Other · DOL Form 5500 · 2024
Planned Parenthood of Northern New England Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 199
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $71,665
- Avg per participant Below avg balance/head
Official DOL plan name: Planned Parenthood of Northern New England Tax Sheltered Annuity Plan · Sponsored by Planned Parenthood of Northern New England · Vermont · Healthcare & Social Assistance
$14M in assets, 199 participants
Planned Parenthood of Northern New England's Planned Parenthood of Northern New England Tax Sheltered Annuity Plan reported $14M in total assets and 199 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #11,583 in Healthcare & Social Assistance (16,916 peers)
Planned Parenthood of Northern New England multi-year trail
Planned Parenthood of Northern New England's plans moved +35.9% in assets from 2022 to 2024; this filing shows Planned Parenthood of Northern New England Tax Sheltered Annuity Plan at $14M / 199 participants.
- #11,583
- in Healthcare & Social Assistance (16,916 peers)
- +20.8%
- assets growth YoY
Planned Parenthood of Northern New England Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Planned Parenthood of Northern New England Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,261,382 Top 37% higher than 63% 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
Planned Parenthood of Northern New England Tax Sheltered Annuity 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 Northern New England Tax Sheltered Annuity Plan sits mid-pack in the medium band (199 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Planned Parenthood of Northern New England Tax Sheltered Annuity Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Planned Parenthood of Northern New England Tax Sheltered Annuity Plan reported participants fell from 281 in the plan year 2023 filing to 199 in the plan year 2024 filing.
- Planned Parenthood of Northern New England Tax Sheltered Annuity Plan end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 030222941 · Planned Parenthood of Northern New England PY 2024 · Other
Planned Parenthood of Northern New England Tax Sheltered Annuity Plan · $14M · 199 · 63rd
- EBSA $14M
- EBSA 199
- EBSA 63rd
- EBSA Other
- EBSA near 403(b) Thrift Plan of Goodwill Industries of Michiana, Inc.
- EBSA ind #11583
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 Vermont →
Planned Parenthood of Northern New England Tax Sheltered Annuity Plan in the asset neighbourhood
Planned Parenthood of Northern New England multi-year asset trail
Sponsor-wide plan assets over time
All Planned Parenthood of Northern New England plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 35.92992795458817% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 258 | $10M |
| 2023 | 1 | 281 | $12M |
| 2024 | 1 | 199 | $14M |
Planned Parenthood of Northern New England filing trail (2024)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 030222941 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Vermont
Peer Other plans, same state, same plan type, ranked by total assets.
- Middlebury College Voluntary Retirement Plan $312M · 1,028
- Rutland Regional Health Services Retirement Savings Plan $289M · 1,695
- Norwich University Defined Contribution Retirement Plan $176M · 1,061
- Champlain College Defined Contribution Retirement Plan $116M · 463
- World Learning, Inc. Retirement Plan $96M · 446
Planned Parenthood of Northern New England Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Vermont, the nearest Other by assets is 403(b) Thrift Plan of Goodwill Industries of Michiana, Inc. in IN ($14M); by covered participants it is The Haverford School 403(b) Plan in PA (199 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (199 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.