401(k) · DOL Form 5500 · 2024

Planned Parenthood Association of Utah 401(k) Plan

Data updated 2026-08-11

$5M
Total assets
118
Participants
40th
Percentile by assets
$38,225
Avg per participant
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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.

  • 40th percentile by assets (of 123,622 plans)
  • #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.

$5M
total plan assets (2024 EOY)
118
covered participants
40th
percentile by assets (of 123,622 plans)
$38,225
avg assets per participant

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.

Where Planned Parenthood Association of Utah 403(b) Plan sits by total assets

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

This plan $0 $2,010,000,000 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

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.

See the national 2023→2024 release diff →

State
Utah
Industry
Healthcare & Social Assistance

Participants vs Utah filers

In Utah, the average filing covers about 592 participants across 1,280 plans. Planned Parenthood Association of Utah 403(b) Plan reports 118 participants - about 20% of that state average ($5M EOY assets).

Utah filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$317K
Employer EIN870288909
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Planned Parenthood Association of Utah)

$3.5M$4M$4.5M$5M 202220232024 $3.89M $4.51M ▲ +15.9%
Total plan assets by year, all Planned Parenthood Association of Utah plans on file
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.

Planned Parenthood Association of Utah 403(b) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Planned Parenthood A…, Total assets ($B): 0.004510568 · Participants: 118Planned Parenthood A…Intermountain Health…, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health…Deseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation…, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation…Skywest, Inc. Employ…, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employ…Rio Tinto America In…, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America In…
Planned Parenthood Association of Utah 403(b) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Planned Parenthood Association of Utah 4… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Planned Parenthood Association of Utah 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did Planned Parenthood Association of Utah 403(b) Plan assets move in 2024? ▼
Planned Parenthood Association of Utah 403(b) Plan pulled back noticeably - down 6.6% during 2024, from $5M to $5M. Reported net income was -$317K.
How have Planned Parenthood Association of Utah plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Planned Parenthood Association of Utah's sponsor-wide assets grew 15.9%, from $4M to $5M.
Which 401(k) plans are similar in size to Planned Parenthood Association of Utah 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Early Learning Coalition 401(k) Psp in FL ($5M, 97 participants).

Next read for Planned Parenthood Association of Utah 4…

Filing takeaways

Ways to act on Planned Parenthood Association of Utah 403(b) Plan's numbers.

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 870288909.

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.