United Way/Capital Area
Plan context: 403(B) Thrift Plan of United Way for Greater Austin
EIN 74-1193439 • Austin, TX • 43 filings • 20 plans
Current Snapshot
Latest Year
2024
2024 Participants
142
2024 Assets
$5,155,927
2024 Contributions
$635,808
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 3 | 142 | $5,155,927 | $635,808 | $4,478iApproximate average salary by contribution assumption: employee only about $111,938 at 4% or $74,625 at 6%; with 50% employer match about $74,625 at 4% or $49,750 at 6%; with 100% employer match about $55,969 at 4% or $37,313 at 6%. |
| 403(B) Thrift Plan of United Way for Greater Austin | - | 142 | $3,194,693 | $486,329 | $3,425iApproximate average salary by contribution assumption: employee only about $85,621 at 4% or $57,081 at 6%; with 50% employer match about $57,081 at 4% or $38,054 at 6%; with 100% employer match about $42,811 at 4% or $28,540 at 6%. |
| 403(B) Thrift Plan of United Way for Greater Austin | - | 64 | $1,961,234 | $149,479 | $2,336iApproximate average salary by contribution assumption: employee only about $58,390 at 4% or $38,927 at 6%; with 50% employer match about $38,927 at 4% or $25,951 at 6%; with 100% employer match about $29,195 at 4% or $19,463 at 6%. |
| United Way for Greater Austin Health and Welfare Plan | - | 106 | - | - | - |
| 2023 | 2 | 148 | $2,508,446 | $506,677 | $3,423iApproximate average salary by contribution assumption: employee only about $85,587 at 4% or $57,058 at 6%; with 50% employer match about $57,058 at 4% or $38,039 at 6%; with 100% employer match about $42,794 at 4% or $28,529 at 6%. |
| 403(B) Thrift Plan of United Way for Greater Austin | - | 148 | $2,508,446 | $506,677 | $3,423iApproximate average salary by contribution assumption: employee only about $85,587 at 4% or $57,058 at 6%; with 50% employer match about $57,058 at 4% or $38,039 at 6%; with 100% employer match about $42,794 at 4% or $28,529 at 6%. |
| United Way for Greater Austin Health and Welfare Plan | - | 106 | - | - | - |
| 2022 | 1 | 136 | $1,751,487 | $175,453 | $1,290iApproximate average salary by contribution assumption: employee only about $32,252 at 4% or $21,502 at 6%; with 50% employer match about $21,502 at 4% or $14,334 at 6%; with 100% employer match about $16,126 at 4% or $10,751 at 6%. |
| 403(B) Thrift Plan of United Way for Greater Austin | - | 136 | $1,751,487 | $175,453 | $1,290iApproximate average salary by contribution assumption: employee only about $32,252 at 4% or $21,502 at 6%; with 50% employer match about $21,502 at 4% or $14,334 at 6%; with 100% employer match about $16,126 at 4% or $10,751 at 6%. |
| 2021 | 1 | 72 | $1,958,805 | $154,041 | $2,139iApproximate average salary by contribution assumption: employee only about $53,486 at 4% or $35,658 at 6%; with 50% employer match about $35,658 at 4% or $23,772 at 6%; with 100% employer match about $26,743 at 4% or $17,829 at 6%. |
| 403(B) Thrift Plan of United Way for Greater Austin | - | 72 | $1,958,805 | $154,041 | $2,139iApproximate average salary by contribution assumption: employee only about $53,486 at 4% or $35,658 at 6%; with 50% employer match about $35,658 at 4% or $23,772 at 6%; with 100% employer match about $26,743 at 4% or $17,829 at 6%. |
| 2020 | 1 | 64 | $1,688,199 | $125,101 | $1,955iApproximate average salary by contribution assumption: employee only about $48,868 at 4% or $32,578 at 6%; with 50% employer match about $32,578 at 4% or $21,719 at 6%; with 100% employer match about $24,434 at 4% or $16,289 at 6%. |
| 403(B) Thrift Plan of United Way for Greater Austin | - | 64 | $1,688,199 | $125,101 | $1,955iApproximate average salary by contribution assumption: employee only about $48,868 at 4% or $32,578 at 6%; with 50% employer match about $32,578 at 4% or $21,719 at 6%; with 100% employer match about $24,434 at 4% or $16,289 at 6%. |
