401(k) · DOL Form 5500 · 2023

Planned Parenthood of the Pacific Southwest 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
799
Participants Near avg headcount
85th
Percentile by assets National rank
$60,803
Avg per participant Low balance/head
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Official DOL plan name: Planned Parenthood of the Pacific Southwest 401(k) Retirement Plan · Sponsored by Planned Parenthood of the Pacific Southwest · California · Healthcare & Social Assistance

$49M in assets, 799 participants

Planned Parenthood of the Pacific Southwest's Planned Parenthood of the Pacific Southwest 401(k) Retirement Plan reported $49M in total assets and 799 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #15,470 in Healthcare & Social Assistance (17,684 peers)

Where Planned Parenthood of the Pacific Southwest 401(k) Retirement Plan sits by assets

Planned Parenthood of the Pacific Southwest 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $49M for 799 participants (~$60,803/participant), up 26.3% in 2023.

#15,470
in Healthcare & Social Assistance (17,684 peers)
+26.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Planned Parenthood of the Pacific Southwest 401(k) Retirement Plan's outsized position by total assets

Planned Parenthood of the Pacific Southwest 401(k) Retirement Plan vs every filed plan by assets

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

$48,581,513 Top 15% higher than 85% 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 the Pacific Southwest 401(k) 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 the Pacific Southwest 401(k) Retirement Plan sits mid-pack in the medium band (799 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Planned Parenthood of the Pacific Southwest 401(k) Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Planned Parenthood of the Pacific Southwest 401(k) Retirement Plan end-of-year assets rose from $38M in the plan year 2022 filing to $49M in the plan year 2023 filing.
  • Planned Parenthood of the Pacific Southwest 401(k) Retirement Plan reported participants rose from 731 in the plan year 2022 filing to 799 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 956111785 · Planned Parenthood of the Pacific Southwest PY 2023 · 401(k)

Planned Parenthood of the Pacific Southwest 401(k) Retirement Plan · $49M · 799 · 85th

  • BOY $49M
  • SCH 799
  • EBSA 85th
  • PART 401(k)
  • TYPE near Mmg Insurance Company 401(k) Retirement Savings Plan
  • NET ind #15470

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 of the Pacific Southwest 401(k) Retirement Plan in the asset neighbourhood

Allied Cyber Analytics Practice Area 401(k) PlanAllied Cyber Analytics Pract…$49MPlanned Parenthood of the Pacific Southwest 401(k) Retirement PlanPlanned Parenthood of the Pa…$49MMmg Insurance Company 401(k) Retirement Savings PlanMmg Insurance Company 401(k)…$49MCascades Union Employees 401(k) PlanCascades Union Employees 401…$49MFinfrock Holdings, Inc. 401(k) Profit Sharing PlanFinfrock Holdings, Inc. 401(…$49M
End-of-year total assets ($M) among Planned Parenthood of the Pacific Southwest 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$49M
Net Income$10M
Employer EIN956111785
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Planned Parenthood of the Pacific Southwest)

Sponsor-wide plan assets over time

All Planned Parenthood of the Pacific Southwest plans reported in each filing year

Latest sponsor-wide plan assets
$58M 50.950767305445744% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $38.5M $58M ▲ +50.9%
Year Plans Participants Total Assets
2022 1 731 $38M
2023 1 799 $49M
2024 1 769 $58M

Nearby 401(k) Plans in California

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

Planned Parenthood of the Pacific Southwest 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Planned Parenthood of the Pacific Southwest 401(k) Retirement Plan, Total assets ($B): 0.048581513 · Participants: 799Planned Parenthood of the Pacific Southwest 401(k) Retirement PlanWells 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
Planned Parenthood of the Pacific Southwest 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Planned Parenthood of the Pacific Southwest 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Mmg Insurance Company 401(k) Retirement Savings Plan in ME ($49M); by covered participants it is Eastern Shipbuilding Group, Inc. 401(k) Plan in FL (799 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (799 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 the Pacific Southwest 401(k) Retirement Plan assets move in 2023? ▼
Planned Parenthood of the Pacific Southwest 401(k) Retirement Plan grew sharply - up 26.3% during 2023, from $38M to $49M. Reported net income was $10M.
How have Planned Parenthood of the Pacific Southwest plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Planned Parenthood of the Pacific Southwest's sponsor-wide assets grew 51.0%, from $38M to $58M.
Where does Planned Parenthood of the Pacific Southwest 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Planned Parenthood of the Pacific Southwest 401(k) Retirement Plan ranks in the 85th 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 401(k) plans are similar in size to Planned Parenthood of the Pacific Southwest 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mmg Insurance Company 401(k) Retirement Savings Plan in ME ($49M, 255 participants).
Which 401(k) plans cover a similar participant headcount to Planned Parenthood of the Pacific Southwest 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eastern Shipbuilding Group, Inc. 401(k) Plan in FL (799 participants, $20M 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 956111785.

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.