401(k) · DOL Form 5500 · 2024

Planned Parenthood of Southern New England 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets: 296
Participants Below avg headcount: 73rd
Percentile by assets National rank: $76,532
Avg per participant Below avg balance/head

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Official DOL plan name: Ppfa Retirement Plan · Sponsored by Planned Parenthood of Southern New England · Connecticut · Healthcare & Social Assistance

$23M in assets, 296 participants

Planned Parenthood of Southern New England's Ppfa Retirement Plan reported $23M in total assets and 296 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

#12,984 in Healthcare & Social Assistance (16,916 peers)

Coverage in Connecticut

Ppfa Retirement Plan covers 296 participants in Connecticut, about 41% of the average Connecticut filer (state average ~718 per filing). Assets: $23M.

#12,984
in Healthcare & Social Assistance (16,916 peers): +10.3%
assets growth YoY

Ppfa Retirement Plan's outsized position by total assets

Ppfa Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$22,653,591 Top 27% higher than 73% 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

Ppfa Retirement Plan 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. Ppfa Retirement Plan sits mid-pack in the medium band (296 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Ppfa Retirement Plan end-of-year assets rose from $21M in the plan year 2023 filing to $23M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 060263565 · Planned Parenthood of Southern New England PY 2024 · 401(k)

Ppfa Retirement Plan · $23M · 296 · 73rd

5500 $23M
5500 296
5500 73rd
5500 401(k)
5500 near River Country Co-Op 401(k) Plan
5500 ind #12984

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 Connecticut →

End-of-year total assets ($M) among Ppfa Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)	$21M
Net Assets (End of Year)	$23M
Net Income	$2M
Employer EIN	060263565
Plan Effective Date	1982-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Planned Parenthood of Southern New England)

Latest sponsor-wide plan assets: $23M 23.39632538783336% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	307	$18M
2023	1	294	$21M
2024	1	296	$23M

Nearby 401(k) Plans in Connecticut

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Ppfa Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants

Rtx Savings Plan $58.6B · 124,876
Citi Retirement Savings Plan $23.2B · 78,741
The Hartford Investment and Savings Plan $7.2B · 18,614
Eversource 401(k) Plan $4.0B · 10,041
Xerox Corporation Savings Plan $4.0B · 9,876

Compare Ppfa Retirement Plan side-by-side with 3 peers →

Ppfa Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is River Country Co-Op 401(k) Plan in WI ($23M); by covered participants it is Bonhams & Butterfields 401(k) Plan in NY (296 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

River Country Co-Op 401(k) Plan (WI) $23M · 247
Carr Auto Group 401(k) Retirement Plan (OR) $23M · 263
The Finger Companies 401(k) Plan (TX) $23M · 177
First Fidelity 401(k) Retirement Savings Plan (SD) $23M · 112

Similar participant headcount

Nearest other-state filings by covered participants (296 participants); asset peers above are excluded.

Bonhams & Butterfields 401(k) Plan (NY) 296 · 0 off
Outdoor Network 401(k) Plan (FL) 296 · 0 off
Harbin Lumber Co., Inc. 401(k) Profit Sharing Plan (GA) 296 · 0 off
Omega Morgan Holdings Inc. 401(k) Savings Plan (OR) 296 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ppfa Retirement Plan assets move in 2024? ▼

Ppfa Retirement Plan grew at a solid clip - up 10.3% during 2024, from $21M to $23M. Reported net income was $2M.

How have Planned Parenthood of Southern New England plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Planned Parenthood of Southern New England's sponsor-wide assets grew 23.4%, from $18M to $23M.

Which 401(k) plans are similar in size to Ppfa Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is River Country Co-Op 401(k) Plan in WI ($23M, 247 participants).

Which 401(k) plans cover a similar participant headcount to Ppfa Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Bonhams & Butterfields 401(k) Plan in NY (296 participants, $35M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 060263565.