Other · DOL Form 5500 · 2023

Planned Parenthood of Southwest and Central Florida, Inc. Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
235
Participants Below avg headcount
44th
Percentile by assets National rank
$20,494
Avg per participant Low balance/head
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Official DOL plan name: Planned Parenthood of Southwest and Central Florida, Inc. 403(b) Employee Retirement Plan · Sponsored by Planned Parenthood of Southwest and Central Florida, Inc. · Florida · Healthcare & Social Assistance

$5M in assets, 235 participants

Planned Parenthood of Southwest and Central Florida, Inc.'s Planned Parenthood of Southwest and Central Florida, Inc. 403(b) Employee Retirement Plan reported $5M in total assets and 235 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,376 in Healthcare & Social Assistance (17,684 peers)

Coverage in Florida

Planned Parenthood of Southwest and Central Florida, Inc. 403(b) Employee Retirement Plan covers 235 participants in Florida, about 37% of the average Florida filer (state average ~628 per filing). Assets: $5M.

#8,376
in Healthcare & Social Assistance (17,684 peers)
+8.8%
assets growth YoY

Planned Parenthood of Southwest and Central Florida, Inc. 403(b) Employee Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Planned Parenthood of Southwest and Central Florida, Inc. 403(b) Employee Retirement Plan vs every filed plan by assets

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

$4,816,185 44th percentile higher than 44% 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. 403(b) 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. 403(b) Employee Retirement Plan sits mid-pack in the medium band (235 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Planned Parenthood of Southwest and Central Florida, Inc. 403(b) Employee Retirement Plan reported net income fell from $466K in the plan year 2022 filing to $388K in the plan year 2023 filing.
  • Planned Parenthood of Southwest and Central Florida, Inc. 403(b) Employee Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Planned Parenthood of Southwest and Central Florida, Inc. 403(b) Employee Retirement Plan reported participants rose from 229 in the plan year 2022 filing to 235 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

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

Planned Parenthood of Southwest and Central Florida, Inc. 403(b) Employee Retirement Plan · $5M · 235 · 44th

  • BOY $5M
  • SCH 235
  • EBSA 44th
  • PART Other
  • TYPE near Community Servings Defined Contribution 403(b) Plan
  • NET ind #8376

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. 403(b) Employee Retirement Plan in the asset neighbourhood

Planned Parenthood of Southwest and Central Florida, Inc. 403(b) Employee Retirement PlanPlanned Parenthood of Southw…$5MCommunity Servings Defined Contribution 403(b) PlanCommunity Servings Defined C…$5MSkidmore College 403(b) Retirement Plan for Employees Represented by Upseu Local 1222Skidmore College 403(b) Reti…$5MThe Johns Hopkins Bayview Medical Center, Inc. Represented Employees 403(b) PlanThe Johns Hopkins Bayview Me…$5MUtah Food Bank 403(b) Plan$5M
End-of-year total assets ($M) among Planned Parenthood of Southwest and Central Florida, Inc. 403(b) Employee Retirement Plan and nearest nationwide Other 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$388K
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 Other Plans in Florida

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

Planned Parenthood of Southwest and Central Florida, Inc. 403(b) Employee Retirement Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Planned Parenthood of Southwest and Central Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 0.004816185 · Participants: 235Planned Parenthood of Southwest and Central Florida, Inc. 403(b) Employee Retirement PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.330892261 · Participants: 25214Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.720804746 · Participants: 12683University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.55865765 · Participants: 26087Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.145895297 · Participants: 972Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.13466821 · Participants: 8505The Nemours Foundation Section 403(b) Plan
Planned Parenthood of Southwest and Central Florida, Inc. 403(b) Employee Retirement Plan vs. nearby Other plans in Florida, assets vs. participants

Planned Parenthood of Southwest and Central Florida, Inc. 403(b) Employee Retirement Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Community Servings Defined Contribution 403(b) Plan in MA ($5M); by covered participants it is The Chapin School Retirement and Savings Plan in NY (235 participants). Same-state nearby plans are listed separately above.

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. 403(b) Employee Retirement Plan assets move in 2023?
Planned Parenthood of Southwest and Central Florida, Inc. 403(b) Employee Retirement Plan grew at a solid clip - up 8.8% during 2023, from $4M to $5M. Reported net income was $388K.
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 Other plans are similar in size to Planned Parenthood of Southwest and Central Florida, Inc. 403(b) Employee Retirement Plan?
Among Other plans in other states, the closest by assets is Community Servings Defined Contribution 403(b) Plan in MA ($5M, 88 participants).
Which Other plans cover a similar participant headcount to Planned Parenthood of Southwest and Central Florida, Inc. 403(b) Employee Retirement Plan?
Among Other plans in other states, the closest by covered participants is The Chapin School Retirement and Savings Plan in NY (235 participants, $97M in assets).