Retirement plan

SAFE HARBOR 403(B) THRIFT PLAN OF UNITED WAY OF THE PLAINS

Name: UNITED WAY OF THE PLAINS - SAFE HARBOR 403(B) THRIFT PLAN OF UNITED WAY OF THE PLAINS (2025) Form 5500
Creator: UNITED WAY OF THE PLAINS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAFE HARBOR 403(B) THRIFT PLAN OF UNITED WAY OF THE PLAINS, UNITED WAY OF THE PLAINS

UNITED WAY OF THE PLAINSEIN 48-0547688Plan #003PY 2025

245 N WATER ST - WICHITA, KS 672021201316-267-1321unitedwayplains.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$13.6M

+12.7% from 2024

Total participants

+7.5% from 2024

Average account balance

$159,567

+2.1% from 2024

Annual return

14.11%

-3.60 pp from 2024

Benchmarks

See 9,247 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort9,247 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.56M

Not enough data

1 years with asset history on file

Average account balance

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

$160K

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.

202.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$547K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+14.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8390

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 codes2G2J

Plan features

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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$713K

$16981 / participant

Other / not subdivided$713K100.0%

% of EOY assets

5.258%

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

$159,567

$51,638+209.0%

$68,368+133.4%

$82,448+93.5%

Participation rate

97.6%

63.6%+34.0pp

73.8%+23.9pp

68.1%+29.6pp

Annual return

14.11%

37.53%-23.4pp

292.57%-278.5pp

41.64%-27.5pp

Employer contribution / active EE

$8,261

$2,047+303.6%

$2,649+211.8%

$2,551+223.8%

Participant deferral / active EE

$4,755

$2,914+63.2%

$4,123+15.3%

$4,139+14.9%

Admin fee / account holder

$8,390

$4,643+80.7%

$5,150+62.9%

$7,234+16.0%

SAFE HARBOR 403(B) THRIFT PLAN OF UNITED WAY OF THE PLAINS

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SAFE HARBOR 403(B) THRIFT PLAN OF UNITED WAY OF THE PLAINS

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