Other · DOL Form 5500 · 2024
United Way Worldwide Retirement Plan
Data updated 2026-08-25
- $45M
- Total assets Below avg plan size
- 220
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $204,527
- Avg per participant Above avg balance/head
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.
- #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.
- #7,111
- in Other Services (7,719 peers)
- +9.8%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
United Way Worldwide Tax Deferred Savings Plan's outsized position by total assets
United Way Worldwide Tax Deferred Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$44,995,893 Top 17% higher than 83% 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
United Way Worldwide Tax Deferred Savings 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 Worldwide Tax Deferred Savings Plan sits mid-pack in the medium band (220 participants).
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.
Published 5500 schedule card
Filing strip 131635294 · United Way Worldwide PY 2024 · Other
United Way Worldwide Tax Deferred Savings Plan · $45M · 220 · 83rd
- NET $45M
- NET 220
- NET 83rd
- NET Other
- NET near Overlake School 403(b)
- NET ind #7111
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 Virginia →
United Way Worldwide Tax Deferred Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All United Way Worldwide plans reported in each filing year
- Latest sponsor-wide plan assets
- $77M 7.694161111783333% vs 2022
- 2024 filing year
| 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.
- 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
United Way Worldwide Tax Deferred Savings Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Overlake School 403(b) in WA ($45M); by covered participants it is Greater Lynn Senior Services, Inc. Tax Sheltered Annuity Plan in MA (220 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($45M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (220 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.