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  1. Companies/
  2. United Way, Inc.
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

Top hat

United Way, Inc.

EIN 95-2274801-Other Services (except Public Administration)-Latest filing 2025
Plans
2
Retirement
2
$30.2M assets
Health & Benefits
0
Participants
343
515 S. FIGUEROA ST., SUITE 900 - LOS ANGELES, CA 90071213-808-6220unitedhaycompany.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001Traditional DB-$18.6M - 216 part#004403(b)-$11.6M - 127 part

Retirement portfolio analytics

2 plans aggregated / $30.2M assets / 343 participants

Assets by plan

Share of aggregate retirement assets

  • UNITED WAY, INC. (#001)$18.6M
  • UNITED WAY, INC. (#004)$11.6M
Total $30.2MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • UNITED WAY, INC. (#001)216
  • UNITED WAY, INC. (#004)127
Total 343Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

PENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC.

Traditional DB

Assets$18.6M
Participants216
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004

403(B) THRIFT PLAN OF UNITED WAY, INC.

403(b)

Assets$11.6M
Participants127
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001PENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC.Traditional DB$18.6M2162025
#004403(B) THRIFT PLAN OF UNITED WAY, INC.403(b)$11.6M1272025
  • PENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC.$18.6M
    #001 · Traditional DB · 2025216
  • 403(B) THRIFT PLAN OF UNITED WAY, INC.$11.6M
    #004 · 403(b) · 2025127
Retirement plans

On this page

  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
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