Other · DOL Form 5500 · 2023

Planned Parenthood of the Columbia Willamette Inc Retirement Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
264
Participants Below avg headcount
65th
Percentile by assets National rank
$50,482
Avg per participant Low balance/head
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Official DOL plan name: Planned Parenthood Columbia Willamette 403(b) Plan · Sponsored by Planned Parenthood of the Columbia Willamette Inc · Oregon · Healthcare & Social Assistance

$13M in assets, 264 participants

Planned Parenthood of the Columbia Willamette Inc's Planned Parenthood Columbia Willamette 403(b) Plan reported $13M in total assets and 264 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #12,371 in Healthcare & Social Assistance (17,684 peers)

Planned Parenthood of the Columbia Willamette Inc multi-year trail

Planned Parenthood of the Columbia Willamette Inc's plans moved +46.9% in assets from 2022 to 2024; this filing shows Planned Parenthood Columbia Willamette 403(b) Plan at $13M / 264 participants.

#12,371
in Healthcare & Social Assistance (17,684 peers)
+22.5%
assets growth YoY

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

Planned Parenthood Columbia Willamette 403(b) Plan vs every filed plan by assets

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

$13,327,237 Top 35% higher than 65% 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 Columbia Willamette 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 Columbia Willamette 403(b) Plan sits mid-pack in the medium band (264 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Planned Parenthood Columbia Willamette 403(b) Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Planned Parenthood Columbia Willamette 403(b) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Planned Parenthood Columbia Willamette 403(b) Plan reported participants rose from 239 in the plan year 2022 filing to 264 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 936031270 · Planned Parenthood of the Columbia Willamette Inc PY 2023 · Other

Planned Parenthood Columbia Willamette 403(b) Plan · $13M · 264 · 65th

  • NET $13M
  • NET 264
  • NET 65th
  • NET Other
  • NET near North Texas Public Broadcasting, Inc. Savings and Retirement Plan
  • NET ind #12371

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 Oregon →

Planned Parenthood Columbia Willamette 403(b) Plan in the asset neighbourhood

Coastline Eap 403(b) Retirement PlanCoastline Eap 403(b) Retirem…$13MPlanned Parenthood Columbia Willamette 403(b) PlanPlanned Parenthood Columbia …$13MNorth Texas Public Broadcasting, Inc. Savings and Retirement PlanNorth Texas Public Broadcast…$13MMasonic Care Community of Ny 403(b) Retirement Savings PlanMasonic Care Community of Ny…$13MCenter for Family Health 403(b) Employer Retirement PlanCenter for Family Health 403…$13M
End-of-year total assets ($M) among Planned Parenthood Columbia Willamette 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Planned Parenthood of the Columbia Willamette Inc multi-year asset trail

Sponsor-wide plan assets over time

All Planned Parenthood of the Columbia Willamette Inc plans reported in each filing year

Latest sponsor-wide plan assets
$16M 46.8875162066658% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $10.9M $16M ▲ +47.0%
Year Plans Participants Total Assets
2022 1 239 $11M
2023 1 264 $13M
2024 1 261 $16M

Planned Parenthood of the Columbia Willamette Inc filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN936031270
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Oregon

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

Planned Parenthood Columbia Willamette 403(b) Plan vs. nearby Other plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.52 Total assets ($B) Participants Planned Parenthood Columbia Willamette 403(b) Plan, Total assets ($B): 0.013327237 · Participants: 264Planned Parenthood Columbia Willamette 403(b) PlanLegacy Health 403(b) Plan, Total assets ($B): 1.723877574 · Participants: 14249Legacy Health 403(b) PlanAsante 403b Plan, Total assets ($B): 0.683735006 · Participants: 5682Asante 403b PlanSt. Charles Health System Retirement Plan, Total assets ($B): 0.624912862 · Participants: 4378St. Charles Health System Retirement PlanSamaritan Health Services Tax Sheltered Annuity Pl, Total assets ($B): 0.614620661 · Participants: 6234Samaritan Health Services Tax Sheltered Annuity PlLewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan, Total assets ($B): 0.316078897 · Participants: 789Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan
Planned Parenthood Columbia Willamette 403(b) Plan vs. nearby Other plans in Oregon, assets vs. participants
Compare Planned Parenthood Columbia Willamette 403(b) Plan side-by-side with 3 peers →

Planned Parenthood Columbia Willamette 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Oregon, the nearest Other by assets is North Texas Public Broadcasting, Inc. Savings and Retirement Plan in TX ($13M); by covered participants it is Valley Family Health Care, Inc. 403(b) Plan in ID (264 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (264 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 Columbia Willamette 403(b) Plan assets move in 2023? ▼
Planned Parenthood Columbia Willamette 403(b) Plan grew sharply - up 22.5% during 2023, from $11M to $13M. Reported net income was $2M.
How have Planned Parenthood of the Columbia Willamette Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Planned Parenthood of the Columbia Willamette Inc's sponsor-wide assets grew 46.9%, from $11M to $16M.
Which Other plans are similar in size to Planned Parenthood Columbia Willamette 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is North Texas Public Broadcasting, Inc. Savings and Retirement Plan in TX ($13M, 133 participants).
Which Other plans cover a similar participant headcount to Planned Parenthood Columbia Willamette 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Valley Family Health Care, Inc. 403(b) Plan in ID (264 participants, $9M 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 936031270.

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.