Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF WILL COUNTY

Name: UNITED WAY OF WILL COUNTY - 403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF WILL COUNTY (2025) Form 5500
Creator: UNITED WAY OF WILL COUNTY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF WILL COUNTY, UNITED WAY OF WILL COUNTY

UNITED WAY OF WILL COUNTYEIN 36-2515625Plan #003PY 2025

PIONEER BLDG, 54 N OTTAWA ST - JOLIET, IL 604324345815-723-2500uwwill.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$392K

+30.6% from 2024

Total participants

0.0% from 2024

Average account balance

$35,648

+30.6% from 2024

Annual return

16.53%

+1.65 pp from 2024

Benchmarks

See 54,432 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort54,432 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$392K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$36K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

137.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$42K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.53%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$12

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2G2J2E2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$136

$17 / participant

Other / not subdivided$136100.0%

% of EOY assets

0.035%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$35,648

$72,071-50.5%

$68,368-47.9%

$137,256-74.0%

Participation rate

100.0%

76.2%+23.8pp

73.8%+26.2pp

80.0%+20.0pp

Annual return

16.53%

353.14%-336.6pp

292.57%-276.0pp

220.34%-203.8pp

Employer contribution / active EE

$5,012

$2,788+79.8%

$2,649+89.2%

$4,156+20.6%

Participant deferral / active EE

$259

$4,410-94.1%

$4,123-93.7%

$6,407-96.0%

Admin fee / account holder

$12

$5,336-99.8%

$5,150-99.8%

$12,270-99.9%

403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF WILL COUNTY

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF WILL COUNTY

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion