Plan Ledger DOL Form 5500 · updated monthly

Planned Parenthood Arizona401(k)

PPFA RETIREMENT PLAN · PHOENIX, AZ · plan year 2022

Reported admin expense ratio · 2022
0.01%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Planned Parenthood Arizona reported $359 in plan administrative expenses for 2022: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $692 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Arizona (998th of 1,285), and 9,437th of 11,911 in health care & social assistance. In 2022, employees put in $1.99 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,757,684
Participants with balances84
Active participants97
Employer contributions$67,112
Employee contributions$133,602
Employer contribution per active participant$692
Average account balance$32,830
Benefits paid to participants$407,340
Plan auditUnmodified (clean) audit opinion
The Planned Parenthood Arizona 401(k) match · 2022
Employer contribution per active participant$692
Median for plans this size$1,114

Planned Parenthood Arizona's 2022 employer contribution ran below the $1,114 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$359 · 0.01%
Same employer
Similar plansHealth Care & Social Assistance · Arizona
Gompers AZ$2.8M · 0.08%
Open Hearts AZ$2.8M · 0.09%
Beatitudes Campus AZ$2.3M · 1.46%
Sage Counseling, Inc. AZ$2.2M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860146520 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.