401(k) · DOL Form 5500 · 2023
Planned Parenthood/Orange and San Bernardino Counties, Inc. 401(k) Plan
Data updated 2026-08-25
- $44M
- Total assets Below avg plan size
- 508
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $86,146
- Avg per participant Below avg balance/head
Official DOL plan name: Planned Parenthood/Orange and San Bernardino Counties, Inc. Retirement Plan · Sponsored by Planned Parenthood/Orange and San Bernardino Counties, Inc. · California · Healthcare & Social Assistance
$44M in assets, 508 participants
Planned Parenthood/Orange and San Bernardino Counties, Inc.'s Planned Parenthood/Orange and San Bernardino Counties, Inc. Retirement Plan reported $44M in total assets and 508 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- #15,294 in Healthcare & Social Assistance (17,684 peers)
Where Planned Parenthood/Orange and San Bernardino Counties, Inc. Retirement Plan sits by assets
Planned Parenthood/Orange and San Bernardino Counties, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $44M for 508 participants (~$86,146/participant), up 30.7% in 2023.
- #15,294
- in Healthcare & Social Assistance (17,684 peers)
- +30.7%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Planned Parenthood/Orange and San Bernardino Counties, Inc. Retirement Plan's outsized position by total assets
Planned Parenthood/Orange and San Bernardino Counties, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$43,761,978 Top 16% higher than 84% 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
Planned Parenthood/Orange and San Bernardino Counties, Inc. 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/Orange and San Bernardino Counties, Inc. Retirement Plan sits mid-pack in the medium band (508 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Planned Parenthood/Orange and San Bernardino Counties, Inc. Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Planned Parenthood/Orange and San Bernardino Counties, Inc. Retirement Plan end-of-year assets rose from $33M in the plan year 2022 filing to $44M in the plan year 2023 filing.
- Planned Parenthood/Orange and San Bernardino Counties, Inc. Retirement Plan reported participants rose from 451 in the plan year 2022 filing to 508 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 956152773 · Planned Parenthood/Orange and San Bernardino Counties, Inc. PY 2023 · 401(k)
Planned Parenthood/Orange and San Bernardino Counties, Inc. Retirement Plan · $44M · 508 · 84th
- IND $44M
- IND 508
- IND 84th
- IND 401(k)
- IND near Eze Castle Integration 401(k) Plan
- IND ind #15294
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 →
Planned Parenthood/Orange and San Bernardino Counties, Inc. Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $44M |
| Net Income | $10M |
| Employer EIN | 956152773 |
| Plan Effective Date | 2001-02-12 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Planned Parenthood/Orange and San Bernardino Counties, Inc.)
Sponsor-wide plan assets over time
All Planned Parenthood/Orange and San Bernardino Counties, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $51M 52.54272181278915% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 451 | $33M |
| 2023 | 1 | 508 | $44M |
| 2024 | 1 | 529 | $51M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Planned Parenthood/Orange and San Bernardino Counties, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Eze Castle Integration 401(k) Plan in MA ($44M); by covered participants it is Southern Hvac Corporation 401(k) Plan in FL (508 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($44M here).
- Eze Castle Integration 401(k) Plan (MA) $44M · 300
- Page Associates, Inc. Employees Savings Plan (VA) $44M · 447
- Home Telephone Company 401(k) and Retirement Plan (SC) $44M · 229
- Rubies II, LLC 401(k) Retirement Plan (NY) $44M · 398
Similar participant headcount
Nearest other-state filings by covered participants (508 participants); asset peers above are excluded.
- Southern Hvac Corporation 401(k) Plan (FL) 508 · 0 off
- Sciencelogic Inc. 401(k) Plan (VA) 508 · 0 off
- Central Retirement Savings Plan & Trust Agreement (KY) 508 · 0 off
- Vitech Systems Group 401(k) Plan (NY) 508 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.