How big is United Way of Trumbull County's plan?

United Way of Trumbull County's plan reported $167K in assets and 1 participants for 2024.

Original filing (PDF)20250728061444NAL0000570051001

United Way of Trumbull County

Name: United Way of Trumbull County — Defined Contribution, Form 5500 (2024)
Creator: United Way of Trumbull County
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Defined Contribution Pension Plan for Employees of United Way of Trumbull County

Defined-contribution retirement plan · United Way of Trumbull County's Defined Contribution Pension Plan for Employees of United Way of Trumbull County held $167K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$167K

Net assets (EOY)

$167K

People on this filing

Christine COPE signed United Way of Trumbull County's 2024 Form 5500 as plan administrator.

Christine COPE — 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

United Way of Trumbull County's EIN is 34-1083629.

EIN 34-1083629

Plan number 001

Plan year 2024

ACK ID 20250728061444NAL0000570051001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

United Way of Trumbull County's plan includes profit-sharing, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

UNITED WAY OF TRUMBULL COUNTY

EIN

all filings

Address

295 HARMON AVENUE NW · WARREN, OH · 44483

Phone

(330) 369-1000

Industry

Other Services (ex. Public Admin)

Plan administrator