401(k) · DOL Form 5500 · 2024
Planned Parenthood Association of Utah 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 118
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $38,225
- Avg per participant Low balance/head
Official DOL plan name: Planned Parenthood Association of Utah 403(b) Plan · Sponsored by Planned Parenthood Association of Utah · Utah · Healthcare & Social Assistance
$5M in assets, 118 participants
Planned Parenthood Association of Utah's Planned Parenthood Association of Utah 403(b) Plan reported $5M in total assets and 118 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.
- #7,194 in Healthcare & Social Assistance (16,916 peers)
Coverage in Utah
Planned Parenthood Association of Utah 403(b) Plan covers 118 participants in Utah, about 20% of the average Utah filer (state average ~592 per filing). Assets: $5M.
- #7,194
- in Healthcare & Social Assistance (16,916 peers)
- -6.6%
- assets change YoY
The plan reported a net loss of $317K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Planned Parenthood Association of Utah 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Planned Parenthood Association of Utah 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,510,568 40th percentile higher than 40% 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 Association of Utah 403(b) 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 Association of Utah 403(b) Plan sits mid-pack in the medium band (118 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Planned Parenthood Association of Utah 403(b) Plan reported net income fell from $935K in the plan year 2023 filing to -$317K in the plan year 2024 filing.
- Planned Parenthood Association of Utah 403(b) Plan reported participants rose from 107 in the plan year 2023 filing to 118 in the plan year 2024 filing.
- Planned Parenthood Association of Utah 403(b) Plan end-of-year assets fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 870288909 · Planned Parenthood Association of Utah PY 2024 · 401(k)
Planned Parenthood Association of Utah 403(b) Plan · $5M · 118 · 40th
- BOOK $5M
- BOOK 118
- BOOK 40th
- BOOK 401(k)
- BOOK near The Early Learning Coalition 401(k) Psp
- BOOK ind #7194
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 Utah →
Planned Parenthood Association of Utah 403(b) Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$317K |
| Employer EIN | 870288909 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Planned Parenthood Association of Utah)
Sponsor-wide plan assets over time
All Planned Parenthood Association of Utah plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 15.88697740848201% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 111 | $4M |
| 2023 | 1 | 107 | $5M |
| 2024 | 1 | 118 | $5M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Health 401(k) Plan $6.8B · 68,360
- Deseret 401(k) Plan $6.1B · 25,301
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.9B · 9,972
- Skywest, Inc. Employees' Retirement Plan $1.4B · 14,259
- Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan $687M · 1,926
Planned Parenthood Association of Utah 403(b) Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is The Early Learning Coalition 401(k) Psp in FL ($5M); by covered participants it is Hyperform, Inc. 401(k) Profit Sharing Plan and Trust in FL (118 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (118 participants); asset peers above are excluded.
- Hyperform, Inc. 401(k) Profit Sharing Plan and Trust (FL) 118 · 0 off
- Afml, Inc. 401(k) Profit Sharing Plan (GA) 118 · 0 off
- Galfab Holdings, Inc. 401(k) Plan (IN) 118 · 0 off
- Syscom Global Solutions Inc. 401(k) Plan (NY) 118 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.