Other · DOL Form 5500 · 2023

Planned Parenthood California Central Coast Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
149
Participants Small participant base
53rd
Percentile by assets National rank
$52,639
Avg per participant Low balance/head
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Official DOL plan name: Planned Parenthood California Central Coast 403(b) Plan · Sponsored by Planned Parenthood California Central Coast · California · Healthcare & Social Assistance

$8M in assets, 149 participants

Planned Parenthood California Central Coast's Planned Parenthood California Central Coast 403(b) Plan reported $8M in total assets and 149 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #10,418 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Planned Parenthood California Central Coast 403(b) Plan covers 149 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $8M.

#10,418
in Healthcare & Social Assistance (17,684 peers)
+32.6%
assets growth YoY

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

Planned Parenthood California Central Coast 403(b) Plan vs every filed plan by assets

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

$7,843,267 Top 47% higher than 53% 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 California Central Coast 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 California Central Coast 403(b) Plan sits mid-pack in the medium band (149 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Planned Parenthood California Central Coast 403(b) Plan reported net income rose from -$936K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Planned Parenthood California Central Coast 403(b) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Planned Parenthood California Central Coast 403(b) Plan reported participants fell from 151 in the plan year 2022 filing to 149 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 952319356 · Planned Parenthood California Central Coast PY 2023 · Other

Planned Parenthood California Central Coast 403(b) Plan · $8M · 149 · 53rd

  • NET $8M
  • NET 149
  • NET 53rd
  • NET Other
  • NET near Lowell Community Health Center 403(b) Plan
  • NET ind #10418

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 California →

Planned Parenthood California Central Coast 403(b) Plan in the asset neighbourhood

Community Home Health & Hospice Tax Sheltered Annuity PlanCommunity Home Health & Hosp…$8MPlanned Parenthood California Central Coast 403(b) PlanPlanned Parenthood Californi…$8MLowell Community Health Center 403(b) PlanLowell Community Health Cent…$8M403b Thrift Plan of Planned Parenthood of Michigan403b Thrift Plan of Planned …$8MAdelante Development Center, Inc. 403(b) PlanAdelante Development Center,…$8M
End-of-year total assets ($M) among Planned Parenthood California Central Coast 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN952319356
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Planned Parenthood California Central Coast)

Sponsor-wide plan assets over time

All Planned Parenthood California Central Coast plans reported in each filing year

Latest sponsor-wide plan assets
$10M 61.27044244371012% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $5.92M $9.54M ▲ +61.1%
Year Plans Participants Total Assets
2022 1 151 $6M
2023 1 149 $8M
2024 1 167 $10M

Nearby Other Plans in California

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

Planned Parenthood California Central Coast 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Planned Parenthood California Central Coast 403(b) Plan, Total assets ($B): 0.007843267 · Participants: 149Planned Parenthood California Central Coast 403(b) PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
Planned Parenthood California Central Coast 403(b) Plan vs. nearby Other plans in California, assets vs. participants
Compare Planned Parenthood California Central Coast 403(b) Plan side-by-side with 3 peers →

Planned Parenthood California Central Coast 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Lowell Community Health Center 403(b) Plan in MA ($8M); by covered participants it is Evergreen Homes 403b Plan in PA (149 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149 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 California Central Coast 403(b) Plan assets move in 2023? ▼
Planned Parenthood California Central Coast 403(b) Plan surged - up 32.6% during 2023, from $6M to $8M. Reported net income was $2M.
How have Planned Parenthood California Central Coast plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Planned Parenthood California Central Coast's sponsor-wide assets grew 61.3%, from $6M to $10M.
Which Other plans are similar in size to Planned Parenthood California Central Coast 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Lowell Community Health Center 403(b) Plan in MA ($8M, 151 participants).
Which Other plans cover a similar participant headcount to Planned Parenthood California Central Coast 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Evergreen Homes 403b Plan in PA (149 participants, $4M 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 952319356.

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.