401(k) · DOL Form 5500 · 2023

Planned Parenthood of the North Country New York 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
55
Participants Small participant base
38th
Percentile by assets National rank
$63,605
Avg per participant Low balance/head
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Official DOL plan name: Ppfa Retirement Plan · Sponsored by Planned Parenthood of the North Country New York · New York · Healthcare & Social Assistance

$3M in assets, 55 participants

Planned Parenthood of the North Country New York's Ppfa Retirement Plan reported $3M in total assets and 55 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,046 in Healthcare & Social Assistance (17,684 peers)

Planned Parenthood of the North Country New York multi-year trail

Planned Parenthood of the North Country New York's plans moved +38.9% in assets from 2022 to 2024; this filing shows Ppfa Retirement Plan at $3M / 55 participants.

#7,046
in Healthcare & Social Assistance (17,684 peers)
+20.0%
assets growth YoY

Ppfa Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Ppfa Retirement Plan vs every filed plan by assets

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

$3,498,262 38th percentile higher than 38% 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

Ppfa Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ppfa Retirement Plan is a small filing (55 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ppfa Retirement Plan reported net income rose from -$356K in the plan year 2022 filing to $583K in the plan year 2023 filing.
  • Ppfa Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Ppfa Retirement Plan reported participants fell from 63 in the plan year 2022 filing to 55 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 160919175 · Planned Parenthood of the North Country New York PY 2023 · 401(k)

Ppfa Retirement Plan · $3M · 55 · 38th

  • EIN $3M
  • RANK 55
  • PHOTO 38th
  • IND 401(k)
  • EOY near Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003)
  • 5500 ind #7046

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 New York →

Ppfa Retirement Plan in the asset neighbourhood

Ppfa Retirement Plan$3MLiptz, Roberts & Marquez, Chartered Profit Sharing Plan (003)Liptz, Roberts & Marquez, Ch…$3MAlvotech USA Savings Incentive PlanAlvotech USA Savings Incenti…$3MKc Bell, Inc. 401(k) Plan$3MThe Brand Amp 401(k) Plan$3M
End-of-year total assets ($M) among Ppfa Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Planned Parenthood of the North Country New York multi-year asset trail

Sponsor-wide plan assets over time

All Planned Parenthood of the North Country New York plans reported in each filing year

Latest sponsor-wide plan assets
$4M 38.887615717551746% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.91M $4.05M ▲ +39.2%
Year Plans Participants Total Assets
2022 1 63 $3M
2023 1 55 $3M
2024 1 54 $4M

Planned Parenthood of the North Country New York filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$583K
Employer EIN160919175
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Ppfa Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Ppfa Retirement Plan, Total assets ($B): 0.003498262 · Participants: 55Ppfa Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Ppfa Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants

Ppfa Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003) in MD ($3M); by covered participants it is Verico Technology LLC 401(k) Plan in NH (55 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (55 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 Ppfa Retirement Plan assets move in 2023?
Ppfa Retirement Plan grew sharply - up 20.0% during 2023, from $3M to $3M. Reported net income was $583K.
How have Planned Parenthood of the North Country New York plan assets changed over time?
Across 3 plan years on file (2022-2024), Planned Parenthood of the North Country New York's sponsor-wide assets grew 38.9%, from $3M to $4M.
Which 401(k) plans are similar in size to Ppfa Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003) in MD ($3M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Ppfa Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Verico Technology LLC 401(k) Plan in NH (55 participants, $32M in assets).