How big is Mesa United Way's plan?

Mesa United Way's plan reported $835K in assets and 21 participants for 2024.

Original filing (PDF)20260127111646NAL0003156352001

Mesa United Way

Name: Mesa United Way — Mesa United Way Profit Sharing, Form 5500 (2024)
Creator: Mesa United Way
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mesa United Way Profit Sharing Plan

401(k) retirement plan · Mesa United Way's Mesa United Way Profit Sharing Plan held $835K in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$835K

Net assets (EOY)

$835K

People on this filing

Allison Johnson signed Mesa United Way's 2024 Form 5500 as plan administrator.

Allison Johnson — 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

Mesa United Way's EIN is 86-0198599.

EIN 86-0198599

Plan number 002

Plan year 2024

ACK ID 20260127111646NAL0003156352001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Mesa United Way's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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