401(k) · DOL Form 5500 · 2023

Planned Parenthood of Southern New England 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
294
Participants Below avg headcount
73rd
Percentile by assets National rank
$69,872
Avg per participant Below avg balance/head
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Official DOL plan name: Ppfa Retirement Plan · Sponsored by Planned Parenthood of Southern New England · Connecticut · Healthcare & Social Assistance

$21M in assets, 294 participants

Planned Parenthood of Southern New England's Ppfa Retirement Plan reported $21M in total assets and 294 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #13,690 in Healthcare & Social Assistance (17,684 peers)

Coverage in Connecticut

Ppfa Retirement Plan covers 294 participants in Connecticut, about 41% of the average Connecticut filer (state average ~718 per filing). Assets: $21M.

#13,690
in Healthcare & Social Assistance (17,684 peers)
+11.9%
assets growth YoY

Ppfa Retirement Plan's outsized position by total assets

Ppfa Retirement Plan vs every filed plan by assets

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

$20,542,316 Top 27% higher than 73% 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 mid-size 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 sits mid-pack in the medium band (294 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ppfa Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Ppfa Retirement Plan end-of-year assets rose from $18M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Ppfa Retirement Plan reported participants fell from 307 in the plan year 2022 filing to 294 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 060263565 · Planned Parenthood of Southern New England PY 2023 · 401(k)

Ppfa Retirement Plan · $21M · 294 · 73rd

  • PCT $21M
  • EIN 294
  • RANK 73rd
  • PHOTO 401(k)
  • IND near Eyecare Medical Group Employee Stock Ownership 401(k) Plan
  • EOY ind #13690

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 Connecticut →

Ppfa Retirement Plan in the asset neighbourhood

Ppfa Retirement Plan$21MEyecare Medical Group Employee Stock Ownership 401(k) PlanEyecare Medical Group Employ…$21MClyde Snow & Sessions 401(k) PlanClyde Snow & Sessions 401(k)…$21MHaynie & Co. 401(k) Plan$21MOwnersedge, Inc. 401(k) Profit Sharing PlanOwnersedge, Inc. 401(k) Prof…$21M
End-of-year total assets ($M) among Ppfa Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN060263565
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Planned Parenthood of Southern New England)

Sponsor-wide plan assets over time

All Planned Parenthood of Southern New England plans reported in each filing year

Latest sponsor-wide plan assets
$23M 23.39632538783336% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $18.4M $22.7M ▲ +23.4%
Year Plans Participants Total Assets
2022 1 307 $18M
2023 1 294 $21M
2024 1 296 $23M

Nearby 401(k) Plans in Connecticut

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

Ppfa Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Ppfa Retirement Plan, Total assets ($B): 0.020542316 · Participants: 294Ppfa Retirement PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Ppfa Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Ppfa Retirement Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is Eyecare Medical Group Employee Stock Ownership 401(k) Plan in ME ($21M); by covered participants it is University Cancer & Blood Center, LLC in GA (294 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (294 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 at a solid clip - up 11.9% during 2023, from $18M to $21M. Reported net income was $2M.
How have Planned Parenthood of Southern New England plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Planned Parenthood of Southern New England's sponsor-wide assets grew 23.4%, from $18M to $23M.
Which 401(k) plans are similar in size to Ppfa Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eyecare Medical Group Employee Stock Ownership 401(k) Plan in ME ($21M, 113 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 University Cancer & Blood Center, LLC in GA (294 participants, N/A 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 060263565.

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.