Profit Sharing · DOL Form 5500 · 2023

Planned Parenthood of Southwest and Central Florida, Inc. Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
183
Participants Below avg headcount
46th
Percentile by assets National rank
$29,422
Avg per participant Low balance/head
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Official DOL plan name: Planned Parenthood of Southwest and Central Florida, Inc. 401(a) Employee Retirement Plan · Sponsored by Planned Parenthood of Southwest and Central Florida, Inc. · Florida · Healthcare & Social Assistance

$5M in assets, 183 participants

Planned Parenthood of Southwest and Central Florida, Inc.'s Planned Parenthood of Southwest and Central Florida, Inc. 401(a) Employee Retirement Plan reported $5M in total assets and 183 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,842 in Healthcare & Social Assistance (17,684 peers)

Coverage in Florida

Planned Parenthood of Southwest and Central Florida, Inc. 401(a) Employee Retirement Plan covers 183 participants in Florida, about 29% of the average Florida filer (state average ~628 per filing). Assets: $5M.

#8,842
in Healthcare & Social Assistance (17,684 peers)
+22.2%
assets growth YoY

Planned Parenthood of Southwest and Central Florida, Inc. 401(a) Employee Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Planned Parenthood of Southwest and Central Florida, Inc. 401(a) Employee Retirement Plan vs every filed plan by assets

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

$5,384,234 46th percentile higher than 46% 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 of Southwest and Central Florida, Inc. 401(a) Employee Retirement 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 of Southwest and Central Florida, Inc. 401(a) Employee Retirement Plan sits mid-pack in the medium band (183 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Planned Parenthood of Southwest and Central Florida, Inc. 401(a) Employee Retirement Plan reported net income rose from $626K in the plan year 2022 filing to $977K in the plan year 2023 filing.
  • Planned Parenthood of Southwest and Central Florida, Inc. 401(a) Employee Retirement Plan reported participants rose from 149 in the plan year 2022 filing to 183 in the plan year 2023 filing.
  • Planned Parenthood of Southwest and Central Florida, Inc. 401(a) Employee Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 591274328 · Planned Parenthood of Southwest and Central Florida, Inc. PY 2023 · Profit Sharing

Planned Parenthood of Southwest and Central Florida, Inc. 401(a) Employee Retirement Plan · $5M · 183 · 46th

  • PCT $5M
  • EIN 183
  • RANK 46th
  • PHOTO Profit Sharing
  • IND near Egg Pictures Inc Profit Sharing Plan
  • EOY ind #8842

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 Florida →

Planned Parenthood of Southwest and Central Florida, Inc. 401(a) Employee Retirement Plan in the asset neighbourhood

Planned Parenthood of Southwest and Central Florida, Inc. 401(a) Employee Retirement PlanPlanned Parenthood of Southw…$5MEgg Pictures Inc Profit Sharing PlanEgg Pictures Inc Profit Shar…$5MRohtstein Corp. Office Employees' Profit Sharing PlanRohtstein Corp. Office Emplo…$5MD.T.M. Services, Inc. Profit Sharing PlanD.T.M. Services, Inc. Profit…$5MFlorian Industries Inc. Pension Transfer Trust PlanFlorian Industries Inc. Pens…$5M
End-of-year total assets ($M) among Planned Parenthood of Southwest and Central Florida, Inc. 401(a) Employee Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$977K
Employer EIN591274328
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Planned Parenthood of Southwest and Central Florida, Inc.)

Sponsor-wide plan assets over time

All Planned Parenthood of Southwest and Central Florida, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 29.041086711726372% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.84M $11.4M ▲ +29.0%
Year Plans Participants Total Assets
2022 2 378 $9M
2023 2 418 $10M
2024 2 373 $11M

Nearby Profit Sharing Plans in Florida

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

Planned Parenthood of Southwest and Central Florida, Inc. 401(a) Employee Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Planned Parenthood of Southwest and Central Florida, Inc. 401(a) Employee Retirement Plan, Total assets ($B): 0.005384234 · Participants: 183Planned Parenthood of Southwest and Central Florida, Inc. 401(a) Employee Retirement PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
Planned Parenthood of Southwest and Central Florida, Inc. 401(a) Employee Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants

Planned Parenthood of Southwest and Central Florida, Inc. 401(a) Employee Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Egg Pictures Inc Profit Sharing Plan in CA ($5M); by covered participants it is The Aspen Surgical Puerto Rico Corp. 1165(e) Savings Plan in PR (183 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (183 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 of Southwest and Central Florida, Inc. 401(a) Employee Retirement Plan assets move in 2023?
Planned Parenthood of Southwest and Central Florida, Inc. 401(a) Employee Retirement Plan grew sharply - up 22.2% during 2023, from $4M to $5M. Reported net income was $977K.
How have Planned Parenthood of Southwest and Central Florida, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Planned Parenthood of Southwest and Central Florida, Inc.'s sponsor-wide assets grew 29.0%, from $9M to $11M.
Which Profit Sharing plans are similar in size to Planned Parenthood of Southwest and Central Florida, Inc. 401(a) Employee Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Egg Pictures Inc Profit Sharing Plan in CA ($5M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Planned Parenthood of Southwest and Central Florida, Inc. 401(a) Employee Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is The Aspen Surgical Puerto Rico Corp. 1165(e) Savings Plan in PR (183 participants, $4M in assets).