Defined Benefit (Pension) · DOL Form 5500 · 2024

United Way of New York City Pension Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
9
Participants Small participant base
63rd
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: Defined Benefit Plan for United Way of New York City · Sponsored by United Way of New York City · New York · Other Services

$14M in assets, 9 participants

United Way of New York City's Defined Benefit Plan for United Way of New York City reported $14M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #6,113 in Other Services (7,719 peers)

United Way of New York City multi-year trail

United Way of New York City's plans moved +33.4% in assets from 2022 to 2024; this filing shows Defined Benefit Plan for United Way of New York City at $14M / 9 participants.

#6,113
in Other Services (7,719 peers)
-7.8%
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.

Defined Benefit Plan for United Way of New York City's mid-pack asset rank among Other Services and all filers

Defined Benefit Plan for United Way of New York City vs every filed plan by assets

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

$14,028,567 Top 37% higher than 63% 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

Defined Benefit Plan for United Way of New York City among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Defined Benefit Plan for United Way of New York City is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Defined Benefit Plan for United Way of New York City reported net income fell from $293K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Defined Benefit Plan for United Way of New York City reported participants fell from 11 in the plan year 2023 filing to 9 in the plan year 2024 filing.
  • Defined Benefit Plan for United Way of New York City end-of-year assets fell from $15M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 132617681 · United Way of New York City PY 2024 · Defined Benefit (Pension)

Defined Benefit Plan for United Way of New York City · $14M · 9 · 63rd

  • BOOK $14M
  • VS-ST 9
  • BOY 63rd
  • SCH Defined Benefit (Pension)
  • EBSA near Barnwell Industries, Inc. Employees' Pension Plan
  • PART ind #6113

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 New York →

Defined Benefit Plan for United Way of New York City in the asset neighbourhood

Defined Benefit Plan for United Way of New York CityDefined Benefit Plan for Uni…$14MBarnwell Industries, Inc. Employees' Pension PlanBarnwell Industries, Inc. Em…$14MBayhealth Medical Center, Inc. Pension PlanBayhealth Medical Center, In…$14MPension Plan of Grove City CollegePension Plan of Grove City C…$14MNavy Federal Credit Union Retirement Plan for German Usd Paid Employees of Military BankingNavy Federal Credit Union Re…$14M
End-of-year total assets ($M) among Defined Benefit Plan for United Way of New York City and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

United Way of New York City multi-year asset trail

Sponsor-wide plan assets over time

All United Way of New York City plans reported in each filing year

Latest sponsor-wide plan assets
$20M 33.42229375567254% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $14.9M $19.9M ▲ +33.4%
Year Plans Participants Total Assets
2022 1 11 $15M
2023 2 104 $21M
2024 2 99 $20M

United Way of New York City filing trail (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$14M
Net Income-$1M
Employer EIN132617681
Plan Effective Date1945-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Defined Benefit Plan for United Way of New York City vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Defined Benefit Plan for United Way of New York City, Total assets ($B): 0.014028567 · Participants: 9Defined Benefit Plan for United Way of New York CityIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Defined Benefit Plan for United Way of New York City vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Defined Benefit Plan for United Way of New York City side-by-side with 3 peers →

Defined Benefit Plan for United Way of New York City's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Barnwell Industries, Inc. Employees' Pension Plan in TX ($14M); by covered participants it is Jtm Perio Implants, Inc. Cash Balance Plan in CA (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Defined Benefit Plan for United Way of New York City assets move in 2024? ▼
Defined Benefit Plan for United Way of New York City pulled back noticeably - down 7.8% during 2024, from $15M to $14M. Reported net income was -$1M.
How have United Way of New York City plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Way of New York City's sponsor-wide assets grew 33.4%, from $15M to $20M.
Which Defined Benefit (Pension) plans are similar in size to Defined Benefit Plan for United Way of New York City? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Barnwell Industries, Inc. Employees' Pension Plan in TX ($14M, 15 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Defined Benefit Plan for United Way of New York City? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Jtm Perio Implants, Inc. Cash Balance Plan in CA (9 participants, $3M 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 132617681.

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.