401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$13M
Total assets Small plan by assets
228
Participants Below avg headcount
65th
Percentile by assets National rank
$57,863
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

$13M in assets, 228 participants

Planned Parenthood Mar Monte, Inc.'s Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc. reported $13M in total assets and 228 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #12,332 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc. covers 228 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $13M.

#12,332
in Healthcare & Social Assistance (17,684 peers)
+21.0%
assets growth YoY

Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

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

End-of-year total assets · plan year 2023 · DOL Form 5500

$13,192,803 Top 35% higher than 65% of 127,068 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 2023

Tax Deferred Annuity Plan 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. Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc. sits mid-pack in the medium band (228 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc. reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc. end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc. reported participants rose from 201 in the plan year 2022 filing to 228 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

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

Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc. · $13M · 228 · 65th

  • PART $13M
  • PART 228
  • PART 65th
  • PART 401(k)
  • PART near Chainalysis 401(k) Plan
  • PART ind #12332

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…$13MChainalysis 401(k) Plan$13MOnsemi Union Savings and Retirement PlanOnsemi Union Savings and Ret…$13MWhen I Work, Inc. 401(k) Plan$13MBayland Buildings, Inc. 401(k) Profit Sharing Plan & TrustBayland Buildings, Inc. 401(…$13M
End-of-year total assets ($M) among Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
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): 0.013192803 · Participants: 228Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc.Wells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) 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 Chainalysis 401(k) Plan in NY ($13M); by covered participants it is Cam Properties 401(k) Plan in AZ (228 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (228 participants); asset peers above are excluded.

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 Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc. assets move in 2023? ▼
Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc. grew sharply - up 21.0% during 2023, from $11M to $13M. Reported net income was $2M.
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 Chainalysis 401(k) Plan in NY ($13M, 446 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 Cam Properties 401(k) Plan in AZ (228 participants, $2M 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.

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.