401(k) · DOL Form 5500 · 2023
Planned Parenthood Association of Utah 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 107
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $45,117
- Avg per participant Low balance/head
Official DOL plan name: Planned Parenthood Association of Utah 403(b) Plan · Sponsored by Planned Parenthood Association of Utah · Utah · Healthcare & Social Assistance
$5M in assets, 107 participants
Planned Parenthood Association of Utah's Planned Parenthood Association of Utah 403(b) Plan reported $5M in total assets and 107 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.
- #8,384 in Healthcare & Social Assistance (17,684 peers)
Coverage in Utah
Planned Parenthood Association of Utah 403(b) Plan covers 107 participants in Utah, about 18% of the average Utah filer (state average ~592 per filing). Assets: $5M.
- #8,384
- in Healthcare & Social Assistance (17,684 peers)
- +24.0%
- assets growth YoY
Planned Parenthood Association of Utah 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Planned Parenthood Association of Utah 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,827,481 44th percentile higher than 44% 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 Association of Utah 403(b) 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 Association of Utah 403(b) Plan sits mid-pack in the medium band (107 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Planned Parenthood Association of Utah 403(b) Plan reported net income rose from -$2M in the plan year 2022 filing to $935K in the plan year 2023 filing.
- Planned Parenthood Association of Utah 403(b) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Planned Parenthood Association of Utah 403(b) Plan reported participants fell from 111 in the plan year 2022 filing to 107 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 870288909 · Planned Parenthood Association of Utah PY 2023 · 401(k)
Planned Parenthood Association of Utah 403(b) Plan · $5M · 107 · 44th
- 5500 $5M
- 5500 107
- 5500 44th
- 5500 401(k)
- 5500 near National Domestic Violence Hotline 401 (K) Plan
- 5500 ind #8384
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 Utah →
Planned Parenthood Association of Utah 403(b) Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $935K |
| Employer EIN | 870288909 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Planned Parenthood Association of Utah)
Sponsor-wide plan assets over time
All Planned Parenthood Association of Utah plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 15.88697740848201% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 111 | $4M |
| 2023 | 1 | 107 | $5M |
| 2024 | 1 | 118 | $5M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Healthcare Savings Plus 401(k) Plan $6.0B · 46,680
- Deseret 401(k) Plan $5.5B · 24,292
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.7B · 10,088
- Skywest, Inc. Employees' Retirement Plan $1.2B · 15,411
- Autoliv Asp, Inc. Employee Savings and Investment Plan $634M · 4,537
Planned Parenthood Association of Utah 403(b) Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is National Domestic Violence Hotline 401 (K) Plan in TX ($5M); by covered participants it is Northern Architectural Systems, Inc. 401(k) Plan in NJ (107 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (107 participants); asset peers above are excluded.
- Northern Architectural Systems, Inc. 401(k) Plan (NJ) 107 · 0 off
- Tier1 Integrity, LLC 401(k) Plan (TX) 107 · 0 off
- Ted Wiens Tire and Auto Center 401(k) Retirement Plan (NV) 107 · 0 off
- Aes, Inc. 401(k) Plan (GA) 107 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.