Other · DOL Form 5500 · 2024

Planned Parenthood of Southwest and Central Florida, Inc. Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
200
Participants Below avg headcount
43rd
Percentile by assets National rank
$26,037
Avg per participant Low balance/head
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Official DOL plan name: Planned Parenthood of Southwest and Central Florida, Inc. 403(b) Employee Retirement Plan · Sponsored by Planned Parenthood of Southwest and Central Florida, Inc. · Florida · Healthcare & Social Assistance

$5M in assets, 200 participants

Planned Parenthood of Southwest and Central Florida, Inc.'s Planned Parenthood of Southwest and Central Florida, Inc. 403(b) Employee Retirement Plan reported $5M in total assets and 200 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #7,776 in Healthcare & Social Assistance (16,916 peers)

Coverage in Florida

Planned Parenthood of Southwest and Central Florida, Inc. 403(b) Employee Retirement Plan covers 200 participants in Florida, about 32% of the average Florida filer (state average ~628 per filing). Assets: $5M.

#7,776
in Healthcare & Social Assistance (16,916 peers)
+8.1%
assets growth YoY

Planned Parenthood of Southwest and Central Florida, Inc. 403(b) Employee Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Planned Parenthood of Southwest and Central Florida, Inc. 403(b) Employee Retirement Plan vs every filed plan by assets

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

$5,207,440 43rd percentile higher than 43% of 123,620 filed plans

This plan $0 $2,050,000,000 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

Planned Parenthood of Southwest and Central Florida, Inc. 403(b) 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. 403(b) Employee Retirement Plan sits mid-pack in the medium band (200 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Planned Parenthood of Southwest and Central Florida, Inc. 403(b) Employee Retirement Plan reported participants fell from 235 in the plan year 2023 filing to 200 in the plan year 2024 filing.
  • Planned Parenthood of Southwest and Central Florida, Inc. 403(b) Employee Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 591274328 · Planned Parenthood of Southwest and Central Florida, Inc. PY 2024 · Other

Planned Parenthood of Southwest and Central Florida, Inc. 403(b) Employee Retirement Plan · $5M · 200 · 43rd

  • PHOTO $5M
  • PHOTO 200
  • PHOTO 43rd
  • PHOTO Other
  • PHOTO near Greenwood House Tax Sheltered Retirement Plan
  • PHOTO ind #7776

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. 403(b) Employee Retirement Plan in the asset neighbourhood

Planned Parenthood of Southwest and Central Florida, Inc. 403(b) Employee Retirement PlanPlanned Parenthood of Southw…$5MGreenwood House Tax Sheltered Retirement PlanGreenwood House Tax Sheltere…$5M403(b) Thrift Plan of Delta Area Economic Opportunity Corporation403(b) Thrift Plan of Delta …$5MInstitute for Public Health Innovation 403(b) Retirement PlanInstitute for Public Health …$5MEasterseals Serving DC/Md/Va 403(b) PlanEasterseals Serving DC/Md/Va…$5M
End-of-year total assets ($M) among Planned Parenthood of Southwest and Central Florida, Inc. 403(b) Employee Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$391K
Employer EIN591274328
Plan Effective Date1976-01-01
Filing StatusFILING 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
$8M$9M$10M$11M$12M 202220232024 $8.84M $11.4M ▲ +29.0%
Year Plans Participants Total Assets
2022 2 378 $9M
2023 2 418 $10M
2024 2 373 $11M

Nearby Other Plans in Florida

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

Planned Parenthood of Southwest and Central Florida, Inc. 403(b) Employee Retirement Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Planned Parenthood of Southwest and Central Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 0.00520744 · Participants: 200Planned Parenthood of Southwest and Central Florida, Inc. 403(b) Employee Retirement PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.663638024 · Participants: 26141Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 2.071141138 · Participants: 12711University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.91440386 · Participants: 27987Orlando Health Retirement Savings Plan 403bThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.313908176 · Participants: 9064The Nemours Foundation Section 403(b) PlanLee Health System 403(b) Retirement Plan, Total assets ($B): 1.280676448 · Participants: 16909Lee Health System 403(b) Retirement Plan
Planned Parenthood of Southwest and Central Florida, Inc. 403(b) Employee Retirement Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Planned Parenthood of Southwest and Central Florida, Inc. 403(b) Employee Retirement Plan side-by-side with 3 peers →

Planned Parenthood of Southwest and Central Florida, Inc. 403(b) Employee Retirement Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Greenwood House Tax Sheltered Retirement Plan in NJ ($5M); by covered participants it is Dana Hall School Retirement Plan for Employees in MA (200 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (200 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.

Frequently Asked Questions

How did Planned Parenthood of Southwest and Central Florida, Inc. 403(b) Employee Retirement Plan assets move in 2024? ▼
Planned Parenthood of Southwest and Central Florida, Inc. 403(b) Employee Retirement Plan grew at a solid clip - up 8.1% during 2024, from $5M to $5M. Reported net income was $391K.
How have Planned Parenthood of Southwest and Central Florida, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Planned Parenthood of Southwest and Central Florida, Inc.'s sponsor-wide assets grew 29.0%, from $9M to $11M.
Which Other plans are similar in size to Planned Parenthood of Southwest and Central Florida, Inc. 403(b) Employee Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Greenwood House Tax Sheltered Retirement Plan in NJ ($5M, 218 participants).
Which Other plans cover a similar participant headcount to Planned Parenthood of Southwest and Central Florida, Inc. 403(b) Employee Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Dana Hall School Retirement Plan for Employees in MA (200 participants, $63M in assets).

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 591274328.

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.