401(k) · DOL Form 5500 · 2022

Planned Parenthood Mar Monte, Inc. 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
680
Participants Below avg headcount
89th
Percentile by assets National rank
$80,015
Avg per participant Below avg balance/head
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Official DOL plan name: 401(k) Profit Sharing Plan for the Employees of Planned Parenthood Mar Monte, Inc. · Sponsored by Planned Parenthood Mar Monte, Inc. · California · Healthcare & Social Assistance

$54M in assets, 680 participants

Planned Parenthood Mar Monte, Inc.'s 401(k) Profit Sharing Plan for the Employees of Planned Parenthood Mar Monte, Inc. reported $54M in total assets and 680 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,127 in Healthcare & Social Assistance (20,060 peers)

Where 401(k) Profit Sharing Plan for the Employees of Planned Parenthood Mar Monte, Inc. sits by assets

401(k) Profit Sharing Plan for the Employees of Planned Parenthood Mar Monte, Inc. sits in the top quartile of all filed plans by assets, $54M for 680 participants (~$80,015/participant), down 28.8% in 2022.

#18,127
in Healthcare & Social Assistance (20,060 peers)
-28.8%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

401(k) Profit Sharing Plan for the Employees of Planned Parenthood Mar Monte, Inc.'s outsized position by total assets

401(k) Profit Sharing Plan for the Employees of Planned Parenthood Mar Monte, Inc. vs every filed plan by assets

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

$54,410,276 Top 11% higher than 89% 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

401(k) Profit Sharing Plan for the Employees of Planned Parenthood Mar Monte, Inc. 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. 401(k) Profit Sharing Plan for the Employees of Planned Parenthood Mar Monte, Inc. sits mid-pack in the medium band (680 participants).

Plan-year Form 5500 strip

Filing strip 941583439 · Planned Parenthood Mar Monte, Inc. PY 2022 · 401(k)

401(k) Profit Sharing Plan for the Employees of Planned Parenthood Mar Monte, Inc. · $54M · 680 · 89th

  • IND $54M
  • EOY 680
  • 5500 89th
  • ASSETS 401(k)
  • PCT near Suburban Collection 401(k) Plan
  • EIN ind #18127

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 →

401(k) Profit Sharing Plan for the Employees of Planned Parenthood Mar Monte, Inc. in the asset neighbourhood

Parts Authority LLC Profit Share/401(k) PlanParts Authority LLC Profit S…$54M401(k) Profit Sharing Plan for the Employees of Planned Parenthood Mar Monte, Inc.401(k) Profit Sharing Plan f…$54MSuburban Collection 401(k) PlanSuburban Collection 401(k) P…$54MVan Drunen Farms 401(k) Retirement and Savings Plan & TrustVan Drunen Farms 401(k) Reti…$54MThe Tri-M Group, L.L.C. 401(k) Savings & Investment PlanThe Tri-M Group, L.L.C. 401(…$54M
End-of-year total assets ($M) among 401(k) Profit Sharing Plan for the Employees of Planned Parenthood Mar Monte, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$54M
Net Income-$22M
Employer EIN941583439
Plan Effective Date2003-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Planned Parenthood Mar Monte, Inc.)

Sponsor-wide plan assets over time

All Planned Parenthood Mar Monte, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$86M 31.836874738484244% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $65.3M $86.1M ▲ +31.8%
Year Plans Participants Total Assets
2022 2 881 $65M
2023 2 1,063 $75M
2024 2 905 $86M

Nearby 401(k) Plans in California

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

401(k) Profit Sharing Plan for the Employees of Planned Parenthood Mar Monte, Inc. vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants 401(k) Profit Sharing Plan for the Employees of Planned Parenthood Mar Monte, Inc., Total assets ($B): 0.054410276 · Participants: 680401(k) Profit Sharing Plan for the Employees of Planned Parenthood Mar Monte, Inc.Wells 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
401(k) Profit Sharing Plan for the Employees of Planned Parenthood Mar Monte, Inc. vs. nearby 401(k) plans in California, assets vs. participants
Compare 401(k) Profit Sharing Plan for the Employees of Planned Parenthood Mar Monte, Inc. side-by-side with 3 peers →

401(k) Profit Sharing Plan for the Employees of Planned Parenthood Mar Monte, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Suburban Collection 401(k) Plan in MI ($54M); by covered participants it is Iowa 80 Group, Inc. 401(k) Plan in IA (680 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (680 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 401(k) Profit Sharing Plan for the Employees of Planned Parenthood Mar Monte, Inc. assets move in 2022? ▼
401(k) Profit Sharing Plan for the Employees of Planned Parenthood Mar Monte, Inc. declined sharply - down 28.8% during 2022, from $76M to $54M. Reported net income was -$22M.
How have Planned Parenthood Mar Monte, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Planned Parenthood Mar Monte, Inc.'s sponsor-wide assets grew 31.8%, from $65M to $86M.
Where does 401(k) Profit Sharing Plan for the Employees of Planned Parenthood Mar Monte, Inc. rank by assets among Form 5500 filers? ▼
401(k) Profit Sharing Plan for the Employees of Planned Parenthood Mar Monte, Inc. ranks in the 89th 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 401(k) Profit Sharing Plan for the Employees of Planned Parenthood Mar Monte, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Suburban Collection 401(k) Plan in MI ($54M, 556 participants).
Which 401(k) plans cover a similar participant headcount to 401(k) Profit Sharing Plan for the Employees of Planned Parenthood Mar Monte, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Iowa 80 Group, Inc. 401(k) Plan in IA (680 participants, $35M 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 941583439.

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.