401(k) · DOL Form 5500 · 2023

Planned Parenthood Arizona 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 97
Participants Small participant base: 37th
Percentile by assets National rank: $34,532
Avg per participant Low balance/head

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Official DOL plan name: Ppfa Retirement Plan · Sponsored by Planned Parenthood Arizona · Arizona · Healthcare & Social Assistance

$3M in assets, 97 participants

Planned Parenthood Arizona's Ppfa Retirement Plan reported $3M in total assets and 97 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

#6,888 in Healthcare & Social Assistance (17,684 peers)

Planned Parenthood Arizona multi-year trail

Planned Parenthood Arizona's plans moved +65.8% in assets from 2022 to 2024; this filing shows Ppfa Retirement Plan at $3M / 97 participants.

#6,888
in Healthcare & Social Assistance (17,684 peers): +21.5%
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

$3,349,599 37th percentile higher than 37% 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 (97 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 -$978K in the plan year 2022 filing to $618K in the plan year 2023 filing.
Ppfa Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Ppfa Retirement Plan reported participants fell from 116 in the plan year 2022 filing to 97 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 860146520 · Planned Parenthood Arizona PY 2023 · 401(k)

Ppfa Retirement Plan · $3M · 97 · 37th

TYPE $3M
NET 97
BOOK 37th
VS-ST 401(k)
BOY near Door Specialties, Inc. 401(k) Plan
SCH ind #6888

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 Arizona →

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 Arizona multi-year asset trail

Latest sponsor-wide plan assets: $5M 65.83651353817189% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	116	$3M
2023	1	97	$3M
2024	1	119	$5M

Planned Parenthood Arizona filing trail (2023)

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$3M
Net Income	$618K
Employer EIN	860146520
Plan Effective Date	1982-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Arizona

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

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

Bechtel Trust & Thrift Plan $5.7B · 7,448
Banner Health Employees 401(k) Plan $4.3B · 52,452
Republic Services, Inc. 401(k) Plan $2.4B · 28,131
Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
Stantec 401(k) Plan $2.0B · 10,719

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 Arizona, the nearest 401(k) by assets is Door Specialties, Inc. 401(k) Plan in NY ($3M); by covered participants it is Pioneer Lines, Inc. 401(k) Plan in FL (97 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Door Specialties, Inc. 401(k) Plan (NY) $3M · 19
Flat River Group 401(k) Plan (MI) $3M · 170
Harp Services Retirement Plan (CT) $3M · 3
Brothers Services Employees Savings Plan (MD) $3M · 131

Similar participant headcount

Nearest other-state filings by covered participants (97 participants); asset peers above are excluded.

Pioneer Lines, Inc. 401(k) Plan (FL) 97 · 0 off
Ramapo Radiology Associates, P.C. 401(k) Retirement Plan (NY) 97 · 0 off
Cleveland Hardware and Forging Co. Profit Sharing (WI) 97 · 0 off
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Reino Linen Service, Inc. (OH) 97 · 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 grew sharply - up 21.5% during 2023, from $3M to $3M. Reported net income was $618K.

How have Planned Parenthood Arizona plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Planned Parenthood Arizona's sponsor-wide assets grew 65.8%, 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 Door Specialties, Inc. 401(k) Plan in NY ($3M, 19 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 Pioneer Lines, Inc. 401(k) Plan in FL (97 participants, N/A 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 860146520.