Other · DOL Form 5500 · 2023

Planned Parenthood North Central States Retirement Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
596
Participants Below avg headcount
76th
Percentile by assets National rank
$41,195
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: 403(b) Thrift Plan for Employees of Planned Parenthood North Central States · Sponsored by Planned Parenthood North Central States · Minnesota · Other Services

$25M in assets, 596 participants

Planned Parenthood North Central States's 403(b) Thrift Plan for Employees of Planned Parenthood North Central States reported $25M in total assets and 596 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #6,877 in Other Services (7,857 peers)

Where 403(b) Thrift Plan for Employees of Planned Parenthood North Central States sits by assets

403(b) Thrift Plan for Employees of Planned Parenthood North Central States sits in the top quartile of all filed plans by assets, $25M for 596 participants (~$41,195/participant), up 19.6% in 2023.

#6,877
in Other Services (7,857 peers)
+19.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

403(b) Thrift Plan for Employees of Planned Parenthood North Central States's outsized position by total assets

403(b) Thrift Plan for Employees of Planned Parenthood North Central States vs every filed plan by assets

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

$24,552,322 Top 24% higher than 76% 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

403(b) Thrift Plan for Employees of Planned Parenthood North Central States 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. 403(b) Thrift Plan for Employees of Planned Parenthood North Central States sits mid-pack in the medium band (596 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan for Employees of Planned Parenthood North Central States reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • 403(b) Thrift Plan for Employees of Planned Parenthood North Central States end-of-year assets rose from $21M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • 403(b) Thrift Plan for Employees of Planned Parenthood North Central States reported participants rose from 529 in the plan year 2022 filing to 596 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 830614523 · Planned Parenthood North Central States PY 2023 · Other

403(b) Thrift Plan for Employees of Planned Parenthood North Central States · $25M · 596 · 76th

  • IND $25M
  • EOY 596
  • 5500 76th
  • ASSETS Other
  • PCT near University of Jamestown 403(b) DC Plan
  • EIN ind #6877

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 Other Services retirement plans → · Plans in Minnesota →

403(b) Thrift Plan for Employees of Planned Parenthood North Central States in the asset neighbourhood

Union De Tronquistas De Puerto Rico Local 901 of Crowley Liner Services Puerto Rico Inc Defined Contribution Retirement PlanUnion De Tronquistas De Puer…$25MSage Hill School Defined Contribution Retirement PlanSage Hill School Defined Con…$25MUniversity of Jamestown 403(b) DC PlanUniversity of Jamestown 403(…$25M403(b) Thrift Plan for Employees of Planned Parenthood North Central States403(b) Thrift Plan for Emplo…$25MStephens College DC Retirement PlanStephens College DC Retireme…$25M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Planned Parenthood North Central States and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN830614523
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Planned Parenthood North Central States)

Sponsor-wide plan assets over time

All Planned Parenthood North Central States plans reported in each filing year

Latest sponsor-wide plan assets
$29M 42.367483073779034% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.5M $29.2M ▲ +42.4%
Year Plans Participants Total Assets
2022 1 529 $21M
2023 1 596 $25M
2024 1 566 $29M

Nearby Other Plans in Minnesota

Peer Other plans, same state, same plan type, ranked by total assets.

403(b) Thrift Plan for Employees of Planned Parenthood North Central States vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants 403(b) Thrift Plan for Employees of Planned Parenthood North Central States, Total assets ($B): 0.024552322 · Participants: 596403(b) Thrift Plan for Employees of Planned Parenthood North Central StatesMayo 403(b) Plan, Total assets ($B): 11.206302019 · Participants: 84098Mayo 403(b) PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.826746245 · Participants: 9437Centracare Health System 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.820036853 · Participants: 5331Childrens Hospitals and Clinics Matched Savings PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.718854174 · Participants: 21043Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.4224871 · Participants: 2481University of St. Thomas Retirement Plan
403(b) Thrift Plan for Employees of Planned Parenthood North Central States vs. nearby Other plans in Minnesota, assets vs. participants

403(b) Thrift Plan for Employees of Planned Parenthood North Central States's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is University of Jamestown 403(b) DC Plan in ND ($25M); by covered participants it is Jordan Valley Community Health Center Retirement Plan in MO (597 participants). Same-state nearby plans are listed separately above.

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 403(b) Thrift Plan for Employees of Planned Parenthood North Central States assets move in 2023?
403(b) Thrift Plan for Employees of Planned Parenthood North Central States grew sharply - up 19.6% during 2023, from $21M to $25M. Reported net income was $4M.
How have Planned Parenthood North Central States plan assets changed over time?
Across 3 plan years on file (2022-2024), Planned Parenthood North Central States's sponsor-wide assets grew 42.4%, from $21M to $29M.
Where does 403(b) Thrift Plan for Employees of Planned Parenthood North Central States rank by assets among Form 5500 filers?
403(b) Thrift Plan for Employees of Planned Parenthood North Central States ranks in the 76th 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 Other plans are similar in size to 403(b) Thrift Plan for Employees of Planned Parenthood North Central States?
Among Other plans in other states, the closest by assets is University of Jamestown 403(b) DC Plan in ND ($25M, 357 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Planned Parenthood North Central States?
Among Other plans in other states, the closest by covered participants is Jordan Valley Community Health Center Retirement Plan in MO (597 participants, $20M in assets).