· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ORANGE COUNTY'S UNITED WAY — ORANGE COUNTY'S UNITED WAY 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250627131135NAL0013863888001
ORANGE COUNTY'S UNITED WAY
Form 5500-SF
FILING_RECEIVED
ORANGE COUNTY'S UNITED WAY 403(B) PLAN
403(b) retirement plan
Signals · 1
No auditor on file
Active participants
130
Accounts w/ balance
85
Plan assets (EOY)
$6.2M
Net assets (EOY)
$6.2M
Plan health score (directional)
74
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ORANGE COUNTY'S UNITED WAY
.
Find decision makers
Plan sponsor
Name
ORANGE COUNTY'S UNITED WAY
EIN
33-0047994
Address
18012 MITCHELL AVENUE SOUTH · IRVINE, CA · 926146008
Phone
(949) 660-7600
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-27
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
COMMUNITY OPTIONS FOR RESIDENTIAL AND EMPLOYMENT SERVICES, INC.
COMMUNITY OPTIONS SAFE HARBOR 401(K) PROFIT SHARING PLAN
$6.2M · 165 participants
HARVESTERS THE COMMUNITY FOOD NETWORK
HARVESTERS 403B PLAN
$6.2M · 101 participants
MEALS ON WHEELS AMERICA
403(B) THRIFT PLAN FOR EMPLOYEES OF MEALS ON WHEELS AMERICA
$6.2M · 60 participants
RESCUE MISSION ALLIANCE OF SYRACUSE, NY
RESCUE MISSION 401(K) RETIREMENT BENEFIT PLAN
$6.2M · 399 participants
MULTIPLE MYELOMA RESEARCH FOUNDATION, INC.
80
Knocking points off
No independent qualified public accountant (IQPA) named.
65% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
MULTIPLE MYELOMA RESEARCH FOUNDATION 403(B) PLAN
$6.2M · 60 participants
ATLANTA UNION MISSION 403B PLAN
ATLANTA UNION MISSION 403(B) RETIREMENT PLAN
$6.3M · 223 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
