401(k) · DOL Form 5500 · 2024

United Way of King County 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
136
Participants Small participant base
66th
Percentile by assets National rank
$120,646
Avg per participant Near avg balance/head
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Official DOL plan name: United Way of King County 403(b) Plan · Sponsored by United Way of King County · Washington · Healthcare & Social Assistance

$16M in assets, 136 participants

United Way of King County's United Way of King County 403(b) Plan reported $16M in total assets and 136 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #12,053 in Healthcare & Social Assistance (16,916 peers)

Coverage in Washington

United Way of King County 403(b) Plan covers 136 participants in Washington, about 9% of the average Washington filer (state average ~1,476 per filing). Assets: $16M.

#12,053
in Healthcare & Social Assistance (16,916 peers)
+8.5%
assets growth YoY

United Way of King County 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

United Way of King County 403(b) Plan vs every filed plan by assets

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

$16,407,907 Top 34% higher than 66% 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 King County 403(b) 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 King County 403(b) Plan sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • United Way of King County 403(b) Plan reported net income rose from -$91K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • United Way of King County 403(b) Plan reported participants fell from 188 in the plan year 2023 filing to 136 in the plan year 2024 filing.
  • United Way of King County 403(b) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $16M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 910565555 · United Way of King County PY 2024 · 401(k)

United Way of King County 403(b) Plan · $16M · 136 · 66th

  • NET $16M
  • BOOK 136
  • VS-ST 66th
  • BOY 401(k)
  • SCH near Abrasive Technology, Inc. Retirement Plan
  • EBSA ind #12053

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 Healthcare & Social Assistance retirement plans → · Plans in Washington →

United Way of King County 403(b) Plan in the asset neighbourhood

United Way of King County 403(b) PlanUnited Way of King County 40…$16MAbrasive Technology, Inc. Retirement PlanAbrasive Technology, Inc. Re…$16MComfort Window Co., Inc. 401(k) Salary Deferral PlanComfort Window Co., Inc. 401…$16MMoreau Catholic High School 401(k) Profit Sharing Plan & TrustMoreau Catholic High School …$16MUci 401(k) Savings Plan$16M
End-of-year total assets ($M) among United Way of King County 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$1M
Employer EIN910565555
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Way of King County)

Sponsor-wide plan assets over time

All United Way of King County plans reported in each filing year

Latest sponsor-wide plan assets
$16M 7.843709076932017% vs 2022
2024 filing year
$14.5M$15M$15.5M$16M$16.5M$17M 202220232024 $15.2M $16.4M ▲ +7.9%
Year Plans Participants Total Assets
2022 1 115 $15M
2023 1 188 $15M
2024 1 136 $16M

Nearby 401(k) Plans in Washington

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

United Way of King County 403(b) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants United Way of King County 403(b) Plan, Total assets ($B): 0.016407907 · Participants: 136United Way of King County 403(b) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
United Way of King County 403(b) Plan vs. nearby 401(k) plans in Washington, assets vs. participants

United Way of King County 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Abrasive Technology, Inc. Retirement Plan in OH ($16M); by covered participants it is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 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 King County 403(b) Plan assets move in 2024?
United Way of King County 403(b) Plan grew at a solid clip - up 8.5% during 2024, from $15M to $16M. Reported net income was $1M.
How have United Way of King County plan assets changed over time?
Across 3 plan years on file (2022-2024), United Way of King County's sponsor-wide assets grew 7.8%, from $15M to $16M.
Which 401(k) plans are similar in size to United Way of King County 403(b) Plan?
Among 401(k) plans in other states, the closest by assets is Abrasive Technology, Inc. Retirement Plan in OH ($16M, 207 participants).
Which 401(k) plans cover a similar participant headcount to United Way of King County 403(b) Plan?
Among 401(k) plans in other states, the closest by covered participants is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants, $4M in assets).