Other · DOL Form 5500 · 2024
Planned Parenthood Southeastern Pennsylvania Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 185
- Participants Below avg headcount
- 51st
- Percentile by assets National rank
- $44,244
- Avg per participant Low balance/head
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.
- #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.
- #9,558
- in Healthcare & Social Assistance (16,916 peers)
- +6.9%
- assets growth YoY
Planned Parenthood Southeastern Pennsylvania Employees Savings and Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Planned Parenthood Southeastern Pennsylvania Employees Savings and Retirement 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 Southeastern Pennsylvania Employees Savings and Retirement Plan sits mid-pack in the medium band (185 participants).
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.
Published 5500 schedule card
Filing strip 231352509 · Planned Parenthood Southeastern Pennsylvania PY 2024 · Other
Planned Parenthood Southeastern Pennsylvania Employees Savings and Retirement Plan · $8M · 185 · 51st
- SCH $8M
- SCH 185
- SCH 51st
- SCH Other
- SCH near 403(b) Thrift Plan of Berkshire Farm Center & Services for Youth
- SCH ind #9558
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 Pennsylvania →
Planned Parenthood Southeastern Pennsylvania Employees Savings and Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $527K |
| Employer EIN | 231352509 |
| Plan Effective Date | 1989-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Planned Parenthood Southeastern Pennsylvania)
Sponsor-wide plan assets over time
All Planned Parenthood Southeastern Pennsylvania plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 16.706967831073033% vs 2022
- 2024 filing year
| 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.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
Planned Parenthood Southeastern Pennsylvania Employees Savings and Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is 403(b) Thrift Plan of Berkshire Farm Center & Services for Youth in NY ($8M); by covered participants it is Spie Retirement Plan in WA (185 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- 403(b) Thrift Plan of Berkshire Farm Center & Services for Youth (NY) $8M · 306
- The Logan School for Creative Learning Defined Contribution Retirement Plan (CO) $8M · 56
- The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health (WA) $8M · 133
- Ncphs Tax Sheltered Annuity Plan (CA) $8M · 34
Similar participant headcount
Nearest other-state filings by covered participants (185 participants); asset peers above are excluded.
- Spie Retirement Plan (WA) 185 · 0 off
- 403(b) Thrift Plan for Employees of Girl Scouts of Northeast Texas (TX) 185 · 0 off
- Shorecrest Preparatory School 403(b) DC Plan (FL) 185 · 0 off
- Schools for Children, Inc. 403(b) Retirement Plan (MA) 185 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.