Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UNITED WAY OF GREATER TOLEDO
EIN 34-4427947non-profit organization managementLatest filing 2025
Plans
2
Retirement
2
$37.8M assets
Welfare
0
Participants
1,060
1001 MADISON AVE STE 100 - TOLEDO, OH 436045535419-248-2424unitedwaytoledo.orgLinkedIn11-50 employeesnon-profit organization management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $37.8M assets / 1,060 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#333
THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER TOLEDO AND AFFILIATED AGENCIES
TraditionalDB
Assets$34.4M
Participants1,000
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER TOLEDO
OtherDC
Assets$3.4M
Participants60
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 333 | THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER TOLEDO AND AFFILIATED AGENCIES | TraditionalDB | $34.4M | 1,000 | 2024 | |
| 001 | 403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER TOLEDO | OtherDC | $3.4M | 60 | 2025 |
Retirement plans
Welfare plans