401(k) · DOL Form 5500 · 2023

Planned Parenthood Southeast, Inc 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 79
Participants Small participant base: 38th
Percentile by assets National rank: $43,169
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Ppfa Retirement Plan · Sponsored by Planned Parenthood Southeast, Inc · Georgia · Healthcare & Social Assistance

$3M in assets, 79 participants

Planned Parenthood Southeast, Inc's Ppfa Retirement Plan reported $3M in total assets and 79 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.

#6,968 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Ppfa Retirement Plan surged 67.5% in 2023 ($2M → $3M) for 79 participants.

#6,968
in Healthcare & Social Assistance (17,684 peers): +67.5%
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

$3,410,371 38th percentile higher than 38% 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

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 (79 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Ppfa Retirement Plan reported net income rose from -$533K in the plan year 2022 filing to $199K in the plan year 2023 filing.
Ppfa Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Ppfa Retirement Plan reported participants fell from 80 in the plan year 2022 filing to 79 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 586045874 · Planned Parenthood Southeast, Inc PY 2023 · 401(k)

Ppfa Retirement Plan · $3M · 79 · 38th

BOOK $3M
VS-ST 79
BOY 38th
SCH 401(k)
EBSA near Go Carwash Corp 401(k) Plan and Trust
PART ind #6968

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 Georgia →

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 Southeast, Inc years around the 2023 move

Latest sponsor-wide plan assets: $2M 4.194981601431808% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	80	$2M
2023	1	79	$3M
2024	1	48	$2M

2023 asset-move particulars

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$3M
Net Income	$199K
Employer EIN	586045874
Plan Effective Date	1982-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Ppfa Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

The Teamster - UPS National 401(k) Tax Deferred Savings Plan $17.2B · 510,511
Delta 401(k) Retirement Plan $16.2B · 83,136
Delta 401(k) Retirement Plan for Pilots $13.7B · 13,283
UPS 401(k) Savings Plan $13.1B · 102,231
The Home Depot Futurebuilder $12.6B · 413,365

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 Georgia, the nearest 401(k) by assets is Go Carwash Corp 401(k) Plan and Trust in CO ($3M); by covered participants it is Heart of America Beverage Company, LLC 401(k) Plan in MO (79 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Go Carwash Corp 401(k) Plan and Trust (CO) $3M · 786
C & T Publishing 401(k) Plan (CA) $3M · 19
Avds 401(k) Plan (ME) $3M · 3
Bruml Capital Corporation Profit Sharing and 401(k) Plan (OH) $3M · 2

Similar participant headcount

Nearest other-state filings by covered participants (79 participants); asset peers above are excluded.

Heart of America Beverage Company, LLC 401(k) Plan (MO) 79 · 0 off
Findaway 401(k) (OH) 79 · 0 off
Dignified Home Loans LLC 401(k) Profit Sharing Plan (CA) 79 · 0 off
Palmetto State Bank Profit Sharing Plan (SC) 79 · 0 off

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 surged - up 67.5% during 2023, from $2M to $3M. Reported net income was $199K.

How have Planned Parenthood Southeast, Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Planned Parenthood Southeast, Inc's sponsor-wide assets grew 4.2%, from $2M to $2M.

Which 401(k) plans are similar in size to Ppfa Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Go Carwash Corp 401(k) Plan and Trust in CO ($3M, 786 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 Heart of America Beverage Company, LLC 401(k) Plan in MO (79 participants, $9M 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 586045874.