United Way Worldwide 403(b) match, vesting and fees
What United Way Worldwide's 403(b) 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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Grant Thornton LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| United Way Worldwide: employer contribution per participant | $3,020 | |
| Peer median | $1,803 |
| United Way Worldwide: average balance | $137,602 | |
| Peer median | $48,934 |
| United Way Worldwide: admin expenses ÷ assets | 0.15% | |
| Peer median | 0.31% |
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 $53.4M at the end of plan year 2021 to $45M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 388 | $45M | $987K | $3,020 | 0.15% | Not published | Form 5500 ↗ |
| 2023 | 396 | $41M | $969K | $3,047 | 0.16% | Not published | Form 5500 ↗ |
| 2022 | 328 | $40M | $1.1M | $3,210 | 0.14% | Not published | Form 5500 ↗ |
| 2021 | 361 | $53.4M | $1.5M | $4,252 | 0.20% | Not published | Form 5500 ↗ |
Other United Way Worldwide plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Pension Plan of United Way Worldwide
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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Grant Thornton LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does United Way Worldwide match 401(k) contributions?
The match terms for the United Way Worldwide Tax Deferred Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $987K in employer contributions, about $3,020 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the United Way Worldwide 401(k) match vested?
The vesting schedule for the United Way Worldwide Tax Deferred Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the United Way Worldwide 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is United Way Worldwide.
I left United Way Worldwide. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (United Way Worldwide, (703) 836-7100) or the recordkeeper, Principal Life Insurance Company. The United Way Worldwide old 401(k) page lists the contacts from every plan filing. Find an old United Way Worldwide 401(k)
Data from the public Form 5500 annual reports United Way Worldwide filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Worldwide. Not financial advice. Report a correction · Methodology