| 2019 | 1 | 64 | $1,951,180 | $144,463 | $2,257iApproximate average salary by contribution assumption: employee only about $56,431 at 4% or $37,621 at 6%; with 50% employer match about $37,621 at 4% or $25,080 at 6%; with 100% employer match about $28,215 at 4% or $18,810 at 6%. |
| 403(B) Thrift Plan of United Way for Greater Austin | - | 64 | $1,951,180 | $144,463 | $2,257iApproximate average salary by contribution assumption: employee only about $56,431 at 4% or $37,621 at 6%; with 50% employer match about $37,621 at 4% or $25,080 at 6%; with 100% employer match about $28,215 at 4% or $18,810 at 6%. |
| 2018 | 1 | 59 | $1,592,168 | $150,341 | $2,548iApproximate average salary by contribution assumption: employee only about $63,704 at 4% or $42,469 at 6%; with 50% employer match about $42,469 at 4% or $28,313 at 6%; with 100% employer match about $31,852 at 4% or $21,235 at 6%. |
| 403(B) Thrift Plan of United Way for Greater Austin | - | 59 | $1,592,168 | $150,341 | $2,548iApproximate average salary by contribution assumption: employee only about $63,704 at 4% or $42,469 at 6%; with 50% employer match about $42,469 at 4% or $28,313 at 6%; with 100% employer match about $31,852 at 4% or $21,235 at 6%. |
| 2017 | 1 | 50 | $1,325,622 | $122,050 | $2,441iApproximate average salary by contribution assumption: employee only about $61,025 at 4% or $40,683 at 6%; with 50% employer match about $40,683 at 4% or $27,122 at 6%; with 100% employer match about $30,513 at 4% or $20,342 at 6%. |
| 403(B) Thrift Plan of United Way for Greater Austin | - | 50 | $1,325,622 | $122,050 | $2,441iApproximate average salary by contribution assumption: employee only about $61,025 at 4% or $40,683 at 6%; with 50% employer match about $40,683 at 4% or $27,122 at 6%; with 100% employer match about $30,513 at 4% or $20,342 at 6%. |
| 2016 | 1 | 105 | $1,911,778 | $120,422 | $1,147iApproximate average salary by contribution assumption: employee only about $28,672 at 4% or $19,115 at 6%; with 50% employer match about $19,115 at 4% or $12,743 at 6%; with 100% employer match about $14,336 at 4% or $9,557 at 6%. |
| 403(B) Thrift Plan of United Way for Greater Austin | - | 105 | $1,911,778 | $120,422 | $1,147iApproximate average salary by contribution assumption: employee only about $28,672 at 4% or $19,115 at 6%; with 50% employer match about $19,115 at 4% or $12,743 at 6%; with 100% employer match about $14,336 at 4% or $9,557 at 6%. |
| 2015 | 1 | 99 | $1,713,172 | $115,691 | $1,169iApproximate average salary by contribution assumption: employee only about $29,215 at 4% or $19,477 at 6%; with 50% employer match about $19,477 at 4% or $12,984 at 6%; with 100% employer match about $14,607 at 4% or $9,738 at 6%. |
| 403(B) Thrift Plan of United Way for Greater Austin | - | 99 | $1,713,172 | $115,691 | $1,169iApproximate average salary by contribution assumption: employee only about $29,215 at 4% or $19,477 at 6%; with 50% employer match about $19,477 at 4% or $12,984 at 6%; with 100% employer match about $14,607 at 4% or $9,738 at 6%. |
| 2014 | 2 | 71 | $1,647,328 | $111,461 | $1,570iApproximate average salary by contribution assumption: employee only about $39,247 at 4% or $26,165 at 6%; with 50% employer match about $26,165 at 4% or $17,443 at 6%; with 100% employer match about $19,623 at 4% or $13,082 at 6%. |
| 403(B) Thrift Plan of United Way for Greater Austin | - | 71 | $1,141,812 | $111,461 | $1,570iApproximate average salary by contribution assumption: employee only about $39,247 at 4% or $26,165 at 6%; with 50% employer match about $26,165 at 4% or $17,443 at 6%; with 100% employer match about $19,623 at 4% or $13,082 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF UNITED WAY FOR GREATER AUSTIN | - | 44 | $505,516 | - | - |
| 2013 | 2 | 58 | $1,513,292 | $73,371 | $1,265iApproximate average salary by contribution assumption: employee only about $31,625 at 4% or $21,084 at 6%; with 50% employer match about $21,084 at 4% or $14,056 at 6%; with 100% employer match about $15,813 at 4% or $10,542 at 6%. |
