Other · DOL Form 5500 · 2024
United Way of Central Alabama Inc Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 190
- Participants Below avg headcount
- 51st
- Percentile by assets National rank
- $42,068
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for United Way of Central Alabama Inc · Sponsored by United Way of Central Alabama Inc · Alabama · Other Services
$8M in assets, 190 participants
United Way of Central Alabama Inc's 403(b) Thrift Plan for United Way of Central Alabama Inc reported $8M in total assets and 190 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.
- #5,493 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, 403(b) Thrift Plan for United Way of Central Alabama Inc ranks #5,493 of 7,719 2024 filers by assets (251% of the sector average)-$8M for 190 participants.
- #5,493
- in Other Services (7,719 peers)
- +17.9%
- assets growth YoY
403(b) Thrift Plan for United Way of Central Alabama Inc's mid-pack asset rank among Other Services and all filers
403(b) Thrift Plan for United Way of Central Alabama Inc vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,992,875 Top 49% higher than 51% 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) Thrift Plan for United Way of Central Alabama Inc 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. 403(b) Thrift Plan for United Way of Central Alabama Inc sits mid-pack in the medium band (190 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan for United Way of Central Alabama Inc reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- 403(b) Thrift Plan for United Way of Central Alabama Inc end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- 403(b) Thrift Plan for United Way of Central Alabama Inc reported participants rose from 181 in the plan year 2023 filing to 190 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 630288846 · United Way of Central Alabama Inc PY 2024 · Other
403(b) Thrift Plan for United Way of Central Alabama Inc · $8M · 190 · 51st
- PHOTO $8M
- IND 190
- EOY 51st
- 5500 Other
- ASSETS near Chartiers Community Mental Health and Retardation Center, Inc 403(b) Plan
- PCT ind #5493
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 Alabama →
403(b) Thrift Plan for United Way of Central Alabama Inc in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Employer EIN | 630288846 |
| Plan Effective Date | 2009-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Way of Central Alabama Inc)
Sponsor-wide plan assets over time
All United Way of Central Alabama Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 2.0940784013464797% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 306 | $20M |
| 2023 | 2 | 312 | $17M |
| 2024 | 2 | 346 | $20M |
Nearby Other Plans in Alabama
Peer Other plans, same state, same plan type, ranked by total assets.
- University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan $1.6B · 4,817
- Samford University 403(b) Salary Deferral and Defined Contribution Plan $127M · 1,431
- Drummond Company, Inc. Savings Plan for Salaried Employees $126M · 469
- Uab Medicine Enterprise 403(b) Retirement Plan $99M · 574
- Plumbers & Pipefitters Local 760 Savings and Investment Plan $68M · 1,343
403(b) Thrift Plan for United Way of Central Alabama Inc's out-of-state Other peers by assets and headcount
Outside Alabama, the nearest Other by assets is Chartiers Community Mental Health and Retardation Center, Inc 403(b) Plan in PA ($8M); by covered participants it is Saint Mary's Home of Erie 403(b) Plan in PA (190 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 (190 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.