401(k) · DOL Form 5500 · 2022

Planned Parenthood/Orange and San Bernardino Counties, Inc. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
451
Participants Below avg headcount
84th
Percentile by assets National rank
$74,251
Avg per participant Below avg balance/head
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Official DOL plan name: Planned Parenthood/Orange and San Bernardino Counties, Inc. Retirement Plan · Sponsored by Planned Parenthood/Orange and San Bernardino Counties, Inc. · California · Healthcare & Social Assistance

$33M in assets, 451 participants

Planned Parenthood/Orange and San Bernardino Counties, Inc.'s Planned Parenthood/Orange and San Bernardino Counties, Inc. Retirement Plan reported $33M in total assets and 451 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,368 in Healthcare & Social Assistance (20,060 peers)

Where Planned Parenthood/Orange and San Bernardino Counties, Inc. Retirement Plan sits by assets

Planned Parenthood/Orange and San Bernardino Counties, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $33M for 451 participants (~$74,251/participant), down 12.9% in 2022.

#17,368
in Healthcare & Social Assistance (20,060 peers)
-12.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Planned Parenthood/Orange and San Bernardino Counties, Inc. Retirement Plan's outsized position by total assets

Planned Parenthood/Orange and San Bernardino Counties, Inc. Retirement Plan vs every filed plan by assets

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

$33,487,226 Top 16% higher than 84% 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/Orange and San Bernardino Counties, Inc. 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/Orange and San Bernardino Counties, Inc. Retirement Plan sits mid-pack in the medium band (451 participants).

EBSA filing schedule strip

Filing strip 956152773 · Planned Parenthood/Orange and San Bernardino Counties, Inc. PY 2022 · 401(k)

Planned Parenthood/Orange and San Bernardino Counties, Inc. Retirement Plan · $33M · 451 · 84th

  • PART $33M
  • PART 451
  • PART 84th
  • PART 401(k)
  • PART near Syntegon Technology Retirement Savings Plan
  • PART ind #17368

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 California →

Planned Parenthood/Orange and San Bernardino Counties, Inc. Retirement Plan in the asset neighbourhood

Planned Parenthood/Orange and San Bernardino Counties, Inc. Retirement PlanPlanned Parenthood/Orange an…$33MSyntegon Technology Retirement Savings PlanSyntegon Technology Retireme…$33MIndiana Hemophilia & Thrombosis Center Inc. 401(k) Profit Sharing PlanIndiana Hemophilia & Thrombo…$33MPowercon Corporation 401(k) Retirement PlanPowercon Corporation 401(k) …$33MFye 401(k) Savings Plan$33M
End-of-year total assets ($M) among Planned Parenthood/Orange and San Bernardino Counties, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$33M
Net Income-$5M
Employer EIN956152773
Plan Effective Date2001-02-12
Filing StatusFILING RECEIVED

Sponsor Plan History (Planned Parenthood/Orange and San Bernardino Counties, Inc.)

Sponsor-wide plan assets over time

All Planned Parenthood/Orange and San Bernardino Counties, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$51M 52.54272181278915% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $33.5M $51.1M ▲ +52.5%
Year Plans Participants Total Assets
2022 1 451 $33M
2023 1 508 $44M
2024 1 529 $51M

Nearby 401(k) Plans in California

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

Planned Parenthood/Orange and San Bernardino Counties, Inc. Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Planned Parenthood/Orange and San Bernardino Counties, Inc. Retirement Plan, Total assets ($B): 0.033487226 · Participants: 451Planned Parenthood/Orange and San Bernardino Counties, Inc. Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Planned Parenthood/Orange and San Bernardino Counties, Inc. Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Planned Parenthood/Orange and San Bernardino Counties, Inc. Retirement Plan side-by-side with 3 peers →

Planned Parenthood/Orange and San Bernardino Counties, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Syntegon Technology Retirement Savings Plan in MN ($33M); by covered participants it is Jim Lupient Companies Employee Savings Plan in MN (451 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (451 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/Orange and San Bernardino Counties, Inc. Retirement Plan assets move in 2022? ▼
Planned Parenthood/Orange and San Bernardino Counties, Inc. Retirement Plan pulled back noticeably - down 12.9% during 2022, from $38M to $33M. Reported net income was -$5M.
How have Planned Parenthood/Orange and San Bernardino Counties, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Planned Parenthood/Orange and San Bernardino Counties, Inc.'s sponsor-wide assets grew 52.5%, from $33M to $51M.
Where does Planned Parenthood/Orange and San Bernardino Counties, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Planned Parenthood/Orange and San Bernardino Counties, Inc. Retirement Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Planned Parenthood/Orange and San Bernardino Counties, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Syntegon Technology Retirement Savings Plan in MN ($33M, 390 participants).
Which 401(k) plans cover a similar participant headcount to Planned Parenthood/Orange and San Bernardino Counties, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jim Lupient Companies Employee Savings Plan in MN (451 participants, $16M 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 956152773.

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.