Other · DOL Form 5500 · 2022
Planned Parenthood Southeastern Pennsylvania Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 179
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $39,181
- Avg per participant Low balance/head
Official DOL plan name: Planned Parenthood Southeastern Pennsylvania Employees Savings and Retirement Plan · Sponsored by Planned Parenthood Southeastern Pennsylvania · Pennsylvania · Healthcare & Social Assistance
$7M in assets, 179 participants
Planned Parenthood Southeastern Pennsylvania's Planned Parenthood Southeastern Pennsylvania Employees Savings and Retirement Plan reported $7M in total assets and 179 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.
- #12,728 in Healthcare & Social Assistance (20,060 peers)
Coverage in Pennsylvania
Planned Parenthood Southeastern Pennsylvania Employees Savings and Retirement Plan covers 179 participants in Pennsylvania, about 22% of the average Pennsylvania filer (state average ~822 per filing). Assets: $7M.
- #12,728
- in Healthcare & Social Assistance (20,060 peers)
- -13.6%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Planned Parenthood Southeastern Pennsylvania Employees Savings and Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Planned Parenthood Southeastern Pennsylvania Employees Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,013,445 Top 42% higher than 58% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Planned Parenthood Southeastern Pennsylvania Employees Savings and 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 Southeastern Pennsylvania Employees Savings and Retirement Plan sits mid-pack in the medium band (179 participants).
Published 5500 schedule card
Filing strip 231352509 · Planned Parenthood Southeastern Pennsylvania PY 2022 · Other
Planned Parenthood Southeastern Pennsylvania Employees Savings and Retirement Plan · $7M · 179 · 58th
- VS-ST $7M
- BOY 179
- SCH 58th
- EBSA Other
- PART near Orchard Hospital 403(b) Plan
- TYPE ind #12728
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 Pennsylvania →
Planned Parenthood Southeastern Pennsylvania Employees Savings and Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$1M |
| Employer EIN | 231352509 |
| Plan Effective Date | 1989-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Planned Parenthood Southeastern Pennsylvania)
Sponsor-wide plan assets over time
All Planned Parenthood Southeastern Pennsylvania plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 16.706967831073033% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 179 | $7M |
| 2023 | 1 | 164 | $8M |
| 2024 | 1 | 185 | $8M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $5.5B · 13,262
- Upmc 403(b) Retirement Savings Plan $3.5B · 75,307
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $2.5B · 39,740
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.2B · 6,166
- Jefferson Defined Contribution Retirement Plan $2.1B · 14,302
Planned Parenthood Southeastern Pennsylvania Employees Savings and Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Orchard Hospital 403(b) Plan in CA ($7M); by covered participants it is Kent Place School Defined Contribution Retirement Plan in NJ (179 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (179 participants); asset peers above are excluded.
- Kent Place School Defined Contribution Retirement Plan (NJ) 179 · 0 off
- Oregon Public Broadcasting Defined Contribution Retirement Plan (OR) 179 · 0 off
- Southern Environmental Law Center Retirement & Employee Savings Plan (VA) 179 · 0 off
- Henry Viscardi School Defined Contribution Plan (NY) 179 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.