How big is United Way's plan?

United Way's plan reported $4.1M in assets and 47 participants for 2024.

Original filing (PDF)20250728131115NAL0003434434001

United Way

Name: United Way — 403(b) Thrift Plan of United Way, Form 5500 (2024)
Creator: United Way
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

403(b) Thrift Plan of United Way

401(k) retirement plan · United Way's 403(b) Thrift Plan of United Way held $4.1M in plan assets for 47 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

People on this filing

Tammy McCallie signed United Way's 2024 Form 5500 as plan administrator.

Tammy McCallie — 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's EIN is 62-0565962.

EIN 62-0565962

Plan number 002

Plan year 2024

ACK ID 20250728131115NAL0003434434001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

United Way's plan includes a 401(k) feature, profit-sharing, automatic enrollment, 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.

Finding similar companies…

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.

Plan sponsor

Name

UNITED WAY

EIN

all filings

Address

630 MARKET ST · CHATTANOOGA, TN · 374021205

Phone

(423) 752-0317

Industry

Other Services (ex. Public Admin)

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

2025-07-28

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

The Clear Fund DBA Givewell

Givewell 403(b) Plan

$4.1M · 66 participants

Open Government Partnership Secretariat

Open Government Partnership 401(k) Plan

$4.1M · 26 participants

Healthy Kids Corporation

Florida Healthy Kids Corporation 403(b) Plan

$4.1M · 23 participants

Barry & Florence Friedberg Jewish Community Center, Inc.

$4.1M · 24 participants

Idaho Farm Bureau Federation

Idaho Farm Bureau Federation 401(k) Plan

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.