United Way of Greater Toledo retirement plan: assets, participants and fees
What United Way of Greater Toledo's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Plan history
Plan assets went from $3.2M at the end of plan year 2021 to $3.4M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 60 | $3.4M | $66K | $1,156 | 0.03% | Not published | 5500-SF ↗ |
| 2024 | 80 | $3.2M | $81K | $1,054 | 0.02% | Not published | 5500-SF ↗ |
| 2023 | 71 | $2.8M | $86K | $1,210 | <0.01% | Not published | 5500-SF ↗ |
| 2022 | 70 | $2.5M | $77K | $1,105 | 0.02% | Not published | 5500-SF ↗ |
| 2021 | 70 | $3.2M | $73K | $1,053 | 0.03% | Not published | 5500-SF ↗ |
Other United Way of Greater Toledo plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Mg Trust Co D/B/A Matrix Trust | Schedule C ↗ |
| Independent auditor | Rehmann Robson LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does United Way of Greater Toledo match 401(k) contributions?
The match terms for the 403(b) Thrift Plan for Employees of United Way of Greater Toledo have not been published from its filing yet. The plan year 2025 filing reports $66K in employer contributions, about $1,156 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the United Way of Greater Toledo 401(k) match vested?
The vesting schedule for the 403(b) Thrift Plan for Employees of United Way of Greater Toledo is not in the data published so far. Your Summary Plan Description states it.
Who manages the United Way of Greater Toledo 401(k)?
The filing names United Way of Greater Toledo as plan administrator; it does not list a recordkeeper.
I left United Way of Greater Toledo. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (United Way of Greater Toledo, (419) 248-2424). The United Way of Greater Toledo old 401(k) page lists the contacts from every plan filing. Find an old United Way of Greater Toledo 401(k)
Data from the public Form 5500 annual reports United Way of Greater Toledo filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with United Way of Greater Toledo. Not financial advice. Report a correction · Methodology