401(k) · DOL Form 5500 · 2024

Planned Parenthood of the Pacific Southwest 401(k) Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
769
Participants Near avg headcount
86th
Percentile by assets National rank
$75,481
Avg per participant Below avg balance/head
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Official DOL plan name: Planned Parenthood of the Pacific Southwest 401(k) Retirement Plan · Sponsored by Planned Parenthood of the Pacific Southwest · California · Healthcare & Social Assistance

$58M in assets, 769 participants

Planned Parenthood of the Pacific Southwest's Planned Parenthood of the Pacific Southwest 401(k) Retirement Plan reported $58M in total assets and 769 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #14,853 in Healthcare & Social Assistance (16,916 peers)

Where Planned Parenthood of the Pacific Southwest 401(k) Retirement Plan sits by assets

Planned Parenthood of the Pacific Southwest 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $58M for 769 participants (~$75,481/participant), up 19.5% in 2024.

#14,853
in Healthcare & Social Assistance (16,916 peers)
+19.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Planned Parenthood of the Pacific Southwest 401(k) Retirement Plan's outsized position by total assets

Planned Parenthood of the Pacific Southwest 401(k) Retirement Plan vs every filed plan by assets

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

$58,044,614 Top 14% higher than 86% of 123,620 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 2024

Planned Parenthood of the Pacific Southwest 401(k) 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. Planned Parenthood of the Pacific Southwest 401(k) Retirement Plan sits mid-pack in the medium band (769 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Planned Parenthood of the Pacific Southwest 401(k) Retirement Plan end-of-year assets rose from $49M in the plan year 2023 filing to $58M in the plan year 2024 filing.
  • Planned Parenthood of the Pacific Southwest 401(k) Retirement Plan reported net income fell from $10M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Planned Parenthood of the Pacific Southwest 401(k) Retirement Plan reported participants fell from 799 in the plan year 2023 filing to 769 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 956111785 · Planned Parenthood of the Pacific Southwest PY 2024 · 401(k)

Planned Parenthood of the Pacific Southwest 401(k) Retirement Plan · $58M · 769 · 86th

  • PCT $58M
  • EIN 769
  • RANK 86th
  • PHOTO 401(k)
  • IND near Erco Worldwide Inc. 401(k) Plan
  • EOY ind #14853

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 →

Planned Parenthood of the Pacific Southwest 401(k) Retirement Plan in the asset neighbourhood

M3 USA Corp 401(k) Profit Sharing Plan and TrustM3 USA Corp 401(k) Profit Sh…$58MErco Worldwide Inc. 401(k) PlanErco Worldwide Inc. 401(k) P…$58MThe Kenwood Dealer Group Employee Retirement PlanThe Kenwood Dealer Group Emp…$58MPlanned Parenthood of the Pacific Southwest 401(k) Retirement PlanPlanned Parenthood of the Pa…$58MMeridian Compensation Partners, LLC Profit Sharing and Savings PlanMeridian Compensation Partne…$58M
End-of-year total assets ($M) among Planned Parenthood of the Pacific Southwest 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$58M
Net Income$9M
Employer EIN956111785
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Planned Parenthood of the Pacific Southwest)

Sponsor-wide plan assets over time

All Planned Parenthood of the Pacific Southwest plans reported in each filing year

Latest sponsor-wide plan assets
$58M 50.950767305445744% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $38.5M $58M ▲ +50.9%
Year Plans Participants Total Assets
2022 1 731 $38M
2023 1 799 $49M
2024 1 769 $58M

Nearby 401(k) Plans in California

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

Planned Parenthood of the Pacific Southwest 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Planned Parenthood of the Pacific Southwest 401(k) Retirement Plan, Total assets ($B): 0.058044614 · Participants: 769Planned Parenthood of the Pacific Southwest 401(k) Retirement PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Planned Parenthood of the Pacific Southwest 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Planned Parenthood of the Pacific Southwest 401(k) Retirement Plan side-by-side with 3 peers →

Planned Parenthood of the Pacific Southwest 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Erco Worldwide Inc. 401(k) Plan in ($58M); by covered participants it is St. Louis Cardinals Savings Plan in MO (769 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (769 participants); asset peers above are excluded.

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 Planned Parenthood of the Pacific Southwest 401(k) Retirement Plan assets move in 2024? ▼
Planned Parenthood of the Pacific Southwest 401(k) Retirement Plan grew sharply - up 19.5% during 2024, from $49M to $58M. Reported net income was $9M.
How have Planned Parenthood of the Pacific Southwest plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Planned Parenthood of the Pacific Southwest's sponsor-wide assets grew 51.0%, from $38M to $58M.
Where does Planned Parenthood of the Pacific Southwest 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Planned Parenthood of the Pacific Southwest 401(k) Retirement Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Planned Parenthood of the Pacific Southwest 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Erco Worldwide Inc. 401(k) Plan in ($58M, 172 participants).
Which 401(k) plans cover a similar participant headcount to Planned Parenthood of the Pacific Southwest 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is St. Louis Cardinals Savings Plan in MO (769 participants, $40M 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 956111785.

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.