Assets by plan
Share of aggregate retirement assets
71%top
Sponsor portfolioTH
ORANGE COUNTY'S UNITED WAY
EIN 33-0047994non-profit organization managementLatest filing 2025
Plans
2
Retirement
2
$7.7M assets
Welfare
0
Participants
269
18012 MITCHELL S - IRVINE, CA 926146008949-660-7600unitedwayoc.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.7M assets / 269 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ORANGE COUNTY'S UNITED WAY RETIREMENT PLAN A
403b
Assets$5.5M
Participants164
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ORANGE COUNTY'S UNITED WAY RETIREMENT PLAN B
403b
Assets$2.3M
Participants105
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ORANGE COUNTY'S UNITED WAY RETIREMENT PLAN A | 403b | $5.5M | 164 | 2025 | |
| 003 | ORANGE COUNTY'S UNITED WAY RETIREMENT PLAN B | 403b | $2.3M | 105 | 2025 |
Retirement plans