401(k) · DOL Form 5500 · 2023

Planned Parenthood Southwest Ohio Region 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
98
Participants Small participant base
25th
Percentile by assets National rank
$12,376
Avg per participant Low balance/head
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Official DOL plan name: Ppfa Retirement Plan · Sponsored by Planned Parenthood Southwest Ohio Region · Ohio · Healthcare & Social Assistance

$1M in assets, 98 participants

Planned Parenthood Southwest Ohio Region's Ppfa Retirement Plan reported $1M in total assets and 98 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,818 in Healthcare & Social Assistance (17,684 peers)

Planned Parenthood Southwest Ohio Region multi-year trail

Planned Parenthood Southwest Ohio Region's plans moved +36.2% in assets from 2022 to 2024; this filing shows Ppfa Retirement Plan at $1M / 98 participants.

#3,818
in Healthcare & Social Assistance (17,684 peers)
-51.9%
assets change YoY

The plan reported a net loss of $157K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ppfa Retirement Plan among the smaller filed plans by assets

Ppfa Retirement Plan vs every filed plan by assets

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

$1,212,808 25th percentile higher than 25% 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

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 (98 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ppfa Retirement Plan end-of-year assets fell from $3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Ppfa Retirement Plan reported net income rose from -$287K in the plan year 2022 filing to -$157K in the plan year 2023 filing.
  • Ppfa Retirement Plan reported participants rose from 95 in the plan year 2022 filing to 98 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 310536688 · Planned Parenthood Southwest Ohio Region PY 2023 · 401(k)

Ppfa Retirement Plan · $1M · 98 · 25th

  • EOY $1M
  • EOY 98
  • EOY 25th
  • EOY 401(k)
  • EOY near Nci Profit Sharing Plan
  • EOY ind #3818

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 Ohio →

Ppfa Retirement Plan in the asset neighbourhood

Ppfa Retirement Plan$1MNci Profit Sharing Plan$1MJoin Parachute, LLC 401(k) PlanJoin Parachute, LLC 401(k) P…$1MNational Bureau of Property Administration, Inc. Profit Sharing and 401(k) PlanNational Bureau of Property …$1MCurtis Guiles, Dds 401(k) PlanCurtis Guiles, Dds 401(k) Pl…$1M
End-of-year total assets ($M) among Ppfa Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Planned Parenthood Southwest Ohio Region multi-year asset trail

Sponsor-wide plan assets over time

All Planned Parenthood Southwest Ohio Region plans reported in each filing year

Latest sponsor-wide plan assets
$3M 36.21781481214291% vs 2022
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $2.52M $3.44M ▲ +36.5%
Year Plans Participants Total Assets
2022 1 95 $3M
2023 1 98 $1M
2024 1 117 $3M

Planned Parenthood Southwest Ohio Region filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$1M
Net Income-$157K
Employer EIN310536688
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Ppfa Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Ppfa Retirement Plan, Total assets ($B): 0.001212808 · Participants: 98Ppfa Retirement PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Ppfa Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
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 Ohio, the nearest 401(k) by assets is Nci Profit Sharing Plan in MI ($1M); by covered participants it is Blanco Enterprises 1081. 01(D) Retirement Plan in PR (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 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 Ppfa Retirement Plan assets move in 2023? ▼
Ppfa Retirement Plan contracted severely - down 51.9% during 2023, from $3M to $1M. Reported net income was -$157K.
How have Planned Parenthood Southwest Ohio Region plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Planned Parenthood Southwest Ohio Region's sponsor-wide assets grew 36.2%, from $3M to $3M.
Where does Ppfa Retirement Plan rank by assets among Form 5500 filers? ▼
Ppfa Retirement Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Ppfa Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nci Profit Sharing Plan in MI ($1M, 5 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 Blanco Enterprises 1081. 01(D) Retirement Plan in PR (98 participants, $81K 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 310536688.

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.