401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$62M
Total assets Below avg plan size: 835
Participants Near avg headcount: 88th
Percentile by assets National rank: $73,699
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

$62M in assets, 835 participants

Planned Parenthood Mar Monte, Inc.'s 401(k) Profit Sharing Plan for the Employees of Planned Parenthood Mar Monte, Inc. reported $62M in total assets and 835 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

#15,809 in Healthcare & Social Assistance (17,684 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, $62M for 835 participants (~$73,699/participant), up 13.1% in 2023.

#15,809
in Healthcare & Social Assistance (17,684 peers): +13.1%
assets growth YoY: 0.6×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$61,538,785 Top 12% higher than 88% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

401(k) Profit Sharing Plan for the Employees of Planned Parenthood Mar Monte, Inc. among mid-size filed plans by headcount

Plan-year 2023 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 (835 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

401(k) Profit Sharing Plan for the Employees of Planned Parenthood Mar Monte, Inc. reported net income rose from -$22M in the plan year 2022 filing to $7M in the plan year 2023 filing.
401(k) Profit Sharing Plan for the Employees of Planned Parenthood Mar Monte, Inc. reported participants rose from 680 in the plan year 2022 filing to 835 in the plan year 2023 filing.
401(k) Profit Sharing Plan for the Employees of Planned Parenthood Mar Monte, Inc. end-of-year assets rose from $54M in the plan year 2022 filing to $62M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 941583439 · Planned Parenthood Mar Monte, Inc. PY 2023 · 401(k)

401(k) Profit Sharing Plan for the Employees of Planned Parenthood Mar Monte, Inc. · $62M · 835 · 88th

BOY $62M
BOY 835
BOY 88th
BOY 401(k)
BOY near Gold Medal Bakery, Inc. Employees Supplemental Income Plan
BOY ind #15809

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 →

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 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$54M
Net Assets (End of Year)	$62M
Net Income	$7M
Employer EIN	941583439
Plan Effective Date	2003-12-01
Filing Status	FILING RECEIVED

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

Latest sponsor-wide plan assets: $86M 31.836874738484244% vs 2022; 2024 filing year

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

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

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 Gold Medal Bakery, Inc. Employees Supplemental Income Plan in MA ($62M); by covered participants it is Basis Global Technologies, Inc. 401(k) Savings Plan in IL (835 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($62M here).

Gold Medal Bakery, Inc. Employees Supplemental Income Plan (MA) $62M · 532
Midwest Gaming & Entertainment, LLC 401(k) Plan (IL) $62M · 1,466
Minnkota Power Cooperative, Inc. Employees 401(k) Plan (ND) $62M · 405
Central City Concern Retirement Plan (OR) $62M · 1,121

Similar participant headcount

Nearest other-state filings by covered participants (835 participants); asset peers above are excluded.

Basis Global Technologies, Inc. 401(k) Savings Plan (IL) 835 · 0 off
Pack Automotive Group 401(k) Plan (TX) 835 · 0 off
Jewish Senior Life 401(k) Retirement Plan (NY) 835 · 0 off
Midwest Orthopaedics at Rush Profit Sharing / 401(k) Plan (IL) 835 · 0 off

DOL Form 5500 plan year 2023. 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 2023? ▼

401(k) Profit Sharing Plan for the Employees of Planned Parenthood Mar Monte, Inc. grew at a solid clip - up 13.1% during 2023, from $54M to $62M. Reported net income was $7M.

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 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Gold Medal Bakery, Inc. Employees Supplemental Income Plan in MA ($62M, 532 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 Basis Global Technologies, Inc. 401(k) Savings Plan in IL (835 participants, $80M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 941583439.