Profit Sharing · DOL Form 5500 · 2022

Planned Parenthood South Atlantic Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
274
Participants Below avg headcount
58th
Percentile by assets National rank
$26,171
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#12,808
in Healthcare & Social Assistance (20,060 peers)
-14.9%
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 South Atlantic 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Planned Parenthood South Atlantic 403(b) Plan vs every filed plan by assets

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

$7,170,869 Top 42% higher than 58% 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 South Atlantic 403(b) 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 South Atlantic 403(b) Plan sits mid-pack in the medium band (274 participants).

DOL schedule card

Filing strip 561282557 · Planned Parenthood South Atlantic PY 2022 · Profit Sharing

Planned Parenthood South Atlantic 403(b) Plan · $7M · 274 · 58th

  • PART $7M
  • PART 274
  • PART 58th
  • PART Profit Sharing
  • PART near Kirschner Brothers Co Restated Employee Profit Sharing Plan
  • PART ind #12808

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 North Carolina →

Planned Parenthood South Atlantic 403(b) Plan in the asset neighbourhood

Shah & Associates 401(k) Profit Sharing PlanShah & Associates 401(k) Pro…$7MPlanned Parenthood South Atlantic 403(b) PlanPlanned Parenthood South Atl…$7MKirschner Brothers Co Restated Employee Profit Sharing PlanKirschner Brothers Co Restat…$7MPatriot Erectors, LLC Retirement Savings PlanPatriot Erectors, LLC Retire…$7MHowe/Wood & Company Profit Sharing PlanHowe/Wood & Company Profit S…$7M
End-of-year total assets ($M) among Planned Parenthood South Atlantic 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Planned Parenthood South Atlantic plans reported in each filing year

Latest sponsor-wide plan assets
$11M 52.8562716736284% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.17M $11M ▲ +52.9%
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 Scatter plot of 6 data points. -20000020000400006000080000100000 -0.500.511.52 Total assets ($B) Participants Planned Parenthood South Atlantic 403(b) Plan, Total assets ($B): 0.007170869 · Participants: 274Planned Parenthood South Atlantic 403(b) PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 1.870436298 · Participants: 29251Tax Deferred Savings Plan of Novant Health, Inc.Wakemed Retirement Savings Plan, Total assets ($B): 1.11733971 · Participants: 11689Wakemed Retirement Savings PlanCharter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 0.992833723 · Participants: 88468Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.09482539 · Participants: 5217Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.060345776 · Participants: 1358Baker & Taylor Retirement Savings Plan
Planned Parenthood South Atlantic 403(b) Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Planned Parenthood South Atlantic 403(b) Plan side-by-side with 3 peers →

Planned Parenthood South Atlantic 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Kirschner Brothers Co Restated Employee Profit Sharing Plan in PA ($7M); by covered participants it is Mammoth Holdings, LLC 401(k) Profit Sharing Plan in GA (274 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (274 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 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).
Which Profit Sharing plans cover a similar participant headcount to Planned Parenthood South Atlantic 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Mammoth Holdings, LLC 401(k) Profit Sharing Plan in GA (274 participants, $1M 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 561282557.

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.