Other · DOL Form 5500 · 2024

Planned Parenthood Northern California, Inc. Retirement Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
419
Participants Below avg headcount
71st
Percentile by assets National rank
$50,689
Avg per participant Low balance/head
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Official DOL plan name: Planned Parenthood 403(b) Plan · Sponsored by Planned Parenthood Northern California, Inc. · California · Healthcare & Social Assistance

$21M in assets, 419 participants

Planned Parenthood Northern California, Inc.'s Planned Parenthood 403(b) Plan reported $21M in total assets and 419 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #12,821 in Healthcare & Social Assistance (16,916 peers)

Planned Parenthood Northern California, Inc. multi-year trail

Planned Parenthood Northern California, Inc.'s plans moved +58.7% in assets from 2022 to 2024; this filing shows Planned Parenthood 403(b) Plan at $21M / 419 participants.

#12,821
in Healthcare & Social Assistance (16,916 peers)
+23.2%
assets growth YoY

Planned Parenthood 403(b) Plan's outsized position by total assets

Planned Parenthood 403(b) Plan vs every filed plan by assets

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

$21,238,702 Top 29% higher than 71% 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

Planned Parenthood 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 403(b) Plan sits mid-pack in the medium band (419 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Planned Parenthood 403(b) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Planned Parenthood 403(b) Plan reported participants rose from 392 in the plan year 2023 filing to 419 in the plan year 2024 filing.
  • Planned Parenthood 403(b) Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 941575233 · Planned Parenthood Northern California, Inc. PY 2024 · Other

Planned Parenthood 403(b) Plan · $21M · 419 · 71st

  • 5500 $21M
  • ASSETS 419
  • PCT 71st
  • EIN Other
  • RANK near The Roeper School Savings and Match Plan
  • PHOTO ind #12821

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 California →

Planned Parenthood 403(b) Plan in the asset neighbourhood

Harbor 403(b) Plan$21MSt. Anne's Episcopal School Defined Contribution Retirement PlanSt. Anne's Episcopal School …$21MThe Roeper School Savings and Match PlanThe Roeper School Savings an…$21MPlanned Parenthood 403(b) PlanPlanned Parenthood 403(b) Pl…$21MHealthreach Community Health Centers 403(b) Retirement PlanHealthreach Community Health…$21M
End-of-year total assets ($M) among Planned Parenthood 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Planned Parenthood Northern California, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Planned Parenthood Northern California, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 58.7387154278423% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.4M $21.2M ▲ +58.7%
Year Plans Participants Total Assets
2022 1 361 $13M
2023 1 392 $17M
2024 1 419 $21M

Planned Parenthood Northern California, Inc. filing trail (2024)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$4M
Employer EIN941575233
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

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

Planned Parenthood 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Planned Parenthood 403(b) Plan, Total assets ($B): 0.021238702 · Participants: 419Planned Parenthood 403(b) PlanStanford Contributory Retirement Plan, Total assets ($B): 12.568126014 · Participants: 22753Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 7.632419022 · Participants: 54954Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 6.931286515 · Participants: 24152Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 5.246676378 · Participants: 10970Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.81831751 · Participants: 20886University of Southern California Tax-Deferred Annuity Plan
Planned Parenthood 403(b) Plan vs. nearby Other plans in California, assets vs. participants

Planned Parenthood 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is The Roeper School Savings and Match Plan in MI ($21M); by covered participants it is Lewis University 403(b) Defined Contribution Retirement Plan in IL (419 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (419 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 Planned Parenthood 403(b) Plan assets move in 2024?
Planned Parenthood 403(b) Plan grew sharply - up 23.2% during 2024, from $17M to $21M. Reported net income was $4M.
How have Planned Parenthood Northern California, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Planned Parenthood Northern California, Inc.'s sponsor-wide assets grew 58.7%, from $13M to $21M.
Which Other plans are similar in size to Planned Parenthood 403(b) Plan?
Among Other plans in other states, the closest by assets is The Roeper School Savings and Match Plan in MI ($21M, 106 participants).
Which Other plans cover a similar participant headcount to Planned Parenthood 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Lewis University 403(b) Defined Contribution Retirement Plan in IL (419 participants, $27M in assets).