401(k) · DOL Form 5500 · 2024

United Way Miami, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
195
Participants Below avg headcount
61st
Percentile by assets National rank
$66,365
Avg per participant Below avg balance/head
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Official DOL plan name: United Way Miami 401(k) Plan · Sponsored by United Way Miami, Inc. · Florida · Healthcare & Social Assistance

$13M in assets, 195 participants

United Way Miami, Inc.'s United Way Miami 401(k) Plan reported $13M in total assets and 195 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #11,255 in Healthcare & Social Assistance (16,916 peers)

Coverage in Florida

United Way Miami 401(k) Plan covers 195 participants in Florida, about 31% of the average Florida filer (state average ~628 per filing). Assets: $13M.

#11,255
in Healthcare & Social Assistance (16,916 peers)
$2M
reported net income

United Way Miami 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

United Way Miami 401(k) Plan vs every filed plan by assets

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

$12,941,091 Top 39% higher than 61% 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

United Way Miami 401(k) Plan 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. United Way Miami 401(k) Plan sits mid-pack in the medium band (195 participants).

Published 5500 schedule card

Filing strip 590830840 · United Way Miami, Inc. PY 2024 · 401(k)

United Way Miami 401(k) Plan · $13M · 195 · 61st

  • EIN $13M
  • RANK 195
  • PHOTO 61st
  • IND 401(k)
  • EOY near Pacific Union Company 401(k) Retirement Plan
  • 5500 ind #11255

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 Healthcare & Social Assistance retirement plans → · Plans in Florida →

United Way Miami 401(k) Plan in the asset neighbourhood

United Way Miami 401(k) Plan$13MPacific Union Company 401(k) Retirement PlanPacific Union Company 401(k)…$13MLee Supply Corp. 401(k) Plan$13MDoehler North America 401(k) PlanDoehler North America 401(k)…$13MHeyward-Charlotte Incorporated Profit Sharing PlanHeyward-Charlotte Incorporat…$13M
End-of-year total assets ($M) among United Way Miami 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN590830840
Plan Effective Date1988-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Way Miami, Inc.)

Sponsor-wide plan assets over time

All United Way Miami, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M
2024 filing year
$0M$5M$10M$15M 20222024 $0M $12.9M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 N/A N/A
2024 1 195 $13M

Nearby 401(k) Plans in Florida

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

United Way Miami 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants United Way Miami 401(k) Plan, Total assets ($B): 0.012941091 · Participants: 195United Way Miami 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
United Way Miami 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

United Way Miami 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Pacific Union Company 401(k) Retirement Plan in CA ($13M); by covered participants it is Greenhill & Co., Inc. 401(k) Profit Sharing Plan in NY (195 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (195 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

Which 401(k) plans are similar in size to United Way Miami 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Pacific Union Company 401(k) Retirement Plan in CA ($13M, 247 participants).
Which 401(k) plans cover a similar participant headcount to United Way Miami 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Greenhill & Co., Inc. 401(k) Profit Sharing Plan in NY (195 participants, N/A in assets).