Civic Intelligence

Orange County'S United Way

Plan context: Orange County'S United Way 403(B) Plan

EIN 33-0047994 • Irvine, CA • 26 filings • 4 plans

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18012 Mitchell Avenue SouthIrvine, CA 92614-6008
Current Snapshot

Latest Year

2024

2024 Participants

85

2024 Assets

$6,221,893

2024 Contributions

$779,569

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$6,221,893$3,110,947$0200920172024YearValue
$6,221,893Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

85430200920172024YearValue
85Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024185$6,221,893$779,569$9,171iApproximate average salary by contribution assumption: employee only about $229,285 at 4% or $152,857 at 6%; with 50% employer match about $152,857 at 4% or $101,904 at 6%; with 100% employer match about $114,643 at 4% or $76,428 at 6%.
Orange County'S United Way 403(B) Plan-85$6,221,893$779,569$9,171iApproximate average salary by contribution assumption: employee only about $229,285 at 4% or $152,857 at 6%; with 50% employer match about $152,857 at 4% or $101,904 at 6%; with 100% employer match about $114,643 at 4% or $76,428 at 6%.
2023174$5,844,912$570,617$7,711iApproximate average salary by contribution assumption: employee only about $192,776 at 4% or $128,517 at 6%; with 50% employer match about $128,517 at 4% or $85,678 at 6%; with 100% employer match about $96,388 at 4% or $64,259 at 6%.
Orange County'S United Way 403(B) Plan-74$5,844,912$570,617$7,711iApproximate average salary by contribution assumption: employee only about $192,776 at 4% or $128,517 at 6%; with 50% employer match about $128,517 at 4% or $85,678 at 6%; with 100% employer match about $96,388 at 4% or $64,259 at 6%.
2022164$4,705,778$485,429$7,585iApproximate average salary by contribution assumption: employee only about $189,621 at 4% or $126,414 at 6%; with 50% employer match about $126,414 at 4% or $84,276 at 6%; with 100% employer match about $94,810 at 4% or $63,207 at 6%.
Orange County'S United Way 403(B) Plan-64$4,705,778$485,429$7,585iApproximate average salary by contribution assumption: employee only about $189,621 at 4% or $126,414 at 6%; with 50% employer match about $126,414 at 4% or $84,276 at 6%; with 100% employer match about $94,810 at 4% or $63,207 at 6%.
2021160$5,488,816$512,157$8,536iApproximate average salary by contribution assumption: employee only about $213,399 at 4% or $142,266 at 6%; with 50% employer match about $142,266 at 4% or $94,844 at 6%; with 100% employer match about $106,699 at 4% or $71,133 at 6%.
Orange County'S United Way 403(B) Plan-60$5,488,816$512,157$8,536iApproximate average salary by contribution assumption: employee only about $213,399 at 4% or $142,266 at 6%; with 50% employer match about $142,266 at 4% or $94,844 at 6%; with 100% employer match about $106,699 at 4% or $71,133 at 6%.
2020163$4,749,444$355,281$5,639iApproximate average salary by contribution assumption: employee only about $140,985 at 4% or $93,990 at 6%; with 50% employer match about $93,990 at 4% or $62,660 at 6%; with 100% employer match about $70,492 at 4% or $46,995 at 6%.
Orange County'S United Way 403(B) Plan-63$4,749,444$355,281$5,639iApproximate average salary by contribution assumption: employee only about $140,985 at 4% or $93,990 at 6%; with 50% employer match about $93,990 at 4% or $62,660 at 6%; with 100% employer match about $70,492 at 4% or $46,995 at 6%.
2019158$3,564,826$294,268$5,074iApproximate average salary by contribution assumption: employee only about $126,840 at 4% or $84,560 at 6%; with 50% employer match about $84,560 at 4% or $56,373 at 6%; with 100% employer match about $63,420 at 4% or $42,280 at 6%.
Orange County'S United Way 403(B) Plan-58$3,564,826$294,268$5,074iApproximate average salary by contribution assumption: employee only about $126,840 at 4% or $84,560 at 6%; with 50% employer match about $84,560 at 4% or $56,373 at 6%; with 100% employer match about $63,420 at 4% or $42,280 at 6%.
2018156$2,720,357$233,470$4,169iApproximate average salary by contribution assumption: employee only about $104,228 at 4% or $69,485 at 6%; with 50% employer match about $69,485 at 4% or $46,323 at 6%; with 100% employer match about $52,114 at 4% or $34,743 at 6%.
Orange County'S United Way 403(B) Plan-56$2,720,357$233,470$4,169iApproximate average salary by contribution assumption: employee only about $104,228 at 4% or $69,485 at 6%; with 50% employer match about $69,485 at 4% or $46,323 at 6%; with 100% employer match about $52,114 at 4% or $34,743 at 6%.
2017148$2,910,967$147,329$3,069iApproximate average salary by contribution assumption: employee only about $76,734 at 4% or $51,156 at 6%; with 50% employer match about $51,156 at 4% or $34,104 at 6%; with 100% employer match about $38,367 at 4% or $25,578 at 6%.
Orange County'S United Way 403(B) Plan-48$2,910,967$147,329$3,069iApproximate average salary by contribution assumption: employee only about $76,734 at 4% or $51,156 at 6%; with 50% employer match about $51,156 at 4% or $34,104 at 6%; with 100% employer match about $38,367 at 4% or $25,578 at 6%.
