Other · DOL Form 5500 · 2024
United Way of San Antonio and Bexar County Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 109
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $123,930
- Avg per participant Near avg balance/head
Official DOL plan name: United Way of San Antonio and Bexar County 403(b) Thrift Plan · Sponsored by United Way of San Antonio and Bexar County · Texas · Other Services
$14M in assets, 109 participants
United Way of San Antonio and Bexar County's United Way of San Antonio and Bexar County 403(b) Thrift Plan reported $14M in total assets and 109 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #6,080 in Other Services (7,719 peers)
Coverage in Texas
United Way of San Antonio and Bexar County 403(b) Thrift Plan covers 109 participants in Texas, about 16% of the average Texas filer (state average ~688 per filing). Assets: $14M.
- #6,080
- in Other Services (7,719 peers)
- +7.9%
- assets growth YoY
United Way of San Antonio and Bexar County 403(b) Thrift Plan's mid-pack asset rank among Other Services and all filers
United Way of San Antonio and Bexar County 403(b) Thrift Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,508,399 Top 38% higher than 62% 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
United Way of San Antonio and Bexar County 403(b) Thrift 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 of San Antonio and Bexar County 403(b) Thrift Plan sits mid-pack in the medium band (109 participants).
EBSA filing schedule strip
Filing strip 741272381 · United Way of San Antonio and Bexar County PY 2024 · Other
United Way of San Antonio and Bexar County 403(b) Thrift Plan · $14M · 109 · 62nd
- ASSETS $14M
- PCT 109
- EIN 62nd
- RANK Other
- PHOTO near Near North Montessori School Tsa
- IND ind #6080
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 →
United Way of San Antonio and Bexar County 403(b) Thrift Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $986K |
| Employer EIN | 741272381 |
| Plan Effective Date | 1989-04-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $3.3B · 33,543
- The Tax Sheltered Annuity Plan of the Methodist Hospital $3.0B · 32,299
- Baylor College of Medicine Section 403b $2.2B · 13,205
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $2.1B · 16,971
- Southwest Research Institute Retirement Plan $1.7B · 3,107
United Way of San Antonio and Bexar County 403(b) Thrift Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Near North Montessori School Tsa in IL ($14M); by covered participants it is Intellisurvey 401(k) Plan in CA (109 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Near North Montessori School Tsa (IL) $14M · 132
- Baton Rouge Christian Education Foundation, Inc. Dba the Dunham School Defined Contribution Retirement Plan (LA) $14M · 134
- The Washington Latin School Defined Contribution Plan (DC) $14M · 148
- Hospice of the Piedmont, Inc. Matching Thrift Plan (NC) $14M · 213
Similar participant headcount
Nearest other-state filings by covered participants (109 participants); asset peers above are excluded.
- Intellisurvey 401(k) Plan (CA) 109 · 0 off
- St Benedict Health Center Tax Deferred Annuity Plan (SD) 109 · 0 off
- Dollar Energy Fund, Inc. 403(b) Plan (PA) 109 · 0 off
- Wellan Montessori School 403(b) Plan (MA) 109 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.