401(k) · DOL Form 5500 · 2023

Planned Parenthood of Greater New York 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
577
Participants Below avg headcount
85th
Percentile by assets National rank
$81,913
Avg per participant Below avg balance/head
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Official DOL plan name: Ppfa Retirement Plan · Sponsored by Planned Parenthood of Greater New York · New York · Healthcare & Social Assistance

$47M in assets, 577 participants

Planned Parenthood of Greater New York's Ppfa Retirement Plan reported $47M in total assets and 577 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #15,427 in Healthcare & Social Assistance (17,684 peers)

Where Ppfa Retirement Plan sits by assets

Ppfa Retirement Plan sits in the top quartile of all filed plans by assets, $47M for 577 participants (~$81,913/participant), up 18.1% in 2023.

#15,427
in Healthcare & Social Assistance (17,684 peers)
+18.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Ppfa Retirement Plan's outsized position by total assets

Ppfa Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$47,263,983 Top 15% higher than 85% of 127,068 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 2023

Ppfa Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ppfa Retirement Plan sits mid-pack in the medium band (577 participants).

Form 5500 schedule snapshot

Filing strip 132621497 · Planned Parenthood of Greater New York PY 2023 · 401(k)

Ppfa Retirement Plan · $47M · 577 · 85th

  • ASSETS $47M
  • ASSETS 577
  • ASSETS 85th
  • ASSETS 401(k)
  • ASSETS near Cubesmart, L.P. 401(k) Plan
  • ASSETS ind #15427

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 New York →

Ppfa Retirement Plan in the asset neighbourhood

Cubesmart, L.P. 401(k) Plan$47MCampbell Companies Bargaining Unit 401(k) PlanCampbell Companies Bargainin…$47MSan Jose Medical Group, Inc. 401(k) PlanSan Jose Medical Group, Inc.…$47MPpfa Retirement Plan$47MHba Health Systems, LLC 401(k) Retirement Savings PlanHba Health Systems, LLC 401(…$47M
End-of-year total assets ($M) among Ppfa Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$47M
Net Income$7M
Employer EIN132621497
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Planned Parenthood of Greater New York)

Sponsor-wide plan assets over time

All Planned Parenthood of Greater New York plans reported in each filing year

Latest sponsor-wide plan assets
$54M 13.864553057240226% vs 2023
2024 filing year
$46M$48M$50M$52M$54M$56M 20232024 $47.3M $53.8M ▲ +13.9%
Year Plans Participants Total Assets
2023 1 577 $47M
2024 1 456 $54M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Ppfa Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Ppfa Retirement Plan, Total assets ($B): 0.047263983 · Participants: 577Ppfa Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Ppfa Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Ppfa Retirement Plan side-by-side with 3 peers →

Ppfa Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Cubesmart, L.P. 401(k) Plan in PA ($47M); by covered participants it is Breg, Inc. 401(k) Plan in CA (577 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (577 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ppfa Retirement Plan assets move in 2023? ▼
Ppfa Retirement Plan grew sharply - up 18.1% during 2023, from $40M to $47M. Reported net income was $7M.
How have Planned Parenthood of Greater New York plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Planned Parenthood of Greater New York's sponsor-wide assets grew 13.9%, from $47M to $54M.
Where does Ppfa Retirement Plan rank by assets among Form 5500 filers? ▼
Ppfa Retirement Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ppfa Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cubesmart, L.P. 401(k) Plan in PA ($47M, 2,327 participants).
Which 401(k) plans cover a similar participant headcount to Ppfa Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Breg, Inc. 401(k) Plan in CA (577 participants, $37M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 132621497.

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.