How big is Orange County's United Way's plan?

Orange County's United Way's plan reported $6.2M in assets and 130 participants for 2024.

Original filing (PDF)20250627131135NAL0013863888001

Orange County's United Way

Name: Orange County's United Way — Orange County's United, Form 5500 (2024)
Creator: Orange County's United Way
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Orange County's United Way 403(b) Plan

403(b) retirement plan · Orange County's United Way's Orange County's United Way 403(b) Plan held $6.2M in plan assets for 130 participants in 2024.

Signals · 1

No auditor on file

Active participants

130

Accounts w/ balance

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

People on this filing

Jeegisha Panchal signed Orange County's United Way's 2024 Form 5500 as plan administrator.

Jeegisha Panchal — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Orange County's United Way's EIN is 33-0047994.

EIN 33-0047994

Plan number 002

Plan year 2024

ACK ID 20250627131135NAL0013863888001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Orange County's United Way from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Orange County's United Way's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ORANGE COUNTY'S UNITED WAY.

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Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score