Other · DOL Form 5500 · 2024
United Way for Greater Austin Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 59
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $33,241
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for the Employees of United Way for Greater Austin · Sponsored by United Way for Greater Austin · Texas · Other Services
$2M in assets, 59 participants
United Way for Greater Austin's 403(b) Thrift Plan for the Employees of United Way for Greater Austin reported $2M in total assets and 59 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.
- #4,154 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, 403(b) Thrift Plan for the Employees of United Way for Greater Austin ranks #4,154 of 7,719 2024 filers by assets (1023% of the sector average)-$2M for 59 participants.
- #4,154
- in Other Services (7,719 peers)
- +22.7%
- assets growth YoY
403(b) Thrift Plan for the Employees of United Way for Greater Austin among the smaller filed plans by assets
403(b) Thrift Plan for the Employees of United Way for Greater Austin vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,961,234 29th percentile higher than 29% 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
403(b) Thrift Plan for the Employees of United Way for Greater Austin among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan for the Employees of United Way for Greater Austin is a small filing (59 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan for the Employees of United Way for Greater Austin reported participants fell from 136 in the plan year 2023 filing to 59 in the plan year 2024 filing.
- 403(b) Thrift Plan for the Employees of United Way for Greater Austin reported net income fell from $693K in the plan year 2023 filing to $363K in the plan year 2024 filing.
- 403(b) Thrift Plan for the Employees of United Way for Greater Austin end-of-year assets fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 741193439 · United Way for Greater Austin PY 2024 · Other
403(b) Thrift Plan for the Employees of United Way for Greater Austin · $2M · 59 · 29th
- EIN $2M
- EIN 59
- EIN 29th
- EIN Other
- EIN near Mar-Cal Properties Employees Profit Sharing Plan
- EIN ind #4154
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 →
403(b) Thrift Plan for the Employees of United Way for Greater Austin in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $363K |
| Employer EIN | 741193439 |
| Plan Effective Date | 2008-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Way for Greater Austin)
Sponsor-wide plan assets over time
All United Way for Greater Austin plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 105.54267462803664% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 136 | $3M |
| 2024 | 2 | 209 | $5M |
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
403(b) Thrift Plan for the Employees of United Way for Greater Austin's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Mar-Cal Properties Employees Profit Sharing Plan in DC ($2M); by covered participants it is Southern Berks Regional Ems Union Employees 403b in PA (59 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (59 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.