Other · DOL Form 5500 · 2024
United Way of Metropolitan Dallas, Inc. Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 83
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $100,742
- Avg per participant Below avg balance/head
Official DOL plan name: 403(b) Savings Plan for United Way of Metropolitan Dallas, Inc. · Sponsored by United Way of Metropolitan Dallas, Inc. · Texas · Other Services
$8M in assets, 83 participants
United Way of Metropolitan Dallas, Inc.'s 403(b) Savings Plan for United Way of Metropolitan Dallas, Inc. reported $8M in total assets and 83 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.
- #5,546 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, 403(b) Savings Plan for United Way of Metropolitan Dallas, Inc. ranks #5,546 of 7,719 2024 filers by assets (240% of the sector average)-$8M for 83 participants.
- #5,546
- in Other Services (7,719 peers)
- -3.4%
- assets change YoY
The plan reported a net loss of $291K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403(b) Savings Plan for United Way of Metropolitan Dallas, Inc.'s mid-pack asset rank among Other Services and all filers
403(b) Savings Plan for United Way of Metropolitan Dallas, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,361,624 Top 48% higher than 52% 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) Savings Plan for United Way of Metropolitan Dallas, 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) Savings Plan for United Way of Metropolitan Dallas, Inc. is a small filing (83 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Savings Plan for United Way of Metropolitan Dallas, Inc. reported net income fell from $1M in the plan year 2023 filing to -$291K in the plan year 2024 filing.
- 403(b) Savings Plan for United Way of Metropolitan Dallas, Inc. end-of-year assets fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- 403(b) Savings Plan for United Way of Metropolitan Dallas, Inc. reported participants fell from 85 in the plan year 2023 filing to 83 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 756005352 · United Way of Metropolitan Dallas, Inc. PY 2024 · Other
403(b) Savings Plan for United Way of Metropolitan Dallas, Inc. · $8M · 83 · 52nd
- ASSETS $8M
- ASSETS 83
- ASSETS 52nd
- ASSETS Other
- ASSETS near Robeson Health Care Corporation Retirement Savings Plan
- ASSETS ind #5546
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 Texas →
403(b) Savings Plan for United Way of Metropolitan Dallas, Inc. in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$291K |
| Employer EIN | 756005352 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Way of Metropolitan Dallas, Inc.)
Sponsor-wide plan assets over time
All United Way of Metropolitan Dallas, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 14.203672191493835% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 78 | $7M |
| 2023 | 1 | 85 | $9M |
| 2024 | 1 | 83 | $8M |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $3.3B · 33,543
- The Tax Sheltered Annuity Plan of the Methodist Hospital $3.0B · 32,299
- Baylor College of Medicine Section 403b $2.2B · 13,205
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $2.1B · 16,971
- Southwest Research Institute Retirement Plan $1.7B · 3,107
403(b) Savings Plan for United Way of Metropolitan Dallas, Inc.'s out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Robeson Health Care Corporation Retirement Savings Plan in NC ($8M); by covered participants it is Legal Aid Society of Nassau County 403(b) Plan in NY (83 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (83 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.