401(k) · DOL Form 5500 · 2022

Planned Parenthood of Wisconsin 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
227
Participants Below avg headcount
75th
Percentile by assets National rank
$76,628
Avg per participant Below avg balance/head
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Official DOL plan name: Planned Parenthood of Wisconsin Retirement Plan · Sponsored by Planned Parenthood of Wisconsin · Wisconsin · Healthcare & Social Assistance

$17M in assets, 227 participants

Planned Parenthood of Wisconsin's Planned Parenthood of Wisconsin Retirement Plan reported $17M in total assets and 227 participants in its 2022 DOL Form 5500 filing, ranking in the 75th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #15,896 in Healthcare & Social Assistance (20,060 peers)

Coverage in Wisconsin

Planned Parenthood of Wisconsin Retirement Plan covers 227 participants in Wisconsin, about 40% of the average Wisconsin filer (state average ~563 per filing). Assets: $17M.

#15,896
in Healthcare & Social Assistance (20,060 peers)
-19.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Planned Parenthood of Wisconsin Retirement Plan's outsized position by total assets

Planned Parenthood of Wisconsin Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$17,394,665 Top 25% higher than 75% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Planned Parenthood of Wisconsin Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Planned Parenthood of Wisconsin Retirement Plan sits mid-pack in the medium band (227 participants).

Form 5500 schedule snapshot

Filing strip 390863391 · Planned Parenthood of Wisconsin PY 2022 · 401(k)

Planned Parenthood of Wisconsin Retirement Plan · $17M · 227 · 75th

  • EOY $17M
  • EOY 227
  • EOY 75th
  • EOY 401(k)
  • EOY near Expanse Electrical Company, LLC Profit Sharing 401(k) Plan
  • EOY ind #15896

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

Planned Parenthood of Wisconsin Retirement Plan in the asset neighbourhood

Mr. Bult's Inc. 401(k) Plan$17MPlanned Parenthood of Wisconsin Retirement PlanPlanned Parenthood of Wiscon…$17MExpanse Electrical Company, LLC Profit Sharing 401(k) PlanExpanse Electrical Company, …$17MLovelace Scientific Resources 401(k) PlanLovelace Scientific Resource…$17MW.W. Wood Products, Inc. 401(k) PlanW.W. Wood Products, Inc. 401…$17M
End-of-year total assets ($M) among Planned Parenthood of Wisconsin Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$17M
Net Income-$4M
Employer EIN390863391
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Planned Parenthood of Wisconsin)

Sponsor-wide plan assets over time

All Planned Parenthood of Wisconsin plans reported in each filing year

Latest sponsor-wide plan assets
$23M 32.50841565502986% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.4M $23.1M ▲ +32.5%
Year Plans Participants Total Assets
2022 1 227 $17M
2023 1 215 $21M
2024 1 227 $23M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Planned Parenthood of Wisconsin Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Planned Parenthood of Wisconsin Retirement Plan, Total assets ($B): 0.017394665 · Participants: 227Planned Parenthood of Wisconsin Retirement PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Planned Parenthood of Wisconsin Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Planned Parenthood of Wisconsin Retirement Plan side-by-side with 3 peers →

Planned Parenthood of Wisconsin Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Expanse Electrical Company, LLC Profit Sharing 401(k) Plan in TX ($17M); by covered participants it is Traditional Bank, Inc. 401(k) Profit Sharing Plan in KY (227 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (227 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Planned Parenthood of Wisconsin Retirement Plan assets move in 2022? ▼
Planned Parenthood of Wisconsin Retirement Plan declined sharply - down 19.6% during 2022, from $22M to $17M. Reported net income was -$4M.
How have Planned Parenthood of Wisconsin plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Planned Parenthood of Wisconsin's sponsor-wide assets grew 32.5%, from $17M to $23M.
Where does Planned Parenthood of Wisconsin Retirement Plan rank by assets among Form 5500 filers? ▼
Planned Parenthood of Wisconsin Retirement Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Planned Parenthood of Wisconsin Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Expanse Electrical Company, LLC Profit Sharing 401(k) Plan in TX ($17M, 315 participants).
Which 401(k) plans cover a similar participant headcount to Planned Parenthood of Wisconsin Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Traditional Bank, Inc. 401(k) Profit Sharing Plan in KY (227 participants, $28M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 390863391.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.