Other · DOL Form 5500 · 2023
Planned Parenthood of Northern New England Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 281
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $42,025
- Avg per participant Low balance/head
Official DOL plan name: Planned Parenthood of Northern New England Tax Sheltered Annuity Plan · Sponsored by Planned Parenthood of Northern New England · Vermont · Healthcare & Social Assistance
$12M in assets, 281 participants
Planned Parenthood of Northern New England's Planned Parenthood of Northern New England Tax Sheltered Annuity Plan reported $12M in total assets and 281 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.
- #11,955 in Healthcare & Social Assistance (17,684 peers)
Planned Parenthood of Northern New England multi-year trail
Planned Parenthood of Northern New England's plans moved +35.9% in assets from 2022 to 2024; this filing shows Planned Parenthood of Northern New England Tax Sheltered Annuity Plan at $12M / 281 participants.
- #11,955
- in Healthcare & Social Assistance (17,684 peers)
- +12.6%
- assets growth YoY
Planned Parenthood of Northern New England Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Planned Parenthood of Northern New England Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,809,023 Top 38% higher than 62% 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 of Northern New England Tax Sheltered Annuity 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 Northern New England Tax Sheltered Annuity Plan sits mid-pack in the medium band (281 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Planned Parenthood of Northern New England Tax Sheltered Annuity Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Planned Parenthood of Northern New England Tax Sheltered Annuity Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Planned Parenthood of Northern New England Tax Sheltered Annuity Plan reported participants rose from 258 in the plan year 2022 filing to 281 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 030222941 · Planned Parenthood of Northern New England PY 2023 · Other
Planned Parenthood of Northern New England Tax Sheltered Annuity Plan · $12M · 281 · 62nd
- TYPE $12M
- TYPE 281
- TYPE 62nd
- TYPE Other
- TYPE near Jefferson Community Health Center Inc. Tax Deferred Annuity Plan
- TYPE ind #11955
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 Vermont →
Planned Parenthood of Northern New England Tax Sheltered Annuity Plan in the asset neighbourhood
Planned Parenthood of Northern New England multi-year asset trail
Sponsor-wide plan assets over time
All Planned Parenthood of Northern New England plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 35.92992795458817% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 258 | $10M |
| 2023 | 1 | 281 | $12M |
| 2024 | 1 | 199 | $14M |
Planned Parenthood of Northern New England filing trail (2023)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $1M |
| Employer EIN | 030222941 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Vermont
Peer Other plans, same state, same plan type, ranked by total assets.
- Middlebury College Voluntary Retirement Plan $294M · 1,104
- Rutland Regional Health Services Retirement Savings Plan $260M · 1,787
- Norwich University Defined Contribution Retirement Plan $170M · 1,126
- World Learning, Inc. Retirement Plan $89M · 464
- Northwestern Medical Center, Inc. 403(b) Plan $80M · 709
Planned Parenthood of Northern New England Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Vermont, the nearest Other by assets is Jefferson Community Health Center Inc. Tax Deferred Annuity Plan in NE ($12M); by covered participants it is Albuquerque Academy Retirement Plan in NM (281 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (281 participants); asset peers above are excluded.
- Albuquerque Academy Retirement Plan (NM) 281 · 0 off
- Comanche County Medical Center Employees 403(b) Plan (TX) 281 · 0 off
- The Community Action Commission of Santa Barbara County 403(b) Plan (CA) 281 · 0 off
- Wesley Willows Retirement Plan (IL) 281 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.