Plan5500

United Way Worldwide — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, United Way Worldwide (EIN 13-1635294) is a plan sponsor located in Alexandria, VA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-1635294
Location
Alexandria, VA
Loaded plans
3
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$73.3MSummed across loaded plans$73,310,066
Total reported assets$73.3M$73,310,066
Total reported participants842
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$73.3M total assets
Net assets$73.3MLiabilities$0
Contributions & income
Employer contributions$1.6M
Participant contributions$1.7M
Total income / additions$12.3M
Expenses & distributions
Benefits paid / distributions$9.6M
Total expenses$10.1M
Net increase / (decrease)$2.2M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets56%United Way Worldwide Tax Deferred Savings Plan
Participants per plan281Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    United Way Worldwide Tax Deferred Savings Plan$41M
    Plan #002 · 284 participants · 2023
  2. 2
    Pension Plan Of United Way Worldwide$32.3M
    Plan #333 · 355 participants · 2023
  3. 3
    United Way Worldwide Welfare Benefit Plannot reported in the loaded dataset
    Plan #506 · 203 participants · 2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for United Way Worldwide
YearPlanParticipantsSchedulesFiling
2023United Way Worldwide Welfare Benefit Plan203—20241003144810NAL0020842338001
2023United Way Worldwide Tax Deferred Savings Plan284H, C20241014143040NAL0027564065001
2023Pension Plan Of United Way Worldwide355H, C20241015155405NAL0057077746001

Related Form 5500 pages