· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
UNITED WAY OF CENTRAL VIRGINIA — 403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF CENTRAL VIRGINIA, INC., Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20260205094859NAL0004503921001
UNITED WAY OF CENTRAL VIRGINIA
Form 5500-SF
FILING_RECEIVED
403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF CENTRAL VIRGINIA, INC.
401(k) retirement plan
Active participants
25
Accounts w/ balance
42
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
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
UNITED WAY OF CENTRAL VIRGINIA
.
Find decision makers
Plan sponsor
Name
UNITED WAY OF CENTRAL VIRGINIA
EIN
54-0505923
Address
1010 MILLER PARK SQ · LYNCHBURG, VA · 245012755
Phone
(434) 846-8467
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
334
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-02-05
Pension benefit codes
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
GOODWILL INDUSTRIES OF KANAWHA VALLEY, INC.
GOODWILL INDUSTRIES OF KANAWHA VALLEY 401(K) PLAN
$2.5M · 469 participants
WINN FAMILY OFFICE, LLC
WINN ENTITIES 401(K) PLAN
$2.5M · 19 participants
THE TEAGLE FOUNDATION, INC.
THE TEAGLE FOUNDATION VANGUARD 403(B)(7) PLAN
$2.5M · 5 participants
THE CAMPBELL INSTITUTE DBA CHILD
CHILDREN'S INSTITUTE 401(K) PLAN
$2.5M · 24 participants
TRI-COUNTY COMMUNITY ACTION, INC.
EMPLOYEE BENEFIT PLAN OF TRI-COUNTY COMMUNITY ACTION, INC.
100
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.5M · 188 participants
THE JEWISH FOUNDATION OF CINCINNATI
THE JEWISH FOUNDATION OF CINCINNATI PROFIT SHARING PLAN
$2.5M · 8 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B
