Find an old United Way of the Bay Area 401(k)
Uwba 401(k) Plan
United Way of the Bay Area · Plan 002 · EIN 94-1312348 · San Francisco, CA
| Plan administrator | United Way of the Bay Area 550 Kearny Street, Suite 1000, San Francisco, CA 94108 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Mutual of America Sec. Corp LLC | Schedule C ↗ |
| Former employees with balances | 93 separated participants still had money in the plan | Form 5500 ↗ |
Pension Plan of United Way of the Bay Area
United Way of the Bay Area · Plan 001 · EIN 94-1312348 · San Francisco, CA
| Plan administrator | United Way of the Bay Area 550 Kearny Ste 1000, San Francisco, CA 94108 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
| Termination | The plan year 2025 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
United Way of the Bay Area 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually taxed, plus a 10% penalty if you are under 59½. |
General information, not financial or tax advice. Rules depend on your plan and situation.
How to track down the account
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old United Way of the Bay Area 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: United Way of the Bay Area, (415) 808-4300. The accounts are held by the recordkeeper, Mutual of America Sec. Corp LLC. Have your Social Security number and dates of employment ready.
What is the United Way of the Bay Area 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (415) 808-4300.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with United Way of the Bay Area and does not hold accounts. Not financial advice. Report a correction