401(k) · DOL Form 5500 · 2024

Planned Parenthood Southeast, Inc 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
48
Participants Small participant base
30th
Percentile by assets National rank
$44,197
Avg per participant Low balance/head
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Official DOL plan name: Ppfa Retirement Plan · Sponsored by Planned Parenthood Southeast, Inc · Georgia · Healthcare & Social Assistance

$2M in assets, 48 participants

Planned Parenthood Southeast, Inc's Ppfa Retirement Plan reported $2M in total assets and 48 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #4,805 in Healthcare & Social Assistance (16,916 peers)

2024 asset change

Ppfa Retirement Plan contracted severely 37.8% in 2024 ($3M → $2M) for 48 participants.

#4,805
in Healthcare & Social Assistance (16,916 peers)
-37.8%
assets change YoY

Ppfa Retirement Plan among the smaller filed plans by assets

Ppfa Retirement Plan vs every filed plan by assets

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

$2,121,439 30th percentile higher than 30% 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

Ppfa Retirement Plan among smaller 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 is a small filing (48 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ppfa Retirement Plan reported net income rose from $199K in the plan year 2023 filing to $359K in the plan year 2024 filing.
  • Ppfa Retirement Plan reported participants fell from 79 in the plan year 2023 filing to 48 in the plan year 2024 filing.
  • Ppfa Retirement Plan end-of-year assets fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 586045874 · Planned Parenthood Southeast, Inc PY 2024 · 401(k)

Ppfa Retirement Plan · $2M · 48 · 30th

  • BOY $2M
  • BOY 48
  • BOY 30th
  • BOY 401(k)
  • BOY near Qvest Inc 401(k) Profit Sharing Plan & Trust
  • BOY ind #4805

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 Georgia →

Ppfa Retirement Plan in the asset neighbourhood

Ppfa Retirement Plan$2MQvest Inc 401(k) Profit Sharing Plan & TrustQvest Inc 401(k) Profit Shar…$2MRex Real Estate Exchange Inc. 401(k) PlanRex Real Estate Exchange Inc…$2MRidwell Inc. 401(k) Plan$2MRise48 Group 401(k) Plan$2M
End-of-year total assets ($M) among Ppfa Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Planned Parenthood Southeast, Inc years around the 2024 move

Sponsor-wide plan assets over time

All Planned Parenthood Southeast, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 4.194981601431808% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M$4M 202220232024 $2.04M $2.12M ▲ +3.9%
Year Plans Participants Total Assets
2022 1 80 $2M
2023 1 79 $3M
2024 1 48 $2M

2024 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income$359K
Employer EIN586045874
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Ppfa Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Ppfa Retirement Plan, Total assets ($B): 0.002121439 · Participants: 48Ppfa Retirement PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Ppfa Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

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

Outside Georgia, the nearest 401(k) by assets is Qvest Inc 401(k) Profit Sharing Plan & Trust in TX ($2M); by covered participants it is Pinnacle Bank Profit Sharing Retirement Plan in AL (48 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (48 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 Ppfa Retirement Plan assets move in 2024?
Ppfa Retirement Plan contracted severely - down 37.8% during 2024, from $3M to $2M. Reported net income was $359K.
How have Planned Parenthood Southeast, Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Planned Parenthood Southeast, Inc's sponsor-wide assets grew 4.2%, from $2M to $2M.
Which 401(k) plans are similar in size to Ppfa Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Qvest Inc 401(k) Profit Sharing Plan & Trust in TX ($2M, 109 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 Pinnacle Bank Profit Sharing Retirement Plan in AL (48 participants, $7M in assets).