401(k) · DOL Form 5500 · 2023

Planned Parenthood of Western New York 401(k) Plan

Data updated 2026-08-25

$383K
Total assets Small plan by assets
2
Participants Small participant base
16th
Percentile by assets National rank
$191,579
Avg per participant Above avg balance/head
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Official DOL plan name: Planned Parenthood 401(k) · Sponsored by Planned Parenthood of Western New York · New York · Healthcare & Social Assistance

$383K in assets, 2 participants

Planned Parenthood of Western New York's Planned Parenthood 401(k) reported $383K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,978 in Healthcare & Social Assistance (17,684 peers)

Planned Parenthood of Western New York multi-year trail

Planned Parenthood of Western New York's plans moved +44.9% in assets from 2022 to 2024; this filing shows Planned Parenthood 401(k) at $383K / 2 participants.

#1,978
in Healthcare & Social Assistance (17,684 peers)
+26.6%
assets growth YoY

Planned Parenthood 401(k) among the smaller filed plans by assets

Planned Parenthood 401(k) vs every filed plan by assets

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

$383,157 16th percentile higher than 16% 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 401(k) among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Planned Parenthood 401(k) is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Planned Parenthood 401(k) reported net income rose from -$253K in the plan year 2022 filing to $80K in the plan year 2023 filing.
  • Planned Parenthood 401(k) end-of-year assets rose from $303K in the plan year 2022 filing to $383K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 160746860 · Planned Parenthood of Western New York PY 2023 · 401(k)

Planned Parenthood 401(k) · $383K · 2 · 16th

  • RANK $383K
  • RANK 2
  • RANK 16th
  • RANK 401(k)
  • RANK near Deluxe Auto Carriers Inc 401(k) Profit Sharing Plan & Trust
  • RANK ind #1978

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 New York →

Planned Parenthood 401(k) in the asset neighbourhood

Planned Parenthood 401(k)$383KDeluxe Auto Carriers Inc 401(k) Profit Sharing Plan & TrustDeluxe Auto Carriers Inc 401…$383KElite Athletics Retirement PlanElite Athletics Retirement P…$383KAjm Worthington, Inc. Profit Sharing PlanAjm Worthington, Inc. Profit…$383KLg Partners Retirement Plan$383K
End-of-year total assets ($M) among Planned Parenthood 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Planned Parenthood of Western New York multi-year asset trail

Sponsor-wide plan assets over time

All Planned Parenthood of Western New York plans reported in each filing year

Latest sponsor-wide plan assets
$15M 44.93575401218876% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10.3M $14.9M ▲ +44.9%
Year Plans Participants Total Assets
2022 3 296 $10M
2023 3 315 $13M
2024 3 307 $15M

Planned Parenthood of Western New York filing trail (2023)

Total Assets (Beginning of Year)$303K
Net Assets (End of Year)$383K
Net Income$80K
Employer EIN160746860
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Planned Parenthood 401(k) vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Planned Parenthood 401(k), Total assets ($B): 0.000383157 · Participants: 2Planned Parenthood 401(k)IBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Planned Parenthood 401(k) vs. nearby 401(k) plans in New York, assets vs. participants

Planned Parenthood 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Deluxe Auto Carriers Inc 401(k) Profit Sharing Plan & Trust in CA ($383K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($383K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 401(k) assets move in 2023?
Planned Parenthood 401(k) grew sharply - up 26.6% during 2023, from $303K to $383K. Reported net income was $80K.
How have Planned Parenthood of Western New York plan assets changed over time?
Across 3 plan years on file (2022-2024), Planned Parenthood of Western New York's sponsor-wide assets grew 44.9%, from $10M to $15M.
Where does Planned Parenthood 401(k) rank by assets among Form 5500 filers?
Planned Parenthood 401(k) ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Planned Parenthood 401(k)?
Among 401(k) plans in other states, the closest by assets is Deluxe Auto Carriers Inc 401(k) Profit Sharing Plan & Trust in CA ($383K, 174 participants).
Which 401(k) plans cover a similar participant headcount to Planned Parenthood 401(k)?
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A in assets).