Other · DOL Form 5500 · 2024
United Way of Greater Philadelphia and Southern New Jersey Retirement Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 43
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $241,579
- Avg per participant Above avg balance/head
Official DOL plan name: United Way of Greater Philadelphia and Southern New Jersey 403(b) Retirement Plan · Sponsored by United Way of Greater Philadelphia and Southern New Jersey · Pennsylvania · Other Services
$10M in assets, 43 participants
United Way of Greater Philadelphia and Southern New Jersey's United Way of Greater Philadelphia and Southern New Jersey 403(b) Retirement Plan reported $10M in total assets and 43 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.
- #5,797 in Other Services (7,719 peers)
2024 asset change
United Way of Greater Philadelphia and Southern New Jersey 403(b) Retirement Plan pulled back noticeably 9.1% in 2024 ($11M → $10M) for 43 participants.
- #5,797
- in Other Services (7,719 peers)
- -9.1%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
United Way of Greater Philadelphia and Southern New Jersey 403(b) Retirement Plan's mid-pack asset rank among Other Services and all filers
United Way of Greater Philadelphia and Southern New Jersey 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,387,906 Top 43% higher than 57% 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 Greater Philadelphia and Southern New Jersey 403(b) Retirement Plan among smaller 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 Greater Philadelphia and Southern New Jersey 403(b) Retirement Plan is a small filing (43 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- United Way of Greater Philadelphia and Southern New Jersey 403(b) Retirement Plan reported net income fell from $418K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- United Way of Greater Philadelphia and Southern New Jersey 403(b) Retirement Plan end-of-year assets fell from $11M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- United Way of Greater Philadelphia and Southern New Jersey 403(b) Retirement Plan reported participants fell from 46 in the plan year 2023 filing to 43 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 231556045 · United Way of Greater Philadelphia and Southern New Jersey PY 2024 · Other
United Way of Greater Philadelphia and Southern New Jersey 403(b) Retirement Plan · $10M · 43 · 57th
- PCT $10M
- EIN 43
- RANK 57th
- PHOTO Other
- IND near Coalition on Homelessness and Housing in Ohio 403(b) Plan
- EOY ind #5797
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 Pennsylvania →
United Way of Greater Philadelphia and Southern New Jersey 403(b) Retirement Plan in the asset neighbourhood
United Way of Greater Philadelphia and Southern New Jersey years around the 2024 move
Sponsor-wide plan assets over time
All United Way of Greater Philadelphia and Southern New Jersey plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 5.651308859247881% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 52 | $11M |
| 2023 | 1 | 46 | $11M |
| 2024 | 1 | 43 | $10M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$1M |
| Employer EIN | 231556045 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
United Way of Greater Philadelphia and Southern New Jersey 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Coalition on Homelessness and Housing in Ohio 403(b) Plan in OH ($10M); by covered participants it is Masschallenge 403(b) Plan in MA (43 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (43 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.