401(k) · DOL Form 5500 · 2023

Planned Parenthood of Wisconsin 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
215
Participants Below avg headcount
73rd
Percentile by assets National rank
$97,083
Avg per participant Below avg balance/head
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Official DOL plan name: Planned Parenthood of Wisconsin Retirement Plan · Sponsored by Planned Parenthood of Wisconsin · Wisconsin · Healthcare & Social Assistance

$21M in assets, 215 participants

Planned Parenthood of Wisconsin's Planned Parenthood of Wisconsin Retirement Plan reported $21M in total assets and 215 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #13,736 in Healthcare & Social Assistance (17,684 peers)

Coverage in Wisconsin

Planned Parenthood of Wisconsin Retirement Plan covers 215 participants in Wisconsin, about 38% of the average Wisconsin filer (state average ~563 per filing). Assets: $21M.

#13,736
in Healthcare & Social Assistance (17,684 peers)
+20.0%
assets growth YoY

Planned Parenthood of Wisconsin Retirement Plan's outsized position by total assets

Planned Parenthood of Wisconsin Retirement Plan vs every filed plan by assets

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

$20,872,818 Top 27% higher than 73% 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

Planned Parenthood of Wisconsin Retirement Plan 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. Planned Parenthood of Wisconsin Retirement Plan sits mid-pack in the medium band (215 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Planned Parenthood of Wisconsin Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Planned Parenthood of Wisconsin Retirement Plan end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Planned Parenthood of Wisconsin Retirement Plan reported participants fell from 227 in the plan year 2022 filing to 215 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 390863391 · Planned Parenthood of Wisconsin PY 2023 · 401(k)

Planned Parenthood of Wisconsin Retirement Plan · $21M · 215 · 73rd

  • TYPE $21M
  • TYPE 215
  • TYPE 73rd
  • TYPE 401(k)
  • TYPE near Fedrigoni US Employee Savings & Retirement Plan
  • TYPE ind #13736

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 Wisconsin →

Planned Parenthood of Wisconsin Retirement Plan in the asset neighbourhood

Planned Parenthood of Wisconsin Retirement PlanPlanned Parenthood of Wiscon…$21MFedrigoni US Employee Savings & Retirement PlanFedrigoni US Employee Saving…$21MTrianz Retirement Savings PlanTrianz Retirement Savings Pl…$21MHodge Company Employee Retirement Savings PlanHodge Company Employee Retir…$21MPdg 401(k) Plan$21M
End-of-year total assets ($M) among Planned Parenthood of Wisconsin Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN390863391
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Planned Parenthood of Wisconsin)

Sponsor-wide plan assets over time

All Planned Parenthood of Wisconsin plans reported in each filing year

Latest sponsor-wide plan assets
$23M 32.50841565502986% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.4M $23.1M ▲ +32.5%
Year Plans Participants Total Assets
2022 1 227 $17M
2023 1 215 $21M
2024 1 227 $23M

Nearby 401(k) Plans in Wisconsin

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

Planned Parenthood of Wisconsin Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Planned Parenthood of Wisconsin Retirement Plan, Total assets ($B): 0.020872818 · Participants: 215Planned Parenthood of Wisconsin Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Planned Parenthood of Wisconsin Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Planned Parenthood of Wisconsin Retirement Plan side-by-side with 3 peers →

Planned Parenthood of Wisconsin Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Fedrigoni US Employee Savings & Retirement Plan in IL ($21M); by covered participants it is West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan in TN (215 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (215 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 Planned Parenthood of Wisconsin Retirement Plan assets move in 2023? ▼
Planned Parenthood of Wisconsin Retirement Plan grew sharply - up 20.0% during 2023, from $17M to $21M. Reported net income was $3M.
How have Planned Parenthood of Wisconsin plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Planned Parenthood of Wisconsin's sponsor-wide assets grew 32.5%, from $17M to $23M.
Which 401(k) plans are similar in size to Planned Parenthood of Wisconsin Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fedrigoni US Employee Savings & Retirement Plan in IL ($21M, 262 participants).
Which 401(k) plans cover a similar participant headcount to Planned Parenthood of Wisconsin Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan in TN (215 participants, $33M 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 390863391.

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.