Defined Benefit (Pension) · DOL Form 5500 · 2024

United Way Worldwide Pension Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
13
Participants Small participant base
78th
Percentile by assets National rank
$2.4M
Avg per participant High balance/head
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Official DOL plan name: Pension Plan of United Way Worldwide · Sponsored by United Way Worldwide · Virginia · Other Services

$32M in assets, 13 participants

United Way Worldwide's Pension Plan of United Way Worldwide reported $32M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #6,878 in Other Services (7,719 peers)

Where Pension Plan of United Way Worldwide sits by assets

Pension Plan of United Way Worldwide sits in the top quartile of all filed plans by assets, $32M for 13 participants (~$2.4M/participant), down 2.4% in 2024.

#6,878
in Other Services (7,719 peers)
-2.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $787K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pension Plan of United Way Worldwide's outsized position by total assets

Pension Plan of United Way Worldwide vs every filed plan by assets

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

$31,538,200 Top 22% higher than 78% 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

Pension Plan of United Way Worldwide among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan of United Way Worldwide is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pension Plan of United Way Worldwide reported net income fell from $1M in the plan year 2023 filing to -$787K in the plan year 2024 filing.
  • Pension Plan of United Way Worldwide reported participants fell from 14 in the plan year 2023 filing to 13 in the plan year 2024 filing.
  • Pension Plan of United Way Worldwide end-of-year assets fell from $32M in the plan year 2023 filing to $32M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 131635294 · United Way Worldwide PY 2024 · Defined Benefit (Pension)

Pension Plan of United Way Worldwide · $32M · 13 · 78th

  • ASSETS $32M
  • ASSETS 13
  • ASSETS 78th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Apartment Employees' Pension Trust
  • ASSETS ind #6878

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 →

Pension Plan of United Way Worldwide in the asset neighbourhood

New Mexico Orthopaedic Associates, P.C. Defined Benefit PlanNew Mexico Orthopaedic Assoc…$32MPension Plan for Employees of Coca-Cola Beverages Northeast, Inc.Pension Plan for Employees o…$32MPension Plan of United Way WorldwidePension Plan of United Way W…$32MApartment Employees' Pension TrustApartment Employees' Pension…$32MWingspan Care Group Defined Benefit Retirement PlanWingspan Care Group Defined …$31M
End-of-year total assets ($M) among Pension Plan of United Way Worldwide and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$32M
Net Income-$787K
Employer EIN131635294
Plan Effective Date1974-01-01
Filing StatusFILING 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
$70M$72M$74M$76M$78M 202220232024 $71.1M $76.5M ▲ +7.7%
Year Plans Participants Total Assets
2022 2 207 $71M
2023 2 232 $73M
2024 2 233 $77M

Nearby Defined Benefit (Pension) Plans in Virginia

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Pension Plan of United Way Worldwide vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Pension Plan of United Way Worldwide, Total assets ($B): 0.0315382 · Participants: 13Pension Plan of United Way WorldwideNorthrop Grumman Pension Plan, Total assets ($B): 18.781759216 · Participants: 12678Northrop Grumman Pension PlanRetirement Security Plan, Total assets ($B): 11.481735153 · Participants: 56633Retirement Security PlanSheet Metal Workers' National Pension Fund, Total assets ($B): 8.902237059 · Participants: 63530Sheet Metal Workers' National Pension FundNg Space&mission Systems Corp Salaried Pension Pla, Total assets ($B): 8.398702873 · Participants: 6737Ng Space&mission Systems Corp Salaried Pension PlaDominion Energy Pension Plan, Total assets ($B): 8.332769083 · Participants: 11758Dominion Energy Pension Plan
Pension Plan of United Way Worldwide vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants
Compare Pension Plan of United Way Worldwide side-by-side with 3 peers →

Pension Plan of United Way Worldwide's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Virginia, the nearest Defined Benefit (Pension) by assets is Apartment Employees' Pension Trust in CA ($32M); by covered participants it is National Federation of Independent Business Retirement Plan in TN (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Pension Plan of United Way Worldwide assets move in 2024? ▼
Pension Plan of United Way Worldwide edged down modestly - down 2.4% during 2024, from $32M to $32M. Reported net income was -$787K.
How have United Way Worldwide plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Way Worldwide's sponsor-wide assets grew 7.7%, from $71M to $77M.
Where does Pension Plan of United Way Worldwide rank by assets among Form 5500 filers? ▼
Pension Plan of United Way Worldwide ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Pension Plan of United Way Worldwide? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Apartment Employees' Pension Trust in CA ($32M, 552 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan of United Way Worldwide? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is National Federation of Independent Business Retirement Plan in TN (13 participants, N/A 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 131635294.

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.