Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

Planned Parenthood League of Massachusetts 403(b) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Planned Parenthood League of Massachusetts, Inc. · Massachusetts · Healthcare & Social Assistance

What the 2023 filing shows

Planned Parenthood League of Massachusetts 403(b) Plan holds $10M for 222 participants — about $46,698 per participant, up 9.2% over the 2023 plan year.

$10M
total plan assets (2023 EOY)
222
covered participants
$46,698
avg assets per participant
+9.2%
assets growth YoY
Total Assets (2023)
$10M
Participants
222
Industry
Healthcare & Social Assistance

What the Filing Says About Planned Parenthood League of Massachusetts 403(b) Plan

Planned Parenthood League of Massachusetts 403(b) Plan is a Profit Sharing retirement plan sponsored by Planned Parenthood League of Massachusetts, Inc., headquartered in Massachusetts. As of the 2023 Form 5500 filing, the plan reports $10M in total end-of-year assets and covers 222 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 042698497, and the plan has been effective since 2001-04-27. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $9M at the beginning of 2023 to $10M at year-end — a gain of 9.2%. Net assets (after liabilities) closed the year at $10M, with reported net income of $876K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$9M
Total Assets (End of Year)$10M
Net Assets (End of Year)$10M
Net Income$876K
Plan TypeProfit Sharing
Employer EIN042698497
Plan Effective Date2001-04-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Planned Parenthood League of Massachusetts, Inc.)

Year Plans Participants Total Assets
2022 1 236 $9M
2023 1 222 $10M
2024 1 243 $12M

Nearby Profit Sharing Plans in Massachusetts

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Planned Parenthood League of Massachusetts 403(b) Plan?
As of the 2023 Form 5500 filing, Planned Parenthood League of Massachusetts 403(b) Plan holds $10M in total assets with 222 participants. It is sponsored by Planned Parenthood League of Massachusetts, Inc..
What type of plan is Planned Parenthood League of Massachusetts 403(b) Plan?
Planned Parenthood League of Massachusetts 403(b) Plan is a Profit Sharing plan. It has been effective since 2001-04-27. The plan is filed with the U.S. Department of Labor under EIN 042698497.
Who sponsors the Planned Parenthood League of Massachusetts 403(b) Plan?
Planned Parenthood League of Massachusetts 403(b) Plan is sponsored by Planned Parenthood League of Massachusetts, Inc., located in Massachusetts. The sponsor's EIN is 042698497 and the plan operates in the Healthcare & Social Assistance industry.
How did Planned Parenthood League of Massachusetts 403(b) Plan perform in 2023?
Planned Parenthood League of Massachusetts 403(b) Plan grew by 9.2% during 2023, moving from $9M to $10M in total assets. Net income was $876K.
Where can I find official filings for Planned Parenthood League of Massachusetts 403(b) Plan?
Official Form 5500 filings for Planned Parenthood League of Massachusetts 403(b) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 042698497 or plan name at efast.dol.gov.
How does Planned Parenthood League of Massachusetts 403(b) Plan compare to other plans?
You can compare Planned Parenthood League of Massachusetts 403(b) Plan against other Profit Sharing plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 042698497.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.