Other · DOL Form 5500 · 2024
United Way Worldwide Retirement Plan
Data updated 2026-08-11
- $45M
- Total assets
- 220
- Participants
- 83rd
- Percentile by assets
- $204,527
- Avg per participant
Official DOL plan name: United Way Worldwide Tax Deferred Savings Plan · Sponsored by United Way Worldwide · Virginia · Other Services
$45M in assets, 220 participants
United Way Worldwide's United Way Worldwide Tax Deferred Savings Plan reported $45M in total assets and 220 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- 83rd percentile by assets (of 123,622 plans)
- #7,111 in Other Services (7,719 peers)
Coverage in Virginia
United Way Worldwide Tax Deferred Savings Plan covers 220 participants in Virginia, about 28% of the average Virginia filer (state average ~782 per filing). Assets: $45M.
- $45M
- total plan assets (2024 EOY)
- 220
- covered participants
- 83rd
- percentile by assets (of 123,622 plans)
- $204,527
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- United Way Worldwide Tax Deferred Savings Plan reported net income rose from $941K in the plan year 2023 filing to $4M in the plan year 2024 filing.
- United Way Worldwide Tax Deferred Savings Plan end-of-year assets rose from $41M in the plan year 2023 filing to $45M in the plan year 2024 filing.
Participants vs Virginia filers
In Virginia, the average filing covers about 782 participants across 3,655 plans. United Way Worldwide Tax Deferred Savings Plan reports 220 participants - about 28% of that state average ($45M EOY assets).
Virginia filing particulars
| Total Assets (Beginning of Year) | $41M |
|---|---|
| Net Assets (End of Year) | $45M |
| Net Income | $4M |
| Employer EIN | 131635294 |
| Plan Effective Date | 1974-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Way Worldwide)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 207 | $71M |
| 2023 | 2 | 232 | $73M |
| 2024 | 2 | 233 | $77M |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
United Way Worldwide Tax Deferred Savings Plan vs. nearby Other plans in Virginia, assets vs. participants
- The Mitre Corporation Tax Sheltered Annuity Plan $5.1B · 12,379
- Sentara 403(b) Savings Plan $3.7B · 28,192
- The George Washington University Supplemental Retirement Plan $1.6B · 8,262
- Institute for Defense Analyses Tax Deferred Annuity Plan $875M · 1,541
- Carilion Clinic 403(b) Retirement Savings Plan $822M · 13,296
Similar-Sized Other Plans Nationally
Other plans in other states closest to United Way Worldwide Tax Deferred Savings Plan by total assets, not by location.
- Overlake School 403(b) (WA) $45M · 154
- Roberts Wesleyan University Retirement Plan (NY) $45M · 741
- Felician University Retirement Plan (NJ) $45M · 372
- Church World Service Retirement Plan (IN) $45M · 845
Frequently Asked Questions
How did United Way Worldwide Tax Deferred Savings Plan assets move in 2024? ▼
How have United Way Worldwide plan assets changed over time? ▼
Where does United Way Worldwide Tax Deferred Savings Plan rank by assets among Form 5500 filers? ▼
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Next read for United Way Worldwide Tax Deferred Saving…
Filing takeaways
Ways to act on United Way Worldwide Tax Deferred Savings Plan's numbers.
- By total assets, United Way Worldwide Tax Deferred Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Virginia. Compare plans
- United Way Worldwide's sponsor-wide assets have grown 7.7% since 2022 across 3 plan years on file. More Other Services plans