401(k)
2024 plan-year 401(k) DOL Form 5500

Betterhealth, a Planned Parenthood Partnership

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by Betterhealth, a Planned Parenthood Partnership Β· Texas Β· Information & Media

What the 2023 filing shows

Betterhealth, a Planned Parenthood Partnership holds $4M for 123 participants - about $31,102 per participant, up 30.9% over the 2024 plan year.

$4M
total plan assets (2024 EOY)
123
covered participants
$31,102
avg assets per participant
+30.9%
assets growth YoY
Total Assets (2023)
$4M
Participants
123
State
Industry
Information & Media

What the Filing Says About Betterhealth, a Planned Parenthood Partnership

Betterhealth, a Planned Parenthood Partnership is a 401(k) retirement plan sponsored by Betterhealth, a Planned Parenthood Partnership, headquartered in Texas. As of the 2024 Form 5500 filing, the plan reports $4M in total end-of-year assets and covers 123 participants across the Information & Media industry. The sponsor's EIN on file with the U.S. Department of Labor is 233084482, and the plan has been effective since 2023-08-11. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $3M at the beginning of 2024 to $4M at year-end β€” a gain of 30.9%. Net assets (after liabilities) closed the year at $4M, with reported net income of $904K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$3M
Total Assets (End of Year)$4M
Net Assets (End of Year)$4M
Net Income$904K
Plan Type401(k)
Employer EIN233084482
Plan Effective Date2023-08-11
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Frequently Asked Questions

How much money is in the Betterhealth, a Planned Parenthood Partnership?
As of the 2024 Form 5500 filing, Betterhealth, a Planned Parenthood Partnership holds $4M in total assets with 123 participants. It is sponsored by Betterhealth, a Planned Parenthood Partnership.
What type of plan is Betterhealth, a Planned Parenthood Partnership?
Betterhealth, a Planned Parenthood Partnership is a 401(k) plan. It has been effective since 2023-08-11. The plan is filed with the U.S. Department of Labor under EIN 233084482.
Who sponsors the Betterhealth, a Planned Parenthood Partnership?
Betterhealth, a Planned Parenthood Partnership is sponsored by Betterhealth, a Planned Parenthood Partnership, located in Texas. The sponsor's EIN is 233084482 and the plan operates in the Information & Media industry.
How did Betterhealth, a Planned Parenthood Partnership perform in 2024?
Betterhealth, a Planned Parenthood Partnership grew by 30.9% during 2024, moving from $3M to $4M in total assets. Net income was $904K.
Where can I find official filings for Betterhealth, a Planned Parenthood Partnership?
Official Form 5500 filings for Betterhealth, a Planned Parenthood Partnership are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 233084482 or plan name at efast.dol.gov.
How does Betterhealth, a Planned Parenthood Partnership compare to other plans?
You can compare Betterhealth, a Planned Parenthood Partnership against other 401(k) plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) β€” original filing retrieval by EIN 233084482.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.