401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$11M
Total assets Small plan by assets
201
Participants Below avg headcount
67th
Percentile by assets National rank
$54,235
Avg per participant Low balance/head
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Official DOL plan name: Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc. · Sponsored by Planned Parenthood Mar Monte, Inc. · California · Healthcare & Social Assistance

$11M in assets, 201 participants

Planned Parenthood Mar Monte, Inc.'s Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc. reported $11M in total assets and 201 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #14,418 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc. covers 201 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $11M.

#14,418
in Healthcare & Social Assistance (20,060 peers)
-25.0%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc.'s outsized position by total assets

Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc. vs every filed plan by assets

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

$10,901,276 Top 33% higher than 67% 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

Tax Deferred Annuity Plan 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. Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc. sits mid-pack in the medium band (201 participants).

Published 5500 schedule card

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

Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc. · $11M · 201 · 67th

  • PCT $11M
  • EIN 201
  • RANK 67th
  • PHOTO 401(k)
  • IND near Eastern States Group 401(k) Plan
  • EOY ind #14418

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 →

Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc. in the asset neighbourhood

Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc.Tax Deferred Annuity Plan of…$11MEastern States Group 401(k) PlanEastern States Group 401(k) …$11MCoughlin Automotive Group 401(k) Profit Sharing PlanCoughlin Automotive Group 40…$11MPaca, Inc. 401(k) Plan$11MNortheast Sales Distributing, Inc. 401(k) PlanNortheast Sales Distributing…$11M
End-of-year total assets ($M) among Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$11M
Net Income-$4M
Employer EIN941583439
Plan Effective Date2001-02-01
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.

Tax Deferred Annuity Plan 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 ($B) Participants Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc., Total assets ($B): 0.010901276 · Participants: 201Tax Deferred Annuity Plan 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
Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc. vs. nearby 401(k) plans in California, assets vs. participants
Compare Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc. side-by-side with 3 peers →

Tax Deferred Annuity Plan 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 Eastern States Group 401(k) Plan in DE ($11M); by covered participants it is Gill Studios, Inc. Hourly Paid Employees' Profit Sharing and 401(k) Plan and Trust in KS (201 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (201 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 Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc. assets move in 2022? ▼
Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc. declined sharply - down 25.0% during 2022, from $15M to $11M. Reported net income was -$4M.
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.
Which 401(k) plans are similar in size to Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Eastern States Group 401(k) Plan in DE ($11M, 168 participants).
Which 401(k) plans cover a similar participant headcount to Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Gill Studios, Inc. Hourly Paid Employees' Profit Sharing and 401(k) Plan and Trust in KS (201 participants, N/A 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.