2016147$2,654,334$219,417$4,668iApproximate average salary by contribution assumption: employee only about $116,711 at 4% or $77,807 at 6%; with 50% employer match about $77,807 at 4% or $51,872 at 6%; with 100% employer match about $58,356 at 4% or $38,904 at 6%.
Orange County'S United Way 403(B) Plan-47$2,654,334$219,417$4,668iApproximate average salary by contribution assumption: employee only about $116,711 at 4% or $77,807 at 6%; with 50% employer match about $77,807 at 4% or $51,872 at 6%; with 100% employer match about $58,356 at 4% or $38,904 at 6%.
2015141$2,328,284$182,399$4,449iApproximate average salary by contribution assumption: employee only about $111,219 at 4% or $74,146 at 6%; with 50% employer match about $74,146 at 4% or $49,431 at 6%; with 100% employer match about $55,609 at 4% or $37,073 at 6%.
Orange County'S United Way 403(B) Plan-41$2,328,284$182,399$4,449iApproximate average salary by contribution assumption: employee only about $111,219 at 4% or $74,146 at 6%; with 50% employer match about $74,146 at 4% or $49,431 at 6%; with 100% employer match about $55,609 at 4% or $37,073 at 6%.
2014142$2,121,923$185,821$4,424iApproximate average salary by contribution assumption: employee only about $110,608 at 4% or $73,738 at 6%; with 50% employer match about $73,738 at 4% or $49,159 at 6%; with 100% employer match about $55,304 at 4% or $36,869 at 6%.
Orange County'S United Way 403(B) Plan-42$2,121,923$185,821$4,424iApproximate average salary by contribution assumption: employee only about $110,608 at 4% or $73,738 at 6%; with 50% employer match about $73,738 at 4% or $49,159 at 6%; with 100% employer match about $55,304 at 4% or $36,869 at 6%.
2013146$2,245,043$190,350$4,138iApproximate average salary by contribution assumption: employee only about $103,451 at 4% or $68,967 at 6%; with 50% employer match about $68,967 at 4% or $45,978 at 6%; with 100% employer match about $51,726 at 4% or $34,484 at 6%.
Orange County'S United Way 403(B) Plan-46$2,245,043$190,350$4,138iApproximate average salary by contribution assumption: employee only about $103,451 at 4% or $68,967 at 6%; with 50% employer match about $68,967 at 4% or $45,978 at 6%; with 100% employer match about $51,726 at 4% or $34,484 at 6%.
2012148$1,831,917$305,630$6,367iApproximate average salary by contribution assumption: employee only about $159,182 at 4% or $106,122 at 6%; with 50% employer match about $106,122 at 4% or $70,748 at 6%; with 100% employer match about $79,591 at 4% or $53,061 at 6%.
Orange County'S United Way 403(B) Plan-48$1,831,917$305,630$6,367iApproximate average salary by contribution assumption: employee only about $159,182 at 4% or $106,122 at 6%; with 50% employer match about $106,122 at 4% or $70,748 at 6%; with 100% employer match about $79,591 at 4% or $53,061 at 6%.
2011158$1,829,474$167,011$2,880iApproximate average salary by contribution assumption: employee only about $71,988 at 4% or $47,992 at 6%; with 50% employer match about $47,992 at 4% or $31,994 at 6%; with 100% employer match about $35,994 at 4% or $23,996 at 6%.
Orange County'S United Way 403(B) Plan-58$1,829,474$167,011$2,880iApproximate average salary by contribution assumption: employee only about $71,988 at 4% or $47,992 at 6%; with 50% employer match about $47,992 at 4% or $31,994 at 6%; with 100% employer match about $35,994 at 4% or $23,996 at 6%.
2010159$2,358,008$192,963$3,271iApproximate average salary by contribution assumption: employee only about $81,764 at 4% or $54,509 at 6%; with 50% employer match about $54,509 at 4% or $36,340 at 6%; with 100% employer match about $40,882 at 4% or $27,255 at 6%.
Orange County'S United Way 403(B) Plan-59$2,358,008$192,963$3,271iApproximate average salary by contribution assumption: employee only about $81,764 at 4% or $54,509 at 6%; with 50% employer match about $54,509 at 4% or $36,340 at 6%; with 100% employer match about $40,882 at 4% or $27,255 at 6%.
2009169$2,044,289$133,184$1,930iApproximate average salary by contribution assumption: employee only about $48,255 at 4% or $32,170 at 6%; with 50% employer match about $32,170 at 4% or $21,447 at 6%; with 100% employer match about $24,128 at 4% or $16,085 at 6%.
Orange County'S United Way 403(B) Plan-69$2,044,289$133,184$1,930iApproximate average salary by contribution assumption: employee only about $48,255 at 4% or $32,170 at 6%; with 50% employer match about $32,170 at 4% or $21,447 at 6%; with 100% employer match about $24,128 at 4% or $16,085 at 6%.
200810$0$0-
Orange County'S United Way 403(B) Plan-0---
200710$0$0-
Orange County'S United Way 403(B) Plan-0---
200610$0$0-
Orange County'S United Way 403(B) Plan-0---
200510$0$0-
Orange County'S United Way 403(B) Plan-0---
200410$0$0-
Orange County'S United Way 403(B) Plan-0---
200310$0$0-
Orange County'S United Way 403(B) Plan-0---
200210$0$0-
Orange County'S United Way 403(B) Plan-0---
200110$0$0-
Orange County'S United Way 403(B) Plan-0---
200010$0$0-
Orange County'S United Way 403(B) Plan-0---
199910$0$0-
Orange County'S United Way 403(B) Plan-0---