Profit Sharing · DOL Form 5500 · 2022

Planned Parenthood South Atlantic Profit Sharing Plan

Data updated 2026-08-11

$7M
Total assets
274
Participants
58th
Percentile by assets
$26,171
Avg per participant
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Official DOL plan name: Planned Parenthood South Atlantic 403(b) Plan · Sponsored by Planned Parenthood South Atlantic · North Carolina · Healthcare & Social Assistance

$7M in assets, 274 participants

Planned Parenthood South Atlantic's Planned Parenthood South Atlantic 403(b) Plan reported $7M in total assets and 274 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.

  • 58th percentile by assets (of 139,126 plans)
  • #12,808 in Healthcare & Social Assistance (20,060 peers)

Coverage in North Carolina

Planned Parenthood South Atlantic 403(b) Plan covers 274 participants in North Carolina, about 33% of the average North Carolina filer (state average ~819 per filing). Assets: $7M.

$7M
total plan assets (2022 EOY)
274
covered participants
58th
percentile by assets (of 139,126 plans)
$26,171
avg assets per participant

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.

Participants vs North Carolina filers

In North Carolina, the average filing covers about 819 participants across 3,515 plans. Planned Parenthood South Atlantic 403(b) Plan reports 274 participants - about 33% of that state average ($7M EOY assets).

North Carolina filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$1M
Employer EIN561282557
Plan Effective Date1996-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Planned Parenthood South Atlantic)

$6M$8M$10M$12M 202220232024 $7.17M $11M ▲ +52.9%
Total plan assets by year, all Planned Parenthood South Atlantic plans on file
Year Plans Participants Total Assets
2022 1 274 $7M
2023 1 322 $9M
2024 1 322 $11M

Nearby Profit Sharing Plans in North Carolina

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

Planned Parenthood South Atlantic 403(b) Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants

Planned Parenthood South Atlantic 403(b) Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -0.500.511.52 Total assets ($B) Participants Planned Parenthood S…Tax Deferred Savings…Wakemed Retirement S…Charter Communicatio…Firsthealth of the C…Baker & Taylor Retir…
Planned Parenthood South Atlantic 403(b) Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Planned Parenthood South Atlantic 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did Planned Parenthood South Atlantic 403(b) Plan assets move in 2022?
Planned Parenthood South Atlantic 403(b) Plan pulled back noticeably - down 14.9% during 2022, from $8M to $7M. Reported net income was -$1M.
How have Planned Parenthood South Atlantic plan assets changed over time?
Across 3 plan years on file (2022-2024), Planned Parenthood South Atlantic's sponsor-wide assets grew 52.9%, from $7M to $11M.
Which Profit Sharing plans are similar in size to Planned Parenthood South Atlantic 403(b) Plan?
Among Profit Sharing plans in other states, the closest by assets is Kirschner Brothers Co Restated Employee Profit Sharing Plan in PA ($7M, 2 participants).

Next read for Planned Parenthood South Atlantic 403(b)…

Filing takeaways

Ways to act on Planned Parenthood South Atlantic 403(b) Plan's numbers.