United Way of the Columbia-Willamette 401(k) match, vesting and fees
What United Way of the Columbia-Willamette's 401(k) 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.
| Recordkeeper | Mutual of America Investment Corp | 2024 Schedule C ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2024 filing, the latest that names one. The other rows are from the plan year 2025 filing.
How the plan compares
Plan year 2025 medians for 2,291 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| United Way of the Columbia-Willamette: employer contribution per participant | $779 | |
| Peer median | $1,440 |
| United Way of the Columbia-Willamette: average balance | $62,268 | |
| Peer median | $38,351 |
| United Way of the Columbia-Willamette: admin expenses ÷ assets | 0.01% | |
| Peer median | 0.47% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $6.7M at the end of plan year 2021 to $6.4M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 110 | $6.4M | $80K | $779 | 0.01% | Not published | 5500-SF ↗ |
| 2024 | 109 | $7M | $100K | $970 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 110 | $6.5M | $81K | $761 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 108 | $5.5M | $78K | $792 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 101 | $6.7M | $31K | $322 | 1.16% | Not published | 5500-SF ↗ |
Other United Way of the Columbia-Willamette plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
United Way of the Columbia-Willamette
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 | 401(k) · Active | Form 5500 ↗ |
Common questions
Does United Way of the Columbia-Willamette match 401(k) contributions?
The match terms for the 401(k) Profit Sharing Plan for Employees of United Way of the Columbia-Willamette have not been published from its filing yet. The plan year 2025 filing reports $80K in employer contributions, about $779 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the United Way of the Columbia-Willamette 401(k) match vested?
The vesting schedule for the 401(k) Profit Sharing Plan for Employees of United Way of the Columbia-Willamette is not in the data published so far. Your Summary Plan Description states it.
Who manages the United Way of the Columbia-Willamette 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Mutual of America Investment Corp. The plan administrator is United Way of the Columbia-Willamette.
I left United Way of the Columbia-Willamette. 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 the Columbia-Willamette, (503) 228-9131) or the recordkeeper, Mutual of America Investment Corp. The United Way of the Columbia-Willamette old 401(k) page lists the contacts from every plan filing. Find an old United Way of the Columbia-Willamette 401(k)
Data from the public Form 5500 annual reports United Way of the Columbia-Willamette 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 the Columbia-Willamette. Not financial advice. Report a correction · Methodology