Assets by plan
Share of aggregate retirement assets
Filings through .
United Way of Greater Toledo
EIN 34-4427947non-profit organization managementLatest filing 2025
Plans
2
Retirement
2
$38.6M assets
Health & Benefits
0
Participants
1,023
1001 MADISON AVE STE 100 - TOLEDO, OH 43604419-248-2424unitedwaytoledo.orgLinkedIn11-50 employeesnon-profit organization management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $38.6M assets / 1,023 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#333
THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER TOLEDO AND AFFILIATED AGENCIES
Traditional DB
Assets$35.3M
Participants963
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER TOLEDO
Other DC
Assets$3.4M
Participants60
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #333 | THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER TOLEDO AND AFFILIATED AGENCIES | Traditional DB | $35.3M | 963 | 2025 |
| #001 | 403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER TOLEDO | Other DC | $3.4M | 60 | 2025 |
- #333 · Traditional DB · 2025963
- #001 · Other DC · 202560
Retirement plans
Health & Benefits plans