Other · DOL Form 5500 · 2024
Planned Parenthood of the Columbia Willamette Inc Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 261
- Participants Below avg headcount
- 66th
- Percentile by assets National rank
- $61,252
- Avg per participant Low balance/head
Official DOL plan name: Planned Parenthood Columbia Willamette 403(b) Plan · Sponsored by Planned Parenthood of the Columbia Willamette Inc · Oregon · Healthcare & Social Assistance
$16M in assets, 261 participants
Planned Parenthood of the Columbia Willamette Inc's Planned Parenthood Columbia Willamette 403(b) Plan reported $16M in total assets and 261 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.
- #11,963 in Healthcare & Social Assistance (16,916 peers)
Planned Parenthood of the Columbia Willamette Inc multi-year trail
Planned Parenthood of the Columbia Willamette Inc's plans moved +46.9% in assets from 2022 to 2024; this filing shows Planned Parenthood Columbia Willamette 403(b) Plan at $16M / 261 participants.
- #11,963
- in Healthcare & Social Assistance (16,916 peers)
- +20.0%
- assets growth YoY
Planned Parenthood Columbia Willamette 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Planned Parenthood Columbia Willamette 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,986,707 Top 34% higher than 66% 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 Columbia Willamette 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 Columbia Willamette 403(b) Plan sits mid-pack in the medium band (261 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Planned Parenthood Columbia Willamette 403(b) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
- Planned Parenthood Columbia Willamette 403(b) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Planned Parenthood Columbia Willamette 403(b) Plan reported participants fell from 264 in the plan year 2023 filing to 261 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 936031270 · Planned Parenthood of the Columbia Willamette Inc PY 2024 · Other
Planned Parenthood Columbia Willamette 403(b) Plan · $16M · 261 · 66th
- PCT $16M
- EIN 261
- RANK 66th
- PHOTO Other
- IND near Zufall Health Center 403(b) Plan
- EOY ind #11963
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 Oregon →
Planned Parenthood Columbia Willamette 403(b) Plan in the asset neighbourhood
Planned Parenthood of the Columbia Willamette Inc multi-year asset trail
Sponsor-wide plan assets over time
All Planned Parenthood of the Columbia Willamette Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 46.8875162066658% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 239 | $11M |
| 2023 | 1 | 264 | $13M |
| 2024 | 1 | 261 | $16M |
Planned Parenthood of the Columbia Willamette Inc filing trail (2024)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $3M |
| Employer EIN | 936031270 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Oregon
Peer Other plans, same state, same plan type, ranked by total assets.
- Legacy Health 403(b) Plan $2.0B · 14,590
- Asante 403b Plan $759M · 5,850
- St. Charles Health System, Inc. Retirement Plan $744M · 4,769
- Samaritan Health Services Tax Sheltered Annuity Pl $703M · 6,429
- Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan $337M · 807
Planned Parenthood Columbia Willamette 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Oregon, the nearest Other by assets is Zufall Health Center 403(b) Plan in NJ ($16M); by covered participants it is People Incorporated of Virginia ERISA 403(b) Plan in VA (261 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (261 participants); asset peers above are excluded.
- People Incorporated of Virginia ERISA 403(b) Plan (VA) 261 · 0 off
- Ransom Everglades School Section 403(b) Retirement Plan (FL) 261 · 0 off
- Mitchell College Retirement Plan (CT) 261 · 0 off
- Able, Inc. 403(b) Plan (ND) 261 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.