Other · DOL Form 5500 · 2024

Planned Parenthood North Central States Retirement Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
566
Participants Below avg headcount
77th
Percentile by assets National rank
$51,655
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Employees of Planned Parenthood North Central States · Sponsored by Planned Parenthood North Central States · Minnesota · Other Services

$29M in assets, 566 participants

Planned Parenthood North Central States's 403(b) Thrift Plan for Employees of Planned Parenthood North Central States reported $29M in total assets and 566 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #6,816 in Other Services (7,719 peers)

Where 403(b) Thrift Plan for Employees of Planned Parenthood North Central States sits by assets

403(b) Thrift Plan for Employees of Planned Parenthood North Central States sits in the top quartile of all filed plans by assets, $29M for 566 participants (~$51,655/participant), up 19.1% in 2024.

#6,816
in Other Services (7,719 peers)
+19.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

403(b) Thrift Plan for Employees of Planned Parenthood North Central States's outsized position by total assets

403(b) Thrift Plan for Employees of Planned Parenthood North Central States vs every filed plan by assets

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

$29,236,639 Top 23% higher than 77% 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

403(b) Thrift Plan for Employees of Planned Parenthood North Central States 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. 403(b) Thrift Plan for Employees of Planned Parenthood North Central States sits mid-pack in the medium band (566 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 403(b) Thrift Plan for Employees of Planned Parenthood North Central States end-of-year assets rose from $25M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • 403(b) Thrift Plan for Employees of Planned Parenthood North Central States reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • 403(b) Thrift Plan for Employees of Planned Parenthood North Central States reported participants fell from 596 in the plan year 2023 filing to 566 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 830614523 · Planned Parenthood North Central States PY 2024 · Other

403(b) Thrift Plan for Employees of Planned Parenthood North Central States · $29M · 566 · 77th

  • EOY $29M
  • EOY 566
  • EOY 77th
  • EOY Other
  • EOY near Appalachian Regional Healthcare, Inc. Voluntary Plan
  • EOY ind #6816

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 Other Services retirement plans → · Plans in Minnesota →

403(b) Thrift Plan for Employees of Planned Parenthood North Central States in the asset neighbourhood

Mary's Center 403(b) Retirement PlanMary's Center 403(b) Retirem…$29MCleveland Institute of Art Defined Contribution and Tax Deferred Annuity PlanCleveland Institute of Art D…$29MThe Winchester Thurston School 403(b) Retirement PlanThe Winchester Thurston Scho…$29M403(b) Thrift Plan for Employees of Planned Parenthood North Central States403(b) Thrift Plan for Emplo…$29MAppalachian Regional Healthcare, Inc. Voluntary PlanAppalachian Regional Healthc…$29M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Planned Parenthood North Central States and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$29M
Net Income$5M
Employer EIN830614523
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Planned Parenthood North Central States)

Sponsor-wide plan assets over time

All Planned Parenthood North Central States plans reported in each filing year

Latest sponsor-wide plan assets
$29M 42.367483073779034% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.5M $29.2M ▲ +42.4%
Year Plans Participants Total Assets
2022 1 529 $21M
2023 1 596 $25M
2024 1 566 $29M

Nearby Other Plans in Minnesota

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

403(b) Thrift Plan for Employees of Planned Parenthood North Central States vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants 403(b) Thrift Plan for Employees of Planned Parenthood North Central States, Total assets ($B): 0.029236639 · Participants: 566403(b) Thrift Plan for Employees of Planned Parenthood North Central StatesMayo 403(b) Plan, Total assets ($B): 12.799106312 · Participants: 85933Mayo 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.937973727 · Participants: 5750Childrens Hospitals and Clinics Matched Savings PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.866640984 · Participants: 8227Centracare Health System 403(b) PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.811257677 · Participants: 22289Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.459707522 · Participants: 2357University of St. Thomas Retirement Plan
403(b) Thrift Plan for Employees of Planned Parenthood North Central States vs. nearby Other plans in Minnesota, assets vs. participants
Compare 403(b) Thrift Plan for Employees of Planned Parenthood North Central States side-by-side with 3 peers →

403(b) Thrift Plan for Employees of Planned Parenthood North Central States's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Appalachian Regional Healthcare, Inc. Voluntary Plan in KY ($29M); by covered participants it is Boilermakers Local Lodge No. 5 Annuity Fund in NY (566 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (566 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 403(b) Thrift Plan for Employees of Planned Parenthood North Central States assets move in 2024? ▼
403(b) Thrift Plan for Employees of Planned Parenthood North Central States grew sharply - up 19.1% during 2024, from $25M to $29M. Reported net income was $5M.
How have Planned Parenthood North Central States plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Planned Parenthood North Central States's sponsor-wide assets grew 42.4%, from $21M to $29M.
Where does 403(b) Thrift Plan for Employees of Planned Parenthood North Central States rank by assets among Form 5500 filers? ▼
403(b) Thrift Plan for Employees of Planned Parenthood North Central States ranks in the 77th 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 Other plans are similar in size to 403(b) Thrift Plan for Employees of Planned Parenthood North Central States? ▼
Among Other plans in other states, the closest by assets is Appalachian Regional Healthcare, Inc. Voluntary Plan in KY ($29M, 436 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Planned Parenthood North Central States? ▼
Among Other plans in other states, the closest by covered participants is Boilermakers Local Lodge No. 5 Annuity Fund in NY (566 participants, $54M 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 830614523.

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.