Profit Sharing · DOL Form 5500 · 2024
Planned Parenthood South Atlantic Profit Sharing Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 322
- Participants Below avg headcount
- 58th
- Percentile by assets National rank
- $34,041
- Avg per participant Low balance/head
Official DOL plan name: Planned Parenthood South Atlantic 403(b) Plan · Sponsored by Planned Parenthood South Atlantic · North Carolina · Healthcare & Social Assistance
$11M in assets, 322 participants
Planned Parenthood South Atlantic's Planned Parenthood South Atlantic 403(b) Plan reported $11M in total assets and 322 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- #10,673 in Healthcare & Social Assistance (16,916 peers)
Coverage in North Carolina
Planned Parenthood South Atlantic 403(b) Plan covers 322 participants in North Carolina, about 39% of the average North Carolina filer (state average ~819 per filing). Assets: $11M.
- #10,673
- in Healthcare & Social Assistance (16,916 peers)
- +25.6%
- assets growth YoY
Planned Parenthood South Atlantic 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Planned Parenthood South Atlantic 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,961,123 Top 42% higher than 58% 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 South Atlantic 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 South Atlantic 403(b) Plan sits mid-pack in the medium band (322 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Planned Parenthood South Atlantic 403(b) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Planned Parenthood South Atlantic 403(b) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 561282557 · Planned Parenthood South Atlantic PY 2024 · Profit Sharing
Planned Parenthood South Atlantic 403(b) Plan · $11M · 322 · 58th
- BOOK $11M
- VS-ST 322
- BOY 58th
- SCH Profit Sharing
- EBSA near CVS Health Puerto Rico Savings Plan
- PART ind #10673
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 North Carolina →
Planned Parenthood South Atlantic 403(b) Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 561282557 |
| Plan Effective Date | 1996-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Planned Parenthood South Atlantic)
Sponsor-wide plan assets over time
All Planned Parenthood South Atlantic plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 52.8562716736284% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 274 | $7M |
| 2023 | 1 | 322 | $9M |
| 2024 | 1 | 322 | $11M |
Nearby Profit Sharing Plans in North Carolina
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Tax Deferred Savings Plan of Novant Health, Inc. $2.5B · 38,137
- Charter Communications, Inc. Retirement Accumulation Plan $1.5B · 96,794
- Firsthealth of the Carolinas, Inc. Retirement Growth Plan $121M · 5,933
- Baker & Taylor Retirement Savings Plan $73M · 1,336
- Whap PA Profit Sharing Plan $50M · N/A
Planned Parenthood South Atlantic 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside North Carolina, the nearest Profit Sharing by assets is CVS Health Puerto Rico Savings Plan in RI ($11M); by covered participants it is Dordt University Defined Contribution Retirement Plan in IA (322 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (322 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.