401(k) · DOL Form 5500 · 2024

United Way of New York 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
90
Participants Small participant base
45th
Percentile by assets National rank
$65,369
Avg per participant Low balance/head
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Official DOL plan name: United Way of New York City 401(k) Plan · Sponsored by United Way of New York · New York · Other Services

$6M in assets, 90 participants

United Way of New York's United Way of New York City 401(k) Plan reported $6M in total assets and 90 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #5,125 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, United Way of New York City 401(k) Plan ranks #5,125 of 7,719 2024 filers by assets (341% of the sector average)-$6M for 90 participants.

#5,125
in Other Services (7,719 peers)
+3.4%
assets growth YoY

United Way of New York City 401(k) Plan's mid-pack asset rank among Other Services and all filers

United Way of New York City 401(k) Plan vs every filed plan by assets

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

$5,883,196 45th percentile higher than 45% 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 New York City 401(k) 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 New York City 401(k) Plan is a small filing (90 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • United Way of New York City 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $191K in the plan year 2024 filing.
  • United Way of New York City 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • United Way of New York City 401(k) Plan reported participants fell from 93 in the plan year 2023 filing to 90 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 132617681 · United Way of New York PY 2024 · 401(k)

United Way of New York City 401(k) Plan · $6M · 90 · 45th

  • IND $6M
  • IND 90
  • IND 45th
  • IND 401(k)
  • IND near Mayo Employees Federal Credit Union 401(k) Plan
  • IND ind #5125

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 →

United Way of New York City 401(k) Plan in the asset neighbourhood

United Way of New York City 401(k) PlanUnited Way of New York City …$6MMayo Employees Federal Credit Union 401(k) PlanMayo Employees Federal Credi…$6MCoast Mortgage Corporation 401(k) Plan and TrustCoast Mortgage Corporation 4…$6MJ.M. Fahey Construction Company 401(k) PlanJ.M. Fahey Construction Comp…$6MAccu Die and Mold, Inc., 401(k) Retirement PlanAccu Die and Mold, Inc., 401…$6M
End-of-year total assets ($M) among United Way of New York City 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$191K
Employer EIN132617681
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Way of New York)

Sponsor-wide plan assets over time

All United Way of New York 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

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

United Way of New York City 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants United Way of New York City 401(k) Plan, Total assets ($B): 0.005883196 · Participants: 90United Way of New York City 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
United Way of New York City 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare United Way of New York City 401(k) Plan side-by-side with 3 peers →

United Way of New York City 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Mayo Employees Federal Credit Union 401(k) Plan in MN ($6M); by covered participants it is Furuno USA, Inc. 401(k) Plan in WA (90 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (90 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 New York City 401(k) Plan assets move in 2024? ▼
United Way of New York City 401(k) Plan edged up modestly - up 3.4% during 2024, from $6M to $6M. Reported net income was $191K.
How have United Way of New York plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Way of New York's sponsor-wide assets grew 33.4%, from $15M to $20M.
Which 401(k) plans are similar in size to United Way of New York City 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mayo Employees Federal Credit Union 401(k) Plan in MN ($6M, 126 participants).
Which 401(k) plans cover a similar participant headcount to United Way of New York City 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Furuno USA, Inc. 401(k) Plan in WA (90 participants, $21M 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.