United Way, Inc. 401(k) Plan: Login, Facts & Contact Information

United Way, Inc. 401(k) Plan Facts

Plan name
403(B) THRIFT PLAN OF UNITED WAY, INC.
Plan type
401(k) with employer contributions
Plan sponsor
UNITED WAY, INC.
Participants
172 (73 active employees)
Former employees with a balance
83
Plan assets
$10,750,787 at Dec 31, 2024
Average account balance
$67,615 across 159 accounts
Employer contributions
$124,441 in plan year 2024 (20% of all contributions)
Recordkeeper
Mutual Of America Investment Corp
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1997
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window— Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 7, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $636,005 went into the plan in contributions, $124,441 of it from the employer (20%).
  • $902,806 was paid out to participants.
  • Investment and other income added $1.41 million.
  • Administrative expenses were $1,653, about $10 per account.

How the United Way, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019157$7.00 million$78,645$256,475
2020172$8.06 million$111,488$738,507
2021170$9.47 million$112,983$484,514
2022167$8.59 million$133,667$131,381
2023183$9.61 million$117,244$962,915
2024172$10.8 million$124,441$902,806

United Way, Inc. 401(k) Contact Information

Phone
213-808-6220
Mailing address
515 S. FIGUEROA ST. STE. 900, LOS ANGELES CA 90071
Plan sponsor
UNITED WAY, INC.
Employer identification number (EIN)
95-2274801
Plan number
004

Questions about the United Way, Inc. 401(k)

Does United Way, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $124,441, 20% of all contributions.

Does the United Way, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the United Way, Inc 401(k) plan?

172 participants at the start of plan year 2024, 73 of them active employees, and 83 former employees who still had money in the plan.

What is the average 401(k) balance at United Way, Inc?

About $67,615 per account: $10.8 million in plan assets across 159 accounts with a balance at the end of plan year 2024.

Who manages the United Way, Inc 401(k) accounts?

Mutual of America (listed on the filing as MUTUAL OF AMERICA INVESTMENT CORP) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at United Way, Inc. How do I access my 401(k)?

Your account stays with Mutual of America after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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