Plan Ledger DOL Form 5500 · updated monthly

Planned Parenthood of Greater New York401(k)

PPFA RETIREMENT PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Planned Parenthood of Greater New York reported $75,455 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $2,515 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.

Across the 6 years on file its reported administrative ratio has held roughly steady near 0.15%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,300th-largest of 5,648 plans among New York employers on file, and the 1,756th of 11,911 in health care & social assistance. In 2024, employees put in $1.59 for every $1.00 the employer contributed; active participation has grown from 442 to 614 since 2019.

Plan summary
Net assets, end of year$53,816,923
Participants with balances944
Active participants614
Employer contributions$1,544,134
Employee contributions$2,452,535
Employer contribution per active participant$2,515
Average account balance$57,009
Benefits paid to participants$4,359,510
Plan auditUnmodified (clean) audit opinion
AuditorCARON BLETZER
Plan history6
Yearassets · accounts · employer contribution
2024$53.8M · 944 accts · $1.5M emplr
2023$47.3M · 861 accts · $1.4M emplr
2022$40.0M · 1,022 accts · $1.3M emplr
2021$47.3M · 1,008 accts · $1.3M emplr
2020$42.5M · 953 accts · $1.5M emplr
2019$29.3M · 509 accts · $918K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$725
Investment management$11,344
Total administrative$75,455
The Planned Parenthood of Greater New York 401(k) match · 2024
Employer contribution per active participant$2,515
Median for plans this size$3,635
2024$2,515 per active participant
2023$2,967 per active participant
2022$2,221 per active participant
2021$2,553 per active participant
2020$2,494 per active participant

Planned Parenthood of Greater New York's 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
STRATEGIC ADVISORS · Investment advisory (plan)$11,344
FIDELITY INVESTMENTS · Loan processing$725

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history6
2024$75,455 · 0.15%
2023$63,943 · 0.15%
2022$9,835 · 0.02%
2021$2,493 · 0.01%
2020$27,981 · 0.07%
2019$39,703 · 0.14%
Same employer
Similar plansHealth Care & Social Assistance · New York
Dent Neurologic Group NY$52.2M · 0.18%
Cayuga Medical Associates NY$51.0M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 132621497 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.