Defined Benefit (Pension) · DOL Form 5500 · 2024
Metro United Way, Inc. Pension Plan
Data updated 2026-08-11
- $14M
- Total assets
- 21
- Participants
- 64th
- Percentile by assets
- $689,768
- Avg per participant
Official DOL plan name: Defined Benefit Pension Plan of the Metro United Way, Inc. · Sponsored by Metro United Way, Inc. · Kentucky · Other Services
$14M in assets, 21 participants
Metro United Way, Inc.'s Defined Benefit Pension Plan of the Metro United Way, Inc. reported $14M in total assets and 21 participants in its 2024 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.
- 64th percentile by assets (of 123,622 plans)
- #6,148 in Other Services (7,719 peers)
What the 2024 filing shows
Defined Benefit Pension Plan of the Metro United Way, Inc. holds $14M for 21 participants - about $689,768 per participant, above the median plan by assets.
- $14M
- total plan assets (2024 EOY)
- 21
- covered participants
- 64th
- percentile by assets (of 123,622 plans)
- $689,768
- avg assets per participant
The plan reported a net loss of $194K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Defined Benefit Pension Plan of the Metro United Way, Inc. sits by total assets
Defined Benefit Pension Plan of the Metro United Way, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,485,129 Top 36% higher than 64% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Defined Benefit Pension Plan of the Metro United Way, Inc. reported net income fell from $1M in the plan year 2023 filing to -$194K in the plan year 2024 filing.
- Defined Benefit Pension Plan of the Metro United Way, Inc. reported participants fell from 22 in the plan year 2023 filing to 21 in the plan year 2024 filing.
- Defined Benefit Pension Plan of the Metro United Way, Inc. end-of-year assets fell from $15M in the plan year 2023 filing to $14M in the plan year 2024 filing.
Defined Benefit (Pension) filing for Defined Benefit Pension Plan of the Metro United Way, Inc.
Defined Benefit (Pension) filing for plan year 2024: EIN 610444680 ; effective since 1979-09-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2024)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$194K |
| Employer EIN | 610444680 |
| Plan Effective Date | 1979-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Metro United Way, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 23 | $13M |
| 2023 | 1 | 22 | $15M |
| 2024 | 1 | 21 | $14M |
Nearby Defined Benefit (Pension) Plans in Kentucky
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Defined Benefit Pension Plan of the Metro United Way, Inc. vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
- Lg&e and Ku Pension Plan $1.0B · 742
- Ashland Hercules Pension Plan $924M · 43
- Yum Brands Retirement Plan $711M · 2,572
- Brown-Forman Corporation Salaried Employees Retirement Plan $478M · 1,237
- Ashland Hercules Pension Plan II $441M · 69
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Defined Benefit Pension Plan of the Metro United Way, Inc. by total assets, not by location.
Frequently Asked Questions
How did Defined Benefit Pension Plan of the Metro United Way, Inc. assets move in 2024? ▼
How have Metro United Way, Inc. plan assets changed over time? ▼
Which Defined Benefit (Pension) plans are similar in size to Defined Benefit Pension Plan of the Metro United Way, Inc.? ▼
Next read for Defined Benefit Pension Plan of the Metr…
Filing takeaways
Ways to act on Defined Benefit Pension Plan of the Metro United Way, Inc.'s numbers.
- By total assets, Defined Benefit Pension Plan of the Metro United Way, Inc. ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Kentucky. Compare plans
- Metro United Way, Inc.'s sponsor-wide assets have grown 8.6% since 2022 across 3 plan years on file. More Other Services plans