401(k) · DOL Form 5500 · 2024

United Way for Greater Austin 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
150
Participants Small participant base
35th
Percentile by assets National rank
$21,298
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of United Way for Greater Austin · Sponsored by United Way for Greater Austin · Texas · Other Services

$3M in assets, 150 participants

United Way for Greater Austin's 403(b) Thrift Plan of United Way for Greater Austin reported $3M in total assets and 150 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #4,527 in Other Services (7,719 peers)

Coverage in Texas

403(b) Thrift Plan of United Way for Greater Austin covers 150 participants in Texas, about 22% of the average Texas filer (state average ~688 per filing). Assets: $3M.

#4,527
in Other Services (7,719 peers)
+27.4%
assets growth YoY

403(b) Thrift Plan of United Way for Greater Austin's mid-pack asset rank among Other Services and all filers

403(b) Thrift Plan of United Way for Greater Austin vs every filed plan by assets

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

$3,194,693 35th percentile higher than 35% 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

403(b) Thrift Plan of United Way for Greater Austin 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 of United Way for Greater Austin sits mid-pack in the medium band (150 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 403(b) Thrift Plan of United Way for Greater Austin end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • 403(b) Thrift Plan of United Way for Greater Austin reported participants rose from 136 in the plan year 2023 filing to 150 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 741193439 · United Way for Greater Austin PY 2024 · 401(k)

403(b) Thrift Plan of United Way for Greater Austin · $3M · 150 · 35th

  • EIN $3M
  • RANK 150
  • PHOTO 35th
  • IND 401(k)
  • EOY near Preferred Employer Plan for Envios De Valores La Nacional Corp
  • 5500 ind #4527

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) Thrift Plan of United Way for Greater Austin in the asset neighbourhood

403(b) Thrift Plan of United Way for Greater Austin403(b) Thrift Plan of United…$3MPreferred Employer Plan for Envios De Valores La Nacional CorpPreferred Employer Plan for …$3MZenger Folkman Company 401(k) PlanZenger Folkman Company 401(k…$3MCorliss Management Group 401(k) Retirement Savings PlanCorliss Management Group 401…$3MLonghorn Construction Services, Inc. Profit Sharing Plan and TrustLonghorn Construction Servic…$3M
End-of-year total assets ($M) among 403(b) Thrift Plan of United Way for Greater Austin and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$686K
Employer EIN741193439
Plan Effective Date2008-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Way for Greater Austin)

Sponsor-wide plan assets over time

All United Way for Greater Austin plans reported in each filing year

Latest sponsor-wide plan assets
$5M 105.54267462803664% vs 2023
2024 filing year
$2M$3M$4M$5M$6M 20232024 $2.51M $5.16M ▲ +105.6%
Year Plans Participants Total Assets
2023 1 136 $3M
2024 2 209 $5M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

403(b) Thrift Plan of United Way for Greater Austin vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants 403(b) Thrift Plan of United Way for Greater Austin, Total assets ($B): 0.003194693 · Participants: 150403(b) Thrift Plan of United Way for Greater AustinAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
403(b) Thrift Plan of United Way for Greater Austin vs. nearby 401(k) plans in Texas, assets vs. participants
Compare 403(b) Thrift Plan of United Way for Greater Austin side-by-side with 3 peers →

403(b) Thrift Plan of United Way for Greater Austin's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Preferred Employer Plan for Envios De Valores La Nacional Corp in AZ ($3M); by covered participants it is The Custom Companies Retirement Savings Plan in IL (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 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.

Frequently Asked Questions

How did 403(b) Thrift Plan of United Way for Greater Austin assets move in 2024? ▼
403(b) Thrift Plan of United Way for Greater Austin grew sharply - up 27.4% during 2024, from $3M to $3M. Reported net income was $686K.
How have United Way for Greater Austin plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), United Way for Greater Austin's sponsor-wide assets grew 105.5%, from $3M to $5M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan of United Way for Greater Austin? ▼
Among 401(k) plans in other states, the closest by assets is Preferred Employer Plan for Envios De Valores La Nacional Corp in AZ ($3M, 222 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan of United Way for Greater Austin? ▼
Among 401(k) plans in other states, the closest by covered participants is The Custom Companies Retirement Savings Plan in IL (150 participants, $15M 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 741193439.

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.