Other · DOL Form 5500 · 2022

Planned Parenthood of Northern New England Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
258
Participants Below avg headcount
66th
Percentile by assets National rank
$40,666
Avg per participant Low balance/head
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Official DOL plan name: Planned Parenthood of Northern New England Tax Sheltered Annuity Plan · Sponsored by Planned Parenthood of Northern New England · Vermont · Healthcare & Social Assistance

$10M in assets, 258 participants

Planned Parenthood of Northern New England's Planned Parenthood of Northern New England Tax Sheltered Annuity Plan reported $10M in total assets and 258 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #14,293 in Healthcare & Social Assistance (20,060 peers)

Planned Parenthood of Northern New England multi-year trail

Planned Parenthood of Northern New England's plans moved +35.9% in assets from 2022 to 2024; this filing shows Planned Parenthood of Northern New England Tax Sheltered Annuity Plan at $10M / 258 participants.

#14,293
in Healthcare & Social Assistance (20,060 peers)
-10.6%
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 of Northern New England Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Planned Parenthood of Northern New England Tax Sheltered Annuity Plan vs every filed plan by assets

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

$10,491,716 Top 34% higher than 66% 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 Northern New England Tax Sheltered Annuity 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 Northern New England Tax Sheltered Annuity Plan sits mid-pack in the medium band (258 participants).

DOL schedule card

Filing strip 030222941 · Planned Parenthood of Northern New England PY 2022 · Other

Planned Parenthood of Northern New England Tax Sheltered Annuity Plan · $10M · 258 · 66th

  • SCH $10M
  • EBSA 258
  • PART 66th
  • TYPE Other
  • NET near Center for Sustainable Energy
  • BOOK ind #14293

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 Vermont →

Planned Parenthood of Northern New England Tax Sheltered Annuity Plan in the asset neighbourhood

Planned Parenthood of Northern New England Tax Sheltered Annuity PlanPlanned Parenthood of Northe…$10MCenter for Sustainable Energy$10MElgin Academy Defined Contribution Retirement PlanElgin Academy Defined Contri…$10MCenter for Employment Opportunities Tax Sheltered Annuity PlanCenter for Employment Opport…$10MHope Community Resources, Inc. Retirement Savings PlanHope Community Resources, In…$10M
End-of-year total assets ($M) among Planned Parenthood of Northern New England Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Planned Parenthood of Northern New England multi-year asset trail

Sponsor-wide plan assets over time

All Planned Parenthood of Northern New England plans reported in each filing year

Latest sponsor-wide plan assets
$14M 35.92992795458817% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.5M $14.3M ▲ +35.9%
Year Plans Participants Total Assets
2022 1 258 $10M
2023 1 281 $12M
2024 1 199 $14M

Planned Parenthood of Northern New England filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$1M
Employer EIN030222941
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Vermont

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

Planned Parenthood of Northern New England Tax Sheltered Annuity Plan vs. nearby Other plans in Vermont, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -1000100200300 Total assets ($M) Participants Planned Parenthood of Northern New England Tax Sheltered Annuity Plan, Total assets ($M): 10.491716 · Participants: 258Planned Parenthood of Northern New England Tax Sheltered Annuity PlanMiddlebury College Voluntary Retirement Plan, Total assets ($M): 269.425824 · Participants: 1039Middlebury College Voluntary Retirement PlanRutland Regional Health Services Retirement Savings Plan, Total assets ($M): 223.445542 · Participants: 1754Rutland Regional Health Services Retirement Savings PlanNorwich University Defined Contribution Retirement Plan, Total assets ($M): 154.371749 · Participants: 929Norwich University Defined Contribution Retirement PlanWorld Learning, Inc. Retirement Plan, Total assets ($M): 79.545269 · Participants: 447World Learning, Inc. Retirement PlanSouthwestern Vermont Health Care 403(b) Retirement Savings Plan, Total assets ($M): 60.683749 · Participants: 1227Southwestern Vermont Health Care 403(b) Retirement Savings Plan
Planned Parenthood of Northern New England Tax Sheltered Annuity Plan vs. nearby Other plans in Vermont, assets vs. participants
Compare Planned Parenthood of Northern New England Tax Sheltered Annuity Plan side-by-side with 3 peers →

Planned Parenthood of Northern New England Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Vermont, the nearest Other by assets is Center for Sustainable Energy in CA ($10M); by covered participants it is Asbury Theological Seminary 403(b) DC Plan in KY (258 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (258 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 Northern New England Tax Sheltered Annuity Plan assets move in 2022? ▼
Planned Parenthood of Northern New England Tax Sheltered Annuity Plan pulled back noticeably - down 10.6% during 2022, from $12M to $10M. Reported net income was -$1M.
How have Planned Parenthood of Northern New England plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Planned Parenthood of Northern New England's sponsor-wide assets grew 35.9%, from $10M to $14M.
Which Other plans are similar in size to Planned Parenthood of Northern New England Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Center for Sustainable Energy in CA ($10M, 238 participants).
Which Other plans cover a similar participant headcount to Planned Parenthood of Northern New England Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Asbury Theological Seminary 403(b) DC Plan in KY (258 participants, $37M 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 030222941.

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.