401(k) · DOL Form 5500 · 2022

Intermountain Planned Parenthood Planned Parenthood of Montana 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
55
Participants Small participant base
42nd
Percentile by assets National rank
$58,851
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ppfa Retirement Plan · Sponsored by Intermountain Planned Parenthood Planned Parenthood of Montana · Montana · Healthcare & Social Assistance

$3M in assets, 55 participants

Intermountain Planned Parenthood Planned Parenthood of Montana's Ppfa Retirement Plan reported $3M in total assets and 55 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #9,215 in Healthcare & Social Assistance (20,060 peers)

Intermountain Planned Parenthood Planned Parenthood of Montana multi-year trail

Intermountain Planned Parenthood Planned Parenthood of Montana's plans moved +49.2% in assets from 2022 to 2024; this filing shows Ppfa Retirement Plan at $3M / 55 participants.

#9,215
in Healthcare & Social Assistance (20,060 peers)
-10.1%
assets change YoY

The plan reported a net loss of $427K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ppfa Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Ppfa Retirement Plan vs every filed plan by assets

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

$3,236,813 42nd percentile higher than 42% 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

Ppfa Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ppfa Retirement Plan is a small filing (55 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 810307201 · Intermountain Planned Parenthood Planned Parenthood of Montana PY 2022 · 401(k)

Ppfa Retirement Plan · $3M · 55 · 42nd

  • VS-ST $3M
  • VS-ST 55
  • VS-ST 42nd
  • VS-ST 401(k)
  • VS-ST near Mitchell Brothers Retirement Savings Plan
  • VS-ST ind #9215

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 Montana →

Ppfa Retirement Plan in the asset neighbourhood

Ppfa Retirement Plan$3MMitchell Brothers Retirement Savings PlanMitchell Brothers Retirement…$3MFronteo USA, Inc.$3MCrg 401(k) Plan$3MOwl Labs, Inc. 401(k) Plan$3M
End-of-year total assets ($M) among Ppfa Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Intermountain Planned Parenthood Planned Parenthood of Montana multi-year asset trail

Sponsor-wide plan assets over time

All Intermountain Planned Parenthood Planned Parenthood of Montana plans reported in each filing year

Latest sponsor-wide plan assets
$5M 49.17546982170425% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.24M $4.83M ▲ +49.1%
Year Plans Participants Total Assets
2022 1 55 $3M
2023 1 53 $4M
2024 1 58 $5M

Intermountain Planned Parenthood Planned Parenthood of Montana filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$427K
Employer EIN810307201
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Montana

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

Ppfa Retirement Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -1000100200300400500 Total assets ($M) Participants Ppfa Retirement Plan, Total assets ($M): 3.236813 · Participants: 55Ppfa Retirement PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 425.784366 · Participants: 2313First Interstate Bancsystem, Inc. 401(k) PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 421.705773 · Participants: 1507D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 412.377455 · Participants: 3272Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 405.510912 · Participants: 1494Northwestern Energy 401(k) Retirement Savings PlanLogan Health Retirement Savings Plan, Total assets ($M): 358.733064 · Participants: 4055Logan Health Retirement Savings Plan
Ppfa Retirement Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Ppfa Retirement Plan side-by-side with 3 peers →

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

Outside Montana, the nearest 401(k) by assets is Mitchell Brothers Retirement Savings Plan in SC ($3M); by covered participants it is Revinate Retirement Trust in CA (55 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (55 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 Ppfa Retirement Plan assets move in 2022? ▼
Ppfa Retirement Plan pulled back noticeably - down 10.1% during 2022, from $4M to $3M. Reported net income was -$427K.
How have Intermountain Planned Parenthood Planned Parenthood of Montana plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Intermountain Planned Parenthood Planned Parenthood of Montana's sponsor-wide assets grew 49.2%, from $3M to $5M.
Which 401(k) plans are similar in size to Ppfa Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mitchell Brothers Retirement Savings Plan in SC ($3M, 53 participants).
Which 401(k) plans cover a similar participant headcount to Ppfa Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Revinate Retirement Trust in CA (55 participants, N/A 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 810307201.

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.