| 403(B) Thrift Plan of United Way for Greater Austin | - | 58 | $1,025,704 | $73,371 | $1,265iApproximate average salary by contribution assumption: employee only about $31,625 at 4% or $21,084 at 6%; with 50% employer match about $21,084 at 4% or $14,056 at 6%; with 100% employer match about $15,813 at 4% or $10,542 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF UNITED WAY FOR GREATER AUSTIN | - | 45 | $487,588 | - | - |
| 2012 | 2 | 63 | $1,304,868 | $160,302 | $2,544iApproximate average salary by contribution assumption: employee only about $63,612 at 4% or $42,408 at 6%; with 50% employer match about $42,408 at 4% or $28,272 at 6%; with 100% employer match about $31,806 at 4% or $21,204 at 6%. |
| 403(B) Thrift Plan of United Way for Greater Austin | - | 63 | $828,126 | $160,302 | $2,544iApproximate average salary by contribution assumption: employee only about $63,612 at 4% or $42,408 at 6%; with 50% employer match about $42,408 at 4% or $28,272 at 6%; with 100% employer match about $31,806 at 4% or $21,204 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF UNITED WAY FOR GREATER AUSTIN (FORMERLY UNITED WAY / CAPITAL AREA) | - | 53 | $476,742 | - | - |
| 2011 | 2 | 62 | $1,143,100 | $117,310 | $1,892iApproximate average salary by contribution assumption: employee only about $47,302 at 4% or $31,535 at 6%; with 50% employer match about $31,535 at 4% or $21,023 at 6%; with 100% employer match about $23,651 at 4% or $15,767 at 6%. |
| 403(B) Thrift Plan of United Way for Greater Austin | - | 62 | $700,655 | $117,310 | $1,892iApproximate average salary by contribution assumption: employee only about $47,302 at 4% or $31,535 at 6%; with 50% employer match about $31,535 at 4% or $21,023 at 6%; with 100% employer match about $23,651 at 4% or $15,767 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF UNITED WAY / CAPITAL AREA | - | 56 | $442,445 | - | - |
| 2010 | 2 | 59 | $1,103,725 | $190,355 | $3,226iApproximate average salary by contribution assumption: employee only about $80,659 at 4% or $53,773 at 6%; with 50% employer match about $53,773 at 4% or $35,848 at 6%; with 100% employer match about $40,329 at 4% or $26,886 at 6%. |
| 403(B) Thrift Plan of United Way for Greater Austin | - | 51 | $640,720 | $190,355 | $3,732iApproximate average salary by contribution assumption: employee only about $93,311 at 4% or $62,208 at 6%; with 50% employer match about $62,208 at 4% or $41,472 at 6%; with 100% employer match about $46,656 at 4% or $31,104 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF UNITED WAY / CAPITAL AREA | - | 59 | $463,005 | - | - |
| 2009 | 2 | 67 | $1,047,298 | $485,075 | $7,240iApproximate average salary by contribution assumption: employee only about $180,998 at 4% or $120,665 at 6%; with 50% employer match about $120,665 at 4% or $80,444 at 6%; with 100% employer match about $90,499 at 4% or $60,333 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF UNITED WAY/CAPITAL AREA | - | 67 | $561,840 | $11,588 | $173iApproximate average salary by contribution assumption: employee only about $4,324 at 4% or $2,883 at 6%; with 50% employer match about $2,883 at 4% or $1,922 at 6%; with 100% employer match about $2,162 at 4% or $1,441 at 6%. |
| 403(B) Thrift Plan of United Way for Greater Austin | - | 45 | $485,458 | $473,487 | $10,522iApproximate average salary by contribution assumption: employee only about $263,048 at 4% or $175,366 at 6%; with 50% employer match about $175,366 at 4% or $116,910 at 6%; with 100% employer match about $131,524 at 4% or $87,683 at 6%. |
| 2008 | 2 | 0 | $0 | $0 | - |
| Employee Benefits Plan of United Way/Capital Area | - | 0 | - | - | - |
| TAX DEFERRED ANNUITY PLAN OF UNITED WAY/CAPITAL AREA | - | 0 | - | - | - |
| 2007 | 2 | 59 | $0 | $0 | - |
| TAX DEFERRED ANNUITY PLAN OF UNITED WAY/CAPITAL AREA | - | 0 | - | - | - |
