Other · DOL Form 5500 · 2024

United Way of Greater Cleveland Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
107
Participants Small participant base
49th
Percentile by assets National rank
$69,548
Avg per participant Below avg balance/head
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Official DOL plan name: United Way of Greater Cleveland 403(b) Retirement Plan · Sponsored by United Way of Greater Cleveland · Ohio · Other Services

$7M in assets, 107 participants

United Way of Greater Cleveland's United Way of Greater Cleveland 403(b) Retirement Plan reported $7M in total assets and 107 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #5,393 in Other Services (7,719 peers)

Coverage in Ohio

United Way of Greater Cleveland 403(b) Retirement Plan covers 107 participants in Ohio, about 14% of the average Ohio filer (state average ~765 per filing). Assets: $7M.

#5,393
in Other Services (7,719 peers)
+11.3%
assets growth YoY

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

United Way of Greater Cleveland 403(b) Retirement Plan vs every filed plan by assets

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

$7,441,637 49th percentile higher than 49% 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 of Greater Cleveland 403(b) Retirement 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 Greater Cleveland 403(b) Retirement Plan sits mid-pack in the medium band (107 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • United Way of Greater Cleveland 403(b) Retirement Plan reported net income rose from $257K in the plan year 2023 filing to $754K in the plan year 2024 filing.
  • United Way of Greater Cleveland 403(b) Retirement Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • United Way of Greater Cleveland 403(b) Retirement Plan reported participants rose from 104 in the plan year 2023 filing to 107 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 346516654 · United Way of Greater Cleveland PY 2024 · Other

United Way of Greater Cleveland 403(b) Retirement Plan · $7M · 107 · 49th

  • RANK $7M
  • PHOTO 107
  • IND 49th
  • EOY Other
  • 5500 near River Valley and Affiliates 403(b) Retirement Savings Plan
  • ASSETS ind #5393

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 →

United Way of Greater Cleveland 403(b) Retirement Plan in the asset neighbourhood

United Way of Greater Cleveland 403(b) Retirement PlanUnited Way of Greater Clevel…$7MRiver Valley and Affiliates 403(b) Retirement Savings PlanRiver Valley and Affiliates …$7MPhmc Integrated 403b Plan$7MCenter for Responsive Schools, Inc. 403(b) PlanCenter for Responsive School…$7MZootampa 403(b) Retirement PlanZootampa 403(b) Retirement P…$7M
End-of-year total assets ($M) among United Way of Greater Cleveland 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$754K
Employer EIN346516654
Plan Effective Date2010-01-01
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 Other Plans in Ohio

Peer Other plans, same state, same plan type, ranked by total assets.

United Way of Greater Cleveland 403(b) Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants United Way of Greater Cleveland 403(b) Retirement Plan, Total assets ($B): 0.007441637 · Participants: 107United Way of Greater Cleveland 403(b) Retirement PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 9.206868551 · Participants: 65407Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 2.729673146 · Participants: 29710Ohiohealth Retirement Savings Plan 403(b)University Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 2.463799725 · Participants: 27009University Hospitals Health System 403(b) Matched Retirement Savings PlanFaculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 2.074515772 · Participants: 1944Faculty and Key Administrative Employee's Retirement Plan aChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 2.025380502 · Participants: 19570Children's Hospital Medical Center Employee Savings Plan
United Way of Greater Cleveland 403(b) Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare United Way of Greater Cleveland 403(b) Retirement Plan side-by-side with 3 peers →

United Way of Greater Cleveland 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is River Valley and Affiliates 403(b) Retirement Savings Plan in KY ($7M); by covered participants it is Meadowbrook School DC Retirement Plan in MA (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 United Way of Greater Cleveland 403(b) Retirement Plan assets move in 2024? ▼
United Way of Greater Cleveland 403(b) Retirement Plan grew at a solid clip - up 11.3% during 2024, from $7M to $7M. Reported net income was $754K.
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 Other plans are similar in size to United Way of Greater Cleveland 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is River Valley and Affiliates 403(b) Retirement Savings Plan in KY ($7M, 540 participants).
Which Other plans cover a similar participant headcount to United Way of Greater Cleveland 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Meadowbrook School DC Retirement Plan in MA (107 participants, $28M 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.