Other · DOL Form 5500 · 2024

Planned Parenthood Southeastern Pennsylvania Retirement Plan

Data updated 2026-08-11

$8M
Total assets
185
Participants
51st
Percentile by assets
$44,244
Avg per participant
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Official DOL plan name: Planned Parenthood Southeastern Pennsylvania Employees Savings and Retirement Plan · Sponsored by Planned Parenthood Southeastern Pennsylvania · Pennsylvania · Healthcare & Social Assistance

$8M in assets, 185 participants

Planned Parenthood Southeastern Pennsylvania's Planned Parenthood Southeastern Pennsylvania Employees Savings and Retirement Plan reported $8M in total assets and 185 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • 51st percentile by assets (of 123,622 plans)
  • #9,558 in Healthcare & Social Assistance (16,916 peers)

Coverage in Pennsylvania

Planned Parenthood Southeastern Pennsylvania Employees Savings and Retirement Plan covers 185 participants in Pennsylvania, about 23% of the average Pennsylvania filer (state average ~822 per filing). Assets: $8M.

$8M
total plan assets (2024 EOY)
185
covered participants
51st
percentile by assets (of 123,622 plans)
$44,244
avg assets per participant

Where Planned Parenthood Southeastern Pennsylvania Employees Savings and Retirement Plan sits by total assets

Planned Parenthood Southeastern Pennsylvania Employees Savings and Retirement Plan vs every filed plan by assets

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

$8,185,179 Top 49% higher than 51% 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 Southeastern Pennsylvania Employees Savings and Retirement Plan reported net income fell from $644K in the plan year 2023 filing to $527K in the plan year 2024 filing.
  • Planned Parenthood Southeastern Pennsylvania Employees Savings and Retirement Plan reported participants rose from 164 in the plan year 2023 filing to 185 in the plan year 2024 filing.
  • Planned Parenthood Southeastern Pennsylvania Employees Savings and Retirement Plan end-of-year assets rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Pennsylvania
Industry
Healthcare & Social Assistance

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Planned Parenthood Southeastern Pennsylvania Employees Savings and Retirement Plan reports 185 participants - about 23% of that state average ($8M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$527K
Employer EIN231352509
Plan Effective Date1989-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Planned Parenthood Southeastern Pennsylvania)

$6.5M$7M$7.5M$8M$8.5M 202220232024 $7.01M $8.19M ▲ +16.8%
Total plan assets by year, all Planned Parenthood Southeastern Pennsylvania plans on file
Year Plans Participants Total Assets
2022 1 179 $7M
2023 1 164 $8M
2024 1 185 $8M

Nearby Other Plans in Pennsylvania

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

Planned Parenthood Southeastern Pennsylvania Employees Savings and Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Planned Parenthood S…, Total assets ($B): 0.008185179 · Participants: 185Planned Parenthood S…The University of Pe…, Total assets ($B): 6.986767736 · Participants: 22110The University of Pe…Upmc 403(b) Retireme…, Total assets ($B): 4.728641608 · Participants: 78872Upmc 403(b) Retireme…The University of Pe…, Total assets ($B): 3.552304662 · Participants: 43405The University of Pe…Carnegie Mellon Univ…, Total assets ($B): 2.817739782 · Participants: 6772Carnegie Mellon Univ…Jefferson Defined Co…, Total assets ($B): 2.792479411 · Participants: 17497Jefferson Defined Co…
Planned Parenthood Southeastern Pennsylvania Employees Savings and Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Planned Parenthood Southeastern Pennsylv… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Planned Parenthood Southeastern Pennsylvania Employees Savings and Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Planned Parenthood Southeastern Pennsylvania Employees Savings and Retirement Plan assets move in 2024? ▼
Planned Parenthood Southeastern Pennsylvania Employees Savings and Retirement Plan grew at a solid clip - up 6.9% during 2024, from $8M to $8M. Reported net income was $527K.
How have Planned Parenthood Southeastern Pennsylvania plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Planned Parenthood Southeastern Pennsylvania's sponsor-wide assets grew 16.7%, from $7M to $8M.
Which Other plans are similar in size to Planned Parenthood Southeastern Pennsylvania Employees Savings and Retirement Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Berkshire Farm Center & Services for Youth in NY ($8M, 306 participants).

Next read for Planned Parenthood Southeastern Pennsylv…

Filing takeaways

Ways to act on Planned Parenthood Southeastern Pennsylvania Employees Savings and Retirement 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 231352509.

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.