Other · DOL Form 5500 · 2024
Planned Parenthood Mar Monte, Inc. Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 105
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $146,501
- Avg per participant Above avg balance/head
Official DOL plan name: Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc. · Sponsored by Planned Parenthood Mar Monte, Inc. · California · Healthcare & Social Assistance
$15M in assets, 105 participants
Planned Parenthood Mar Monte, Inc.'s Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc. reported $15M in total assets and 105 participants in its 2024 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.
- #11,839 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc. covers 105 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $15M.
- #11,839
- in Healthcare & Social Assistance (16,916 peers)
- +16.6%
- assets growth YoY
Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,382,630 Top 35% higher than 65% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc. among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc. sits mid-pack in the medium band (105 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc. reported participants fell from 228 in the plan year 2023 filing to 105 in the plan year 2024 filing.
- Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc. end-of-year assets rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc. reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 941583439 · Planned Parenthood Mar Monte, Inc. PY 2024 · Other
Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc. · $15M · 105 · 65th
- EIN $15M
- EIN 105
- EIN 65th
- EIN Other
- EIN near Charles E. Smith Life Communities 403(b) Plan
- EIN ind #11839
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 →
Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc. in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $2M |
| Employer EIN | 941583439 |
| Plan Effective Date | 2001-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Planned Parenthood Mar Monte, Inc.)
Sponsor-wide plan assets over time
All Planned Parenthood Mar Monte, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $86M 31.836874738484244% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 881 | $65M |
| 2023 | 2 | 1,063 | $75M |
| 2024 | 2 | 905 | $86M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc.'s out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Charles E. Smith Life Communities 403(b) Plan in MD ($15M); by covered participants it is University of Hawaii Foundation 403(b) Plan in HI (105 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Charles E. Smith Life Communities 403(b) Plan (MD) $15M · 814
- Home Health United, Inc. 403(b) Plan (MO) $15M · 129
- Brockton Visiting Nurse Association Retirement Plan (MA) $15M · 147
- Jawonio, Inc. 403(b)Thrift Plan (NY) $15M · 397
Similar participant headcount
Nearest other-state filings by covered participants (105 participants); asset peers above are excluded.
- University of Hawaii Foundation 403(b) Plan (HI) 105 · 0 off
- Printing Partners 401(k) Plan (IN) 105 · 0 off
- College of the Atlantic DC Retirement Plan (ME) 105 · 0 off
- 403b Thrift Plan of Marcus Jewish Community Center of Atlanta, Inc. (GA) 105 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.