Profit Sharing · DOL Form 5500 · 2023

Planned Parenthood South Atlantic Profit Sharing Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
322
Participants Below avg headcount
56th
Percentile by assets National rank
$27,104
Avg per participant Low balance/head
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Official DOL plan name: Planned Parenthood South Atlantic 403(b) Plan · Sponsored by Planned Parenthood South Atlantic · North Carolina · Healthcare & Social Assistance

$9M in assets, 322 participants

Planned Parenthood South Atlantic's Planned Parenthood South Atlantic 403(b) Plan reported $9M in total assets and 322 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #10,829 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Carolina

Planned Parenthood South Atlantic 403(b) Plan covers 322 participants in North Carolina, about 39% of the average North Carolina filer (state average ~819 per filing). Assets: $9M.

#10,829
in Healthcare & Social Assistance (17,684 peers)
+21.7%
assets growth YoY

Planned Parenthood South Atlantic 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

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

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

$8,727,566 Top 44% higher than 56% 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 South Atlantic 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 South Atlantic 403(b) Plan sits mid-pack in the medium band (322 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Planned Parenthood South Atlantic 403(b) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Planned Parenthood South Atlantic 403(b) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Planned Parenthood South Atlantic 403(b) Plan reported participants rose from 274 in the plan year 2022 filing to 322 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 561282557 · Planned Parenthood South Atlantic PY 2023 · Profit Sharing

Planned Parenthood South Atlantic 403(b) Plan · $9M · 322 · 56th

  • PART $9M
  • PART 322
  • PART 56th
  • PART Profit Sharing
  • PART near Rochester Area Construction and Materials Teamsters Annuity Fund
  • PART ind #10829

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 North Carolina →

Planned Parenthood South Atlantic 403(b) Plan in the asset neighbourhood

Rice Fruit Company Retirement PlanRice Fruit Company Retiremen…$9MPlanned Parenthood South Atlantic 403(b) PlanPlanned Parenthood South Atl…$9MClifford Fuel Co, Inc. Employees' 401(k) Savings & Profit Sharing PlanClifford Fuel Co, Inc. Emplo…$9MRochester Area Construction and Materials Teamsters Annuity FundRochester Area Construction …$9MPolyplex USA LLC 401(k) Plan$9M
End-of-year total assets ($M) among Planned Parenthood South Atlantic 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN561282557
Plan Effective Date1996-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Planned Parenthood South Atlantic)

Sponsor-wide plan assets over time

All Planned Parenthood South Atlantic plans reported in each filing year

Latest sponsor-wide plan assets
$11M 52.8562716736284% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.17M $11M ▲ +52.9%
Year Plans Participants Total Assets
2022 1 274 $7M
2023 1 322 $9M
2024 1 322 $11M

Nearby Profit Sharing Plans in North Carolina

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

Planned Parenthood South Atlantic 403(b) Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Planned Parenthood South Atlantic 403(b) Plan, Total assets ($B): 0.008727566 · Participants: 322Planned Parenthood South Atlantic 403(b) PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 2.233437356 · Participants: 36057Tax Deferred Savings Plan of Novant Health, Inc.Charter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 1.269819278 · Participants: 96058Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.108343803 · Participants: 5519Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.06687568 · Participants: 1361Baker & Taylor Retirement Savings PlanIntermec Fssp Spinoff Plan, Total assets ($B): 0.050896422 · Participants: 74Intermec Fssp Spinoff Plan
Planned Parenthood South Atlantic 403(b) Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Planned Parenthood South Atlantic 403(b) Plan side-by-side with 3 peers →

Planned Parenthood South Atlantic 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Rochester Area Construction and Materials Teamsters Annuity Fund in NY ($9M); by covered participants it is Angel Care, Inc. 401(k) Profit Sharing Plan in NY (322 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (322 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 South Atlantic 403(b) Plan assets move in 2023? ▼
Planned Parenthood South Atlantic 403(b) Plan grew sharply - up 21.7% during 2023, from $7M to $9M. Reported net income was $2M.
How have Planned Parenthood South Atlantic plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Planned Parenthood South Atlantic's sponsor-wide assets grew 52.9%, from $7M to $11M.
Which Profit Sharing plans are similar in size to Planned Parenthood South Atlantic 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Rochester Area Construction and Materials Teamsters Annuity Fund in NY ($9M, 264 participants).
Which Profit Sharing plans cover a similar participant headcount to Planned Parenthood South Atlantic 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Angel Care, Inc. 401(k) Profit Sharing Plan in NY (322 participants, $604K 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 561282557.

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.