 2024, from $10M to $11M. Reported net income was $1M.
How have United Way, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Way, Inc.'s sponsor-wide assets grew 18.3%, from $25M to $29M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan of United Way, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is The Beechwood Organization 401(k) Plan in NY ($11M, 194 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan of United Way, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Woman's Clinic, a Professional Association 401(k) Profit Sharing Plan in TN (73 participants, $15M 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 952274801.

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.