Other · DOL Form 5500 · 2022

Planned Parenthood North Central States Retirement Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
529
Participants Below avg headcount
78th
Percentile by assets National rank
$38,820
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Employees of Planned Parenthood North Central States · Sponsored by Planned Parenthood North Central States · Minnesota · Other Services

$21M in assets, 529 participants

Planned Parenthood North Central States's 403(b) Thrift Plan for Employees of Planned Parenthood North Central States reported $21M in total assets and 529 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #7,401 in Other Services (8,398 peers)

Coverage in Minnesota

403(b) Thrift Plan for Employees of Planned Parenthood North Central States covers 529 participants in Minnesota, about 47% of the average Minnesota filer (state average ~1,126 per filing). Assets: $21M.

#7,401
in Other Services (8,398 peers)
-13.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

403(b) Thrift Plan for Employees of Planned Parenthood North Central States's outsized position by total assets

403(b) Thrift Plan for Employees of Planned Parenthood North Central States vs every filed plan by assets

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

$20,536,037 Top 22% higher than 78% 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

403(b) Thrift Plan for Employees of Planned Parenthood North Central States 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. 403(b) Thrift Plan for Employees of Planned Parenthood North Central States sits mid-pack in the medium band (529 participants).

Plan-year Form 5500 strip

Filing strip 830614523 · Planned Parenthood North Central States PY 2022 · Other

403(b) Thrift Plan for Employees of Planned Parenthood North Central States · $21M · 529 · 78th

  • BOY $21M
  • BOY 529
  • BOY 78th
  • BOY Other
  • BOY near Val Verde Hospital Corporation Employee Retirement Plan
  • BOY ind #7401

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 Other Services retirement plans → · Plans in Minnesota →

403(b) Thrift Plan for Employees of Planned Parenthood North Central States in the asset neighbourhood

Cincinnati Country Day School Tiaa Cref Retirement PlanCincinnati Country Day Schoo…$21MWomens League Tax Sheltered Annuity PlanWomens League Tax Sheltered …$21M403(b) Thrift Plan for Employees of Planned Parenthood North Central States403(b) Thrift Plan for Emplo…$21MVal Verde Hospital Corporation Employee Retirement PlanVal Verde Hospital Corporati…$21MSt. Luke Community Hospital and Nursing Home 403(b) PlanSt. Luke Community Hospital …$21M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Planned Parenthood North Central States and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$21M
Net Income-$3M
Employer EIN830614523
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Planned Parenthood North Central States)

Sponsor-wide plan assets over time

All Planned Parenthood North Central States plans reported in each filing year

Latest sponsor-wide plan assets
$29M 42.367483073779034% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.5M $29.2M ▲ +42.4%
Year Plans Participants Total Assets
2022 1 529 $21M
2023 1 596 $25M
2024 1 566 $29M

Nearby Other Plans in Minnesota

Peer Other plans, same state, same plan type, ranked by total assets.

403(b) Thrift Plan for Employees of Planned Parenthood North Central States vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants 403(b) Thrift Plan for Employees of Planned Parenthood North Central States, Total assets ($B): 0.020536037 · Participants: 529403(b) Thrift Plan for Employees of Planned Parenthood North Central StatesMayo 403(b) Plan, Total assets ($B): 9.453323372 · Participants: 80932Mayo 403(b) PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.739468957 · Participants: 10840Centracare Health System 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.691827028 · Participants: 5009Childrens Hospitals and Clinics Matched Savings PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.583263225 · Participants: 20332Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.358032714 · Participants: 2317University of St. Thomas Retirement Plan
403(b) Thrift Plan for Employees of Planned Parenthood North Central States vs. nearby Other plans in Minnesota, assets vs. participants
Compare 403(b) Thrift Plan for Employees of Planned Parenthood North Central States side-by-side with 3 peers →

403(b) Thrift Plan for Employees of Planned Parenthood North Central States's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Val Verde Hospital Corporation Employee Retirement Plan in TX ($21M); by covered participants it is Cbwchc 403(b) Plan in NY (529 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (529 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 403(b) Thrift Plan for Employees of Planned Parenthood North Central States assets move in 2022? ▼
403(b) Thrift Plan for Employees of Planned Parenthood North Central States pulled back noticeably - down 13.7% during 2022, from $24M to $21M. Reported net income was -$3M.
How have Planned Parenthood North Central States plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Planned Parenthood North Central States's sponsor-wide assets grew 42.4%, from $21M to $29M.
Where does 403(b) Thrift Plan for Employees of Planned Parenthood North Central States rank by assets among Form 5500 filers? ▼
403(b) Thrift Plan for Employees of Planned Parenthood North Central States ranks in the 78th 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 Other plans are similar in size to 403(b) Thrift Plan for Employees of Planned Parenthood North Central States? ▼
Among Other plans in other states, the closest by assets is Val Verde Hospital Corporation Employee Retirement Plan in TX ($21M, 836 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Planned Parenthood North Central States? ▼
Among Other plans in other states, the closest by covered participants is Cbwchc 403(b) Plan in NY (529 participants, $76M 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 830614523.

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.