Plan Ledger DOL Form 5500 · updated monthly

Planned Parenthood Northern California, Inc.403(b)

PLANNED PARENTHOOD 403(B) PLAN · CONCORD, CA · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Planned Parenthood Northern California, Inc. reported $95,217 in plan administrative expenses for 2024: 0.50% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,170 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 2 years on file its reported administrative ratio fell from 0.68% to 0.50%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 3,484th-largest of 9,483 plans among California employers on file, and the 3,524th of 11,911 in health care & social assistance. In 2024, employees put in $