How big is United Way, Inc.'s plan?

United Way, Inc.'s plan reported $10.8M in assets and 73 participants for 2024.

Original filing (PDF)20251007153351NAL0011902610001

United Way, Inc.

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

Form 5500

FILING_RECEIVED

403(b) Thrift Plan of United Way, Inc.

401(k) retirement plan · United Way, Inc.'s 403(b) Thrift Plan of United Way, Inc. held $10.8M in plan assets for 73 participants in 2024, with Mutual of America as recordkeeper.

Signals · 1

12% employer stock

Active participants

Accounts w/ balance

159

Plan assets (EOY)

$10.8M

Net assets (EOY)

$10.8M

People on this filing

Elise BUIK signed United Way, Inc.'s 2024 Form 5500 as plan administrator.

Elise BUIK — 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, Inc.'s EIN is 95-2274801.

EIN 95-2274801

Plan number 004

Plan year 2024

ACK ID 20251007153351NAL0011902610001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

United Way, Inc.'s plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), ERISA 404(c) participant direction, a 403(b) annuity.

Decision-maker contacts

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

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How this plan invests

This plan

1 pooled trust

Schedule D

43 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

UNITED WAY, INC.

EIN

all filings

Address

515 S. FIGUEROA ST. STE. 900 · LOS ANGELES, CA · 90071

Phone

(213) 808-6220

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

2L · 403(b)(1) annuity

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$2K	—

Investments

43 direct securities · 1 pooled fund· $20.1M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$9.4M

1 holding

Other securities

$6.0M

26 holdings

Mutual Funds

$2.4M

11 holdings

Common Stocks

$1.3M

1 holding

Common Collective Trusts

$996K

3 holdings

Cash / Money Market

$8K

1 holding

Pooled Separate Accounts

$1K

1 holding

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Fidelity$1.9M Vanguard$466K American Century$402K T. Rowe Price$286K American Funds (Capital Group)$41K PIMCO$20K Eaton Vance / Calvert$13K Invesco$3K

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					% of plan
SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 004	Pooled Separate Account	—	—	$9.4M	87.3%
Mutual of America Life Unallocated Insurance Contracts Insurance Company*: Interest Accumulation Account	Common Stocks	—	—	$1.3M	12.2%
Fidelity VIP Contrafund Portfolio	Mutual Funds	—	—	$987K	9.2%
Mutual of America Clear Passage 2050 Fund	Other securities	—	—	$750K	7.0%
Mutual of America Equity Index Fund	Common Collective Trusts	—	—	$743K	6.9%
DWS Capital Growth VIP	Other securities	—	—	$646K	6.0%
Fidelity VIP Equity-Income Portfolio	Mutual Funds	—	—	$581K	5.4%
Mutual of America Clear Passage 2030 Fund	Other securities	—	—	$478K	4.4%
Mutual of America Clear Passage 2040 Fund	Other securities	—	—	$477K	4.4%
Mutual of America Clear Passage 2055 Fund	Other securities	—	—	$441K	4.1%
Mutual of America Clear Passage 2045 Fund	Other securities	—	—	$426K	4.0%
LVIP American Century Capital Appreciation Fund	Other securities	—	—	$402K	3.7%
Vanguard VIF International Portfolio	Mutual Funds	—	—	$340K	3.2%
Mutual of America Clear Passage 2025 Fund	Other securities	—	—	$314K	2.9%
Mutual of America Small Cap Growth Fund	Other securities	—	—	$313K	2.9%
T. Rowe Price Blue Chip Growth Portfolio	Other securities	—	—	$286K	2.7%
Mutual of America Clear Passage 2060 Fund	Other securities	—	—	$231K	2.1%
Mutual of America Clear Passage 2035 Fund	Other securities	—	—	$214K	2.0%
Mutual of America Balanced Fund	Other securities	—	—	$202K	1.9%
Mutual of America Mid Cap Value Fund	Other securities	—	—	$199K	1.9%
Mutual of America Mid Cap Equity Index Fund	Common Collective Trusts	—	—	$198K	1.8%
Mutual of America Small Cap Value Fund	Other securities	—	—	$185K	1.7%
Fidelity VIP Asset Manager Portfolio	Mutual Funds	—	—	$174K	1.6%
Mutual of America All America Fund	Other securities	—	—	$115K	1.1%
Fidelity VIP Mid Cap Portfolio	Mutual Funds	—	—	$114K	1.1%
Mutual of America Core Bond Fund	Other securities	—	—	$91K	0.8%
Vanguard VIF Diversified Value Portfolio	Mutual Funds	—	—	$63K	0.6%
Mutual of America Small Cap Equity Index Fund	Common Collective Trusts	—	—	$55K	0.5%
Mutual of America Clear Passage 2065 Fund	Other securities	—	—	$49K	0.5%
Vanguard VIF Real Estate Index Portfolio	Mutual Funds	—	—	$43K	0.4%
Mutual of America Conservative Allocation Fund	Other securities	—	—	$41K	0.4%
American Funds Insurance Series New World Fund	Mutual Funds	—	—	$41K	0.4%
Mutual of America Intermediate Bond Fund	Other securities	—	—	$35K	0.3%
Mutual of America Moderate Allocation Fund	Other securities	—	—	$29K	0.3%
PIMCO VIT Real Return Portfolio	Mutual Funds	—	—	$20K	0.2%
Vanguard VIF Total Bond Mkt Index	Mutual Funds	—	—	$20K	0.2%
Mutual of America International Fund	Other securities	—	—	$20K	0.2%
Macquarie VIP Small Cap Value Series	Other securities	—	—	$17K	0.2%
Victory RS Small Cap Growth Equity VIP Series	Other securities	—	—	$16K	0.2%
Calvert VP SRI Balanced Portfolio	Other securities	—	—	$13K	0.1%
Mutual of America US Government Money Market Fund	Cash / Money Market	—	—	$8K	<0.1%
Invesco VI Main Street Fund	Mutual Funds	—	—	$3K	<0.1%
Mutual of America Clear Passage 2020 Fund	Pooled Separate Accounts	—	—	$1K	<0.1%
Mutual of America Aggressive Allocation Fund	Other securities	—	—	$1K	<0.1%

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