Department of Labor filing

PLANNED PARENTHOOD PACIFIC SW

PLANNED PARENTHOOD OF THE PACIFIC SOUTHWEST 401(K) RETIREMENT PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Aug 14, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

57filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$2,759

Reported employer contributions per active participant.

Higher than about 70% of comparable plans

#People in the filing

701

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$144 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 26% of comparable plans

↗Investment performance

Not available

Plan assets changed 19.5%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202457out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions70th percentileTypical peer $1,543 · based on 691 comparable plans

Lower reported administrative expense26th percentileTypical peer $91 · based on 742 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, PLANNED PARENTHOOD PACIFIC SW reported $1,934,151 in employer contributions across the plan and 701 active participants. That works out to $2,759 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy78%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 31.4%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 34.1%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context57/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $1,934,151
Participant contributions: $4,100,340
Other contributions: $309,593
Employer share of reported contributions: 32.1%
Beginning assets: $48,581,513
Ending assets: $58,044,614
Ending net assets: $58,044,614
Ending liabilities: $0
Total income: $13,556,719
Total expenses: $4,093,618
Administrative expenses: $147,234
Participant loans: $862,465

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$2,100

2023

$2,382

2024

$2,759

Plan-paid administrative expenses per participant

2022

$218

2023

$210

2024

$144

Active participants

2022

798

2023

771

2024

701

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$2,759	701	58M	20250814115702NAL0011804608001
2023	$2,382	771	48.6M	20240930142051NAL0002676483001
2022	$2,100	798	38.5M	20230922163548NAL0006131568001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.5%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 956111785-003

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1982
Industry: Health care and social assistance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3F

Current plan terms

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Filing ACK_ID20250814115702NAL0011804608001

Data sourceDOL Form 5500 bulk data ↗

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