Profit Sharing · DOL Form 5500 · 2024
Planned Parenthood of Southwest and Central Florida, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 173
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $35,801
- Avg per participant Low balance/head
Official DOL plan name: Planned Parenthood of Southwest and Central Florida, Inc. 401(a) Employee Retirement Plan · Sponsored by Planned Parenthood of Southwest and Central Florida, Inc. · Florida · Healthcare & Social Assistance
$6M in assets, 173 participants
Planned Parenthood of Southwest and Central Florida, Inc.'s Planned Parenthood of Southwest and Central Florida, Inc. 401(a) Employee Retirement Plan reported $6M in total assets and 173 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.
- #8,449 in Healthcare & Social Assistance (16,916 peers)
Coverage in Florida
Planned Parenthood of Southwest and Central Florida, Inc. 401(a) Employee Retirement Plan covers 173 participants in Florida, about 28% of the average Florida filer (state average ~628 per filing). Assets: $6M.
- #8,449
- in Healthcare & Social Assistance (16,916 peers)
- +15.0%
- assets growth YoY
Planned Parenthood of Southwest and Central Florida, Inc. 401(a) Employee Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Planned Parenthood of Southwest and Central Florida, Inc. 401(a) Employee Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,193,651 46th percentile higher than 46% 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 of Southwest and Central Florida, Inc. 401(a) Employee 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 of Southwest and Central Florida, Inc. 401(a) Employee Retirement Plan sits mid-pack in the medium band (173 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Planned Parenthood of Southwest and Central Florida, Inc. 401(a) Employee Retirement Plan reported net income fell from $977K in the plan year 2023 filing to $809K in the plan year 2024 filing.
- Planned Parenthood of Southwest and Central Florida, Inc. 401(a) Employee Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Planned Parenthood of Southwest and Central Florida, Inc. 401(a) Employee Retirement Plan reported participants fell from 183 in the plan year 2023 filing to 173 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 591274328 · Planned Parenthood of Southwest and Central Florida, Inc. PY 2024 · Profit Sharing
Planned Parenthood of Southwest and Central Florida, Inc. 401(a) Employee Retirement Plan · $6M · 173 · 46th
- PCT $6M
- PCT 173
- PCT 46th
- PCT Profit Sharing
- PCT near Co-Op 401(k) Plan
- PCT ind #8449
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 Florida →
Planned Parenthood of Southwest and Central Florida, Inc. 401(a) Employee Retirement Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $809K |
| Employer EIN | 591274328 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Planned Parenthood of Southwest and Central Florida, Inc.)
Sponsor-wide plan assets over time
All Planned Parenthood of Southwest and Central Florida, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 29.041086711726372% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 378 | $9M |
| 2023 | 2 | 418 | $10M |
| 2024 | 2 | 373 | $11M |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pwc $5.7B · 45,185
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $1.3B · 16,046
- Shands Health Care Matched Savings Account 401(a) $487M · 10,470
- Orlando Health, Inc. Retirement Savings Plan 401a $458M · 27,976
- American Maritime Officers Defined Contribution Plan $357M · 4,201
Planned Parenthood of Southwest and Central Florida, Inc. 401(a) Employee Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Co-Op 401(k) Plan in CO ($6M); by covered participants it is Geffen, Mesher & Co., P.C. 401(k) Plan in OR (173 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (173 participants); asset peers above are excluded.
- Geffen, Mesher & Co., P.C. 401(k) Plan (OR) 173 · 0 off
- Iron Workers No.597 Annuity Plan (TN) 173 · 0 off
- Prescott College 403(b) Plan (AZ) 174 · 1 off
- Greater Boston Legal Services Pension Plan (MA) 172 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.