401(k) · DOL Form 5500 · 2023

Intermountain Planned Parenthood Planned Parenthood of Montana 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
53
Participants Small participant base
41st
Percentile by assets National rank
$76,757
Avg per participant Below avg balance/head
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Official DOL plan name: Ppfa Retirement Plan · Sponsored by Intermountain Planned Parenthood Planned Parenthood of Montana · Montana · Healthcare & Social Assistance

$4M in assets, 53 participants

Intermountain Planned Parenthood Planned Parenthood of Montana's Ppfa Retirement Plan reported $4M in total assets and 53 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,662 in Healthcare & Social Assistance (17,684 peers)

Intermountain Planned Parenthood Planned Parenthood of Montana multi-year trail

Intermountain Planned Parenthood Planned Parenthood of Montana's plans moved +49.2% in assets from 2022 to 2024; this filing shows Ppfa Retirement Plan at $4M / 53 participants.

#7,662
in Healthcare & Social Assistance (17,684 peers)
+25.7%
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

$4,068,102 41st percentile higher than 41% 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 (53 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 -$427K in the plan year 2022 filing to $838K in the plan year 2023 filing.
  • Ppfa Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Ppfa Retirement Plan reported participants fell from 55 in the plan year 2022 filing to 53 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 810307201 · Intermountain Planned Parenthood Planned Parenthood of Montana PY 2023 · 401(k)

Ppfa Retirement Plan · $4M · 53 · 41st

  • PART $4M
  • PART 53
  • PART 41st
  • PART 401(k)
  • PART near Faulkner Banfield 401(k) Plan
  • PART ind #7662

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 Montana →

Ppfa Retirement Plan in the asset neighbourhood

Ppfa Retirement Plan$4MFaulkner Banfield 401(k) Plan$4MJet Midwest, Inc. 401(k) Ps Plan & TrustJet Midwest, Inc. 401(k) Ps …$4MAvellino Lab USA, Inc. 401(k) PlanAvellino Lab USA, Inc. 401(k…$4MBoston Boatworks, LLC 401(k) PlanBoston Boatworks, LLC 401(k)…$4M
End-of-year total assets ($M) among Ppfa Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Intermountain Planned Parenthood Planned Parenthood of Montana multi-year asset trail

Sponsor-wide plan assets over time

All Intermountain Planned Parenthood Planned Parenthood of Montana plans reported in each filing year

Latest sponsor-wide plan assets
$5M 49.17546982170425% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.24M $4.83M ▲ +49.1%
Year Plans Participants Total Assets
2022 1 55 $3M
2023 1 53 $4M
2024 1 58 $5M

Intermountain Planned Parenthood Planned Parenthood of Montana filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$838K
Employer EIN810307201
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Montana

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

Ppfa Retirement Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants Ppfa Retirement Plan, Total assets ($M): 4.068102 · Participants: 53Ppfa Retirement PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 543.142005 · Participants: 1580D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 484.798151 · Participants: 3264Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 462.756735 · Participants: 1529Northwestern Energy 401(k) Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 453.618257 · Participants: 3750First Interstate Bancsystem, Inc. 401(k) PlanLogan Health Retirement Savings Plan, Total assets ($M): 436.597451 · Participants: 4232Logan Health Retirement Savings Plan
Ppfa Retirement Plan vs. nearby 401(k) plans in Montana, 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 Montana, the nearest 401(k) by assets is Faulkner Banfield 401(k) Plan in AK ($4M); by covered participants it is Stuart Hose & Pipe Company, Ltd. 401(k) Profit Sharing Plan in TX (53 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (53 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 25.7% during 2023, from $3M to $4M. Reported net income was $838K.
How have Intermountain Planned Parenthood Planned Parenthood of Montana plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Intermountain Planned Parenthood Planned Parenthood of Montana's sponsor-wide assets grew 49.2%, from $3M to $5M.
Which 401(k) plans are similar in size to Ppfa Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Faulkner Banfield 401(k) Plan in AK ($4M, 6 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 Stuart Hose & Pipe Company, Ltd. 401(k) Profit Sharing Plan in TX (53 participants, $4M 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 810307201.

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.