Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF ANCHORAGE

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

UNITED WAY OF ANCHORAGEEIN 92-0027948Plan #002PY 2025

701 W 8TH AVE STE 230 - ANCHORAGE, AK 99501907-263-3800unitedwayanc.orgLinkedIn11-50 employeesphilanthropy

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6.4M

+20.6% from 2024

Total participants

+3.2% from 2024

Average account balance

$66,434

+16.8% from 2024

Annual return

13.08%

-1.58 pp from 2024

Benchmarks

See 2,905 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort2,905 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.38M

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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.

124.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$445K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+13.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$500

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 codes2G3D2J

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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

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

$48K

$623 / participant

Other / not subdivided$48K100.0%

% of EOY assets

0.752%

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

$66,434

$64,920+2.3%

$103,693-35.9%

$86,983-23.6%

Participation rate

100.0%

63.6%+36.4pp

72.6%+27.4pp

69.5%+30.5pp

Annual return

13.08%

30.29%-17.2pp

47.61%-34.5pp

25.83%-12.8pp

Employer contribution / active EE

$1,843

$2,141-13.9%

$2,920-36.9%

$2,584-28.7%

Participant deferral / active EE

$3,932

$3,241+21.3%

$4,579-14.1%

$4,194-6.2%

Admin fee / account holder

$500

$6,191-91.9%

$7,858-93.6%

$7,856-93.6%

403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF ANCHORAGE

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 ANCHORAGE

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