Other · DOL Form 5500 · 2023

Planned Parenthood Northern California, Inc. Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
392
Participants Below avg headcount
70th
Percentile by assets National rank
$43,969
Avg per participant Low balance/head
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Official DOL plan name: Planned Parenthood 403(b) Plan · Sponsored by Planned Parenthood Northern California, Inc. · California · Healthcare & Social Assistance

$17M in assets, 392 participants

Planned Parenthood Northern California, Inc.'s Planned Parenthood 403(b) Plan reported $17M in total assets and 392 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #13,192 in Healthcare & Social Assistance (17,684 peers)

Planned Parenthood Northern California, Inc. multi-year trail

Planned Parenthood Northern California, Inc.'s plans moved +58.7% in assets from 2022 to 2024; this filing shows Planned Parenthood 403(b) Plan at $17M / 392 participants.

#13,192
in Healthcare & Social Assistance (17,684 peers)
+28.8%
assets growth YoY

Planned Parenthood 403(b) Plan's outsized position by total assets

Planned Parenthood 403(b) Plan vs every filed plan by assets

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

$17,235,930 Top 30% higher than 70% 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

Planned Parenthood 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 403(b) Plan sits mid-pack in the medium band (392 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Planned Parenthood 403(b) Plan reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Planned Parenthood 403(b) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Planned Parenthood 403(b) Plan reported participants rose from 361 in the plan year 2022 filing to 392 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 941575233 · Planned Parenthood Northern California, Inc. PY 2023 · Other

Planned Parenthood 403(b) Plan · $17M · 392 · 70th

  • PHOTO $17M
  • IND 392
  • EOY 70th
  • 5500 Other
  • ASSETS near Safe-Harbor 403(b) Thrift Plan for Employees of Knute Nelson
  • PCT ind #13192

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 California →

Planned Parenthood 403(b) Plan in the asset neighbourhood

Winterthur Employee Retirement PlanWinterthur Employee Retireme…$17MVera Institute of Justice Tax Sheltered Annuity PlanVera Institute of Justice Ta…$17MPlanned Parenthood 403(b) PlanPlanned Parenthood 403(b) Pl…$17MSafe-Harbor 403(b) Thrift Plan for Employees of Knute NelsonSafe-Harbor 403(b) Thrift Pl…$17MMenno Haven, Inc. 403(b) Plan$17M
End-of-year total assets ($M) among Planned Parenthood 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Planned Parenthood Northern California, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Planned Parenthood Northern California, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 58.7387154278423% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.4M $21.2M ▲ +58.7%
Year Plans Participants Total Assets
2022 1 361 $13M
2023 1 392 $17M
2024 1 419 $21M

Planned Parenthood Northern California, Inc. filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$17M
Net Income$4M
Employer EIN941575233
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Planned Parenthood 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Planned Parenthood 403(b) Plan, Total assets ($B): 0.01723593 · Participants: 392Planned Parenthood 403(b) PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
Planned Parenthood 403(b) Plan vs. nearby Other plans in California, assets vs. participants

Planned Parenthood 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Safe-Harbor 403(b) Thrift Plan for Employees of Knute Nelson in MN ($17M); by covered participants it is Food for the Poor 403b Plan in FL (392 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (392 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 Planned Parenthood 403(b) Plan assets move in 2023? ▼
Planned Parenthood 403(b) Plan grew sharply - up 28.8% during 2023, from $13M to $17M. Reported net income was $4M.
How have Planned Parenthood Northern California, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Planned Parenthood Northern California, Inc.'s sponsor-wide assets grew 58.7%, from $13M to $21M.
Which Other plans are similar in size to Planned Parenthood 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Safe-Harbor 403(b) Thrift Plan for Employees of Knute Nelson in MN ($17M, 819 participants).
Which Other plans cover a similar participant headcount to Planned Parenthood 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Food for the Poor 403b Plan in FL (392 participants, $26M in assets).