Other · DOL Form 5500 · 2024
The United Way of Southwestern Pennsylvania Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 97
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $118,468
- Avg per participant Near avg balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of the United Way of Southern Pennsylvania · Sponsored by The United Way of Southwestern Pennsylvania · Pennsylvania · Other Services
$11M in assets, 97 participants
The United Way of Southwestern Pennsylvania's 403(b) Thrift Plan for Employees of the United Way of Southern Pennsylvania reported $11M in total assets and 97 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.
- #5,903 in Other Services (7,719 peers)
The United Way of Southwestern Pennsylvania multi-year trail
The United Way of Southwestern Pennsylvania's plans moved -25.1% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan for Employees of the United Way of Southern Pennsylvania at $11M / 97 participants.
- #5,903
- in Other Services (7,719 peers)
- +11.6%
- assets growth YoY
403(b) Thrift Plan for Employees of the United Way of Southern Pennsylvania's mid-pack asset rank among Other Services and all filers
403(b) Thrift Plan for Employees of the United Way of Southern Pennsylvania vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,491,369 Top 41% higher than 59% 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 Employees of the United Way of Southern Pennsylvania 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 Employees of the United Way of Southern Pennsylvania is a small filing (97 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan for Employees of the United Way of Southern Pennsylvania reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of the United Way of Southern Pennsylvania end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of the United Way of Southern Pennsylvania reported participants rose from 90 in the plan year 2023 filing to 97 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 251043578 · The United Way of Southwestern Pennsylvania PY 2024 · Other
403(b) Thrift Plan for Employees of the United Way of Southern Pennsylvania · $11M · 97 · 59th
- NET $11M
- NET 97
- NET 59th
- NET Other
- NET near Boone Memorial Hospital 403(b) Plan
- NET ind #5903
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 Pennsylvania →
403(b) Thrift Plan for Employees of the United Way of Southern Pennsylvania in the asset neighbourhood
The United Way of Southwestern Pennsylvania multi-year asset trail
Sponsor-wide plan assets over time
All The United Way of Southwestern Pennsylvania plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 25.092863354110147% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 127 | $15M |
| 2023 | 2 | 127 | $10M |
| 2024 | 1 | 97 | $11M |
The United Way of Southwestern Pennsylvania filing trail (2024)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $1M |
| Employer EIN | 251043578 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
403(b) Thrift Plan for Employees of the United Way of Southern Pennsylvania's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Boone Memorial Hospital 403(b) Plan in WV ($11M); by covered participants it is Walnut Hill School Defined Contribution Retirement Plan in MA (97 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (97 participants); asset peers above are excluded.
- Walnut Hill School Defined Contribution Retirement Plan (MA) 97 · 0 off
- Morrow Memorial Home for the Aged, Inc. (WI) 97 · 0 off
- The Schenck School Retirement Plan (GA) 97 · 0 off
- Three Square 403(b) Plan (NV) 97 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.