Defined Benefit (Pension) · DOL Form 5500 · 2024

United Way of Greater Cleveland Pension Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
10
Participants Small participant base
52nd
Percentile by assets National rank
$845,216
Avg per participant High balance/head
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Official DOL plan name: Defined Benefit Pension Plan of United Way of Greater Cleveland · Sponsored by United Way of Greater Cleveland · Ohio · Other Services

$8M in assets, 10 participants

United Way of Greater Cleveland's Defined Benefit Pension Plan of United Way of Greater Cleveland reported $8M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #5,562 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Defined Benefit Pension Plan of United Way of Greater Cleveland ranks #5,562 of 7,719 2024 filers by assets (237% of the sector average)-$8M for 10 participants.

#5,562
in Other Services (7,719 peers)
+4.4%
assets growth YoY

Defined Benefit Pension Plan of United Way of Greater Cleveland's mid-pack asset rank among Other Services and all filers

Defined Benefit Pension Plan of United Way of Greater Cleveland vs every filed plan by assets

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

$8,452,164 Top 48% higher than 52% 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 of United Way of Greater Cleveland among micro 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 of United Way of Greater Cleveland is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Defined Benefit Pension Plan of United Way of Greater Cleveland reported net income rose from $78K in the plan year 2023 filing to $355K in the plan year 2024 filing.
  • Defined Benefit Pension Plan of United Way of Greater Cleveland reported participants fell from 13 in the plan year 2023 filing to 10 in the plan year 2024 filing.
  • Defined Benefit Pension Plan of United Way of Greater Cleveland end-of-year assets rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 346516654 · United Way of Greater Cleveland PY 2024 · Defined Benefit (Pension)

Defined Benefit Pension Plan of United Way of Greater Cleveland · $8M · 10 · 52nd

  • BOY $8M
  • SCH 10
  • EBSA 52nd
  • PART Defined Benefit (Pension)
  • TYPE near Commoloco Retirement Plan
  • NET ind #5562

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 →

Defined Benefit Pension Plan of United Way of Greater Cleveland in the asset neighbourhood

Pension Plan for Employees of Chase CorporationPension Plan for Employees o…$8MCommoloco Retirement Plan$8MDefined Benefit Pension Plan of United Way of Greater ClevelandDefined Benefit Pension Plan…$8MThe American Legion National Headquarters Employees' Retirement PlanThe American Legion National…$8MThe Jeph Pension Plan$8M
End-of-year total assets ($M) among Defined Benefit Pension Plan of United Way of Greater Cleveland and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$355K
Employer EIN346516654
Plan Effective Date1971-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Way of Greater Cleveland)

Sponsor-wide plan assets over time

All United Way of Greater Cleveland plans reported in each filing year

Latest sponsor-wide plan assets
$16M 9.994039319728108% vs 2022
2024 filing year
$14M$14.5M$15M$15.5M$16M$16.5M 202220232024 $14.5M $15.9M ▲ +10.0%
Year Plans Participants Total Assets
2022 2 137 $14M
2023 2 117 $15M
2024 2 117 $16M

Nearby Defined Benefit (Pension) Plans in Ohio

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

Defined Benefit Pension Plan of United Way of Greater Cleveland vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -505101520 Total assets ($B) Participants Defined Benefit Pension Plan of United Way of Greater Cleveland, Total assets ($B): 0.008452164 · Participants: 10Defined Benefit Pension Plan of United Way of Greater ClevelandGE Aerospace Pension Plan, Total assets ($B): 19.026079363 · Participants: 9637GE Aerospace Pension PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 6.474467697 · Participants: 12187Firstenergy Corp. Master Pension PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.085797504 · Participants: 16073American Electric Power System Retirement PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.912834719 · Participants: 10387Ohio Operating Engineers Pension PlanParker Defined Benefit Pension Plan, Total assets ($B): 3.496388263 · Participants: 8120Parker Defined Benefit Pension Plan
Defined Benefit Pension Plan of United Way of Greater Cleveland vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Defined Benefit Pension Plan of United Way of Greater Cleveland side-by-side with 3 peers →

Defined Benefit Pension Plan of United Way of Greater Cleveland's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Commoloco Retirement Plan in IN ($8M); by covered participants it is Pension Plan for Hourly Paid Employees of Delta Star, Inc. in VA (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Defined Benefit Pension Plan of United Way of Greater Cleveland assets move in 2024? ▼
Defined Benefit Pension Plan of United Way of Greater Cleveland edged up modestly - up 4.4% during 2024, from $8M to $8M. Reported net income was $355K.
How have United Way of Greater Cleveland plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Way of Greater Cleveland's sponsor-wide assets grew 10.0%, from $14M to $16M.
Which Defined Benefit (Pension) plans are similar in size to Defined Benefit Pension Plan of United Way of Greater Cleveland? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Commoloco Retirement Plan in IN ($8M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Defined Benefit Pension Plan of United Way of Greater Cleveland? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Hourly Paid Employees of Delta Star, Inc. in VA (10 participants, N/A 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 346516654.

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.