| Employee Benefits Plan of United Way/Capital Area | - | 59 | - | - | - |
| 2006 | 2 | 41 | $602,144 | $84,688 | $2,066iApproximate average salary by contribution assumption: employee only about $51,639 at 4% or $34,426 at 6%; with 50% employer match about $34,426 at 4% or $22,951 at 6%; with 100% employer match about $25,820 at 4% or $17,213 at 6%. |
| Employee Benefits Plan of United Way/Capital Area | - | 41 | $602,144 | $84,688 | $2,066iApproximate average salary by contribution assumption: employee only about $51,639 at 4% or $34,426 at 6%; with 50% employer match about $34,426 at 4% or $22,951 at 6%; with 100% employer match about $25,820 at 4% or $17,213 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF UNITED WAY/CAPITAL AREA | - | 0 | - | - | - |
| 2005 | 2 | 30 | $645,810 | $59,653 | $1,988iApproximate average salary by contribution assumption: employee only about $49,711 at 4% or $33,141 at 6%; with 50% employer match about $33,141 at 4% or $22,094 at 6%; with 100% employer match about $24,855 at 4% or $16,570 at 6%. |
| Employee Benefits Plan of United Way/Capital Area | - | 30 | $645,810 | $59,653 | $1,988iApproximate average salary by contribution assumption: employee only about $49,711 at 4% or $33,141 at 6%; with 50% employer match about $33,141 at 4% or $22,094 at 6%; with 100% employer match about $24,855 at 4% or $16,570 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF UNITED WAY/CAPITAL AREA | - | 0 | - | - | - |
| 2003 | 2 | 36 | $710,649 | $127,331 | $3,537iApproximate average salary by contribution assumption: employee only about $88,424 at 4% or $58,950 at 6%; with 50% employer match about $58,950 at 4% or $39,300 at 6%; with 100% employer match about $44,212 at 4% or $29,475 at 6%. |
| Employee Benefits Plan of United Way/Capital Area | - | 36 | $710,649 | $127,331 | $3,537iApproximate average salary by contribution assumption: employee only about $88,424 at 4% or $58,950 at 6%; with 50% employer match about $58,950 at 4% or $39,300 at 6%; with 100% employer match about $44,212 at 4% or $29,475 at 6%. |
| UNITED WAY CAPITAL AREA TAX DEFERRED ANNUITY PLAN | - | 0 | - | - | - |
| 2002 | 2 | 39 | $0 | $0 | - |
| TAX DEFERRED ANNUITY PLAN OF UNITED WAY/CAPITAL AREA | - | 0 | - | - | - |
| Employee Benefits Plan of United Way/Capital Area | - | 39 | - | - | - |
| 2001 | 2 | 39 | $0 | $0 | - |
| TAX DEFERRED ANNUITY PLAN OF UNITED WAY/CAPITAL AREA | - | 0 | - | - | - |
| Employee Benefits Plan of United Way/Capital Area | - | 39 | - | - | - |
| 2000 | 3 | 26 | $574,026 | $100,356 | $3,860iApproximate average salary by contribution assumption: employee only about $96,496 at 4% or $64,331 at 6%; with 50% employer match about $64,331 at 4% or $42,887 at 6%; with 100% employer match about $48,248 at 4% or $32,165 at 6%. |
| Employee Benefits Plan of United Way/Capital Area | - | 26 | $574,026 | $100,356 | $3,860iApproximate average salary by contribution assumption: employee only about $96,496 at 4% or $64,331 at 6%; with 50% employer match about $64,331 at 4% or $42,887 at 6%; with 100% employer match about $48,248 at 4% or $32,165 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF UNITED WAY/CAPITAL AREA | - | 0 | - | - | - |
| Employee Benefits Plan of United Way/Capital Area | - | 26 | - | - | - |
| 1999 | 1 | 30 | $556,754 | $37,885 | $1,263iApproximate average salary by contribution assumption: employee only about $31,571 at 4% or $21,047 at 6%; with 50% employer match about $21,047 at 4% or $14,031 at 6%; with 100% employer match about $15,785 at 4% or $10,524 at 6%. |
| Employee Benefits Plan of United Way/Capital Area | - | 30 | $556,754 | $37,885 | $1,263iApproximate average salary by contribution assumption: employee only about $31,571 at 4% or $21,047 at 6%; with 50% employer match about $21,047 at 4% or $14,031 at 6%; with 100% employer match about $15,785 at 4% or $10,524 at 6%. |