Defined Benefit (Pension) · DOL Form 5500 · 2024

United Way of Central Alabama, Inc. Pension Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
156
Participants Small participant base
60th
Percentile by assets National rank
$77,437
Avg per participant Below avg balance/head
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Official DOL plan name: Defined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc. · Sponsored by United Way of Central Alabama, Inc. · Alabama · Other Services

$12M in assets, 156 participants

United Way of Central Alabama, Inc.'s Defined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc. reported $12M in total assets and 156 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #5,960 in Other Services (7,719 peers)

Coverage in Alabama

Defined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc. covers 156 participants in Alabama, about 43% of the average Alabama filer (state average ~360 per filing). Assets: $12M.

#5,960
in Other Services (7,719 peers)
+15.5%
assets growth YoY

Defined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc.'s mid-pack asset rank among Other Services and all filers

Defined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc. vs every filed plan by assets

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

$12,080,195 Top 40% higher than 60% 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

Defined Benefit Pension Plan for Employees of 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. Defined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc. sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Defined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc. reported net income rose from -$4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Defined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc. reported participants rose from 131 in the plan year 2023 filing to 156 in the plan year 2024 filing.
  • Defined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc. end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 630288846 · United Way of Central Alabama, Inc. PY 2024 · Defined Benefit (Pension)

Defined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc. · $12M · 156 · 60th

  • EOY $12M
  • EOY 156
  • EOY 60th
  • EOY Defined Benefit (Pension)
  • EOY near Security Lock Distributors, Inc. Cash Balance Plan
  • EOY ind #5960

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 →

Defined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc. in the asset neighbourhood

Retirement Fund of Local 1482 Paint and Allied Products ManufacturersRetirement Fund of Local 148…$12MDefined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc.Defined Benefit Pension Plan…$12MSecurity Lock Distributors, Inc. Cash Balance PlanSecurity Lock Distributors, …$12MRetirement Plan for Bargaining Unit Employees of Warren General HospitalRetirement Plan for Bargaini…$12MStahl (USA), Inc. Pension PlanStahl (USA), Inc. Pension Pl…$12M
End-of-year total assets ($M) among Defined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Alabama filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN630288846
Plan Effective Date1989-01-01
Filing StatusFILING 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
$16M$17M$18M$19M$20M$21M 202220232024 $19.7M $20.1M ▲ +2.1%
Year Plans Participants Total Assets
2022 2 306 $20M
2023 2 312 $17M
2024 2 346 $20M

Nearby Defined Benefit (Pension) Plans in Alabama

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Defined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc. vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants Scatter plot of 6 data points. 05001000150020002500 -0.500.511.5 Total assets ($B) Participants Defined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc., Total assets ($B): 0.012080195 · Participants: 156Defined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc.Regions Financial Corporation Retirement Plan, Total assets ($B): 1.152174116 · Participants: 282Regions Financial Corporation Retirement PlanBlue Cross and Blue Shield of Alabama Retirement Plan, Total assets ($B): 0.711879241 · Participants: 1955Blue Cross and Blue Shield of Alabama Retirement PlanRegions Financial Corporation Retirement Plan for Associates, Total assets ($B): 0.708134818 · Participants: 2240Regions Financial Corporation Retirement Plan for AssociatesRetail, Wholesale & Department Store International Union and Industry Pension Fund, Total assets ($B): 0.61892099 · Participants: 1556Retail, Wholesale & Department Store International Union and Industry Pension FundVulcan Materials Company Pension Plan, Total assets ($B): 0.471253992 · Participants: 740Vulcan Materials Company Pension Plan
Defined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc. vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants
Compare Defined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc. side-by-side with 3 peers →

Defined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Alabama, the nearest Defined Benefit (Pension) by assets is Security Lock Distributors, Inc. Cash Balance Plan in MA ($12M); by covered participants it is Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust in GA (156 participants). Same-state nearby plans are listed separately above.

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 Defined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc. assets move in 2024? ▼
Defined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc. grew sharply - up 15.5% during 2024, from $10M to $12M. Reported net income was $2M.
How have United Way of Central Alabama, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Way of Central Alabama, Inc.'s sponsor-wide assets grew 2.1%, from $20M to $20M.
Which Defined Benefit (Pension) plans are similar in size to Defined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Security Lock Distributors, Inc. Cash Balance Plan in MA ($12M, 236 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Defined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust in GA (156 participants, $104M 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 630288846.

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.