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Employer · plans filed under one EIN

United Way of Greater St. Louis, Inc.

Saint Louis, MO · Other services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$23.4Mnet assets across plans
325participant records162 active
$511Kemployer contributions, latest plan years$3,154 per active record
$211KSchedule C compensation to organisations$649.53 per participant record

2 retirement plans with 100 or more participants file Form 5500 under United Way of Greater St. Louis, Inc.'s employer identification number (Saint Louis, Missouri). Their latest filings total 325 participant records and $23.4M in net assets.

The largest is 403(b) Plan for United Way of Greater St. Louis, Inc., a 403(b) plan with 178 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $511K and participant contributions $564K in the latest plan years; benefits paid were $3.9M. Schedule C compensation reported to service provider organisations totalled $211K.

Combined net assets moved from $10.0M in 2009 to $11.1M in 2025 (up 10%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
403(b) Plan for United Way of Greater St. Louis, Inc.403(b) plan2025178$11.1M$62,177$3,992$24K
The Defined Benefit Plan of United Way of Greater St. Louis Inc.defined benefit pension plan2024147$12.4M$84,033—$187K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $10.0M2010: $13.0M2011: $14.9M2012: $16.1M2013: $16.9M2014: $17.7M2015: $15.9M2016: $19.3M2017: $17.6M2018: $18.1M2019: $19.2M2020: $22.8M2021: $21.1M2022: $21.8M2023: $23.3M2024: $22.1M2025: $11.1M$10.0M$23.3M$11.1M200920122016202020242025
Combined net assets
2009: 3392010: 3382011: 3432012: 3592013: 3502014: 3612015: 3792016: 3942017: 3922018: 4082019: 4122020: 3972021: 3802022: 3932023: 3822024: 3402025: 178339412178200920122016202020242025
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20251178$11.1M$511K$564K
20242340$22.1M$542K$583K
20232382$23.3M$471K$543K
20222393$21.8M$952K$533K
20212380$21.1M$997K$527K
20202397$22.8M$1.0M$530K
20192412$19.2M$1.0M$523K
20182408$18.1M$1.0M$487K
20172392$17.6M$837K$483K
20162394$19.3M$1.8M$413K
20152379$15.9M$1.0M$334K
20142361$17.7M$825K$283K
20132350$16.9M$1.2M$272K
20122359$16.1M$450K$261K
20112343$14.9M$1.7M$262K
20102338$13.0M$1.4M$216K
20092339$10.0M$700K$205K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Principal Life Insurance CompanyContract Administrator; Participant loan processing2$145,409
United Way of Greater STPlan Administrator1$55,495
Principal Global Investors, LLCInvestment advisory (plan)1$10,194

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Principal Life Insurance Company$145K
United Way of Greater ST$55K
Principal Global Investors, LLC$10K

Questions and answers

How many retirement plans does United Way of Greater St. Louis, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: 403(b) Plan for United Way of Greater St. Louis, Inc. and The Defined Benefit Plan of United Way of Greater St. Louis Inc.. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does United Way of Greater St. Louis, Inc. contribute to its plans?

$510,990 in employer contributions across these plans in their latest plan years, about $3,154 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Principal Life Insurance Company, United Way of Greater ST and Principal Global Investors, LLC. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.