Defined Benefit (Pension) · DOL Form 5500 · 2024
United Way of Greater Toledo Pension Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 49
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $702,241
- Avg per participant High balance/head
Official DOL plan name: The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies · Sponsored by United Way of Greater Toledo · Ohio · Other Services
$34M in assets, 49 participants
United Way of Greater Toledo's The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies reported $34M in total assets and 49 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #6,939 in Other Services (7,719 peers)
Where The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies sits by assets
The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies sits in the top quartile of all filed plans by assets, $34M for 49 participants (~$702,241/participant), down 0.4% in 2024.
- #6,939
- in Other Services (7,719 peers)
- -0.4%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $123K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies's outsized position by total assets
The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$34,409,824 Top 21% higher than 79% 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
The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies is a small filing (49 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies reported net income fell from $1M in the plan year 2023 filing to -$123K in the plan year 2024 filing.
- The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies reported participants fell from 78 in the plan year 2023 filing to 49 in the plan year 2024 filing.
- The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies end-of-year assets fell from $35M in the plan year 2023 filing to $34M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 344427947 · United Way of Greater Toledo PY 2024 · Defined Benefit (Pension)
The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies · $34M · 49 · 79th
- 5500 $34M
- ASSETS 49
- PCT 79th
- EIN Defined Benefit (Pension)
- RANK near The Mauser Consolidated Pension Plan
- PHOTO ind #6939
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 Ohio →
The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | -$123K |
| Employer EIN | 344427947 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Way of Greater Toledo)
Sponsor-wide plan assets over time
All United Way of Greater Toledo plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 3.2528876898703087% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 84 | $33M |
| 2023 | 1 | 78 | $35M |
| 2024 | 1 | 49 | $34M |
Nearby Defined Benefit (Pension) Plans in Ohio
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Pension Plan $19.0B · 9,637
- Firstenergy Corp. Master Pension Plan $6.5B · 12,187
- American Electric Power System Retirement Plan $4.1B · 16,073
- Ohio Operating Engineers Pension Plan $3.9B · 10,387
- Parker Defined Benefit Pension Plan $3.5B · 8,120
The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Ohio, the nearest Defined Benefit (Pension) by assets is The Mauser Consolidated Pension Plan in GA ($34M); by covered participants it is Holland & Knight Defined Benefit Pension Plan in FL (49 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
Similar participant headcount
Nearest other-state filings by covered participants (49 participants); asset peers above are excluded.
- Holland & Knight Defined Benefit Pension Plan (FL) 49 · 0 off
- Rosenberg, Cooley, Metcalf, L.C. Cash Balance Plan (UT) 49 · 0 off
- Eagle Alliance Employee Pension Plan (VA) 49 · 0 off
- Cic-Toc Pension Plan (WA) 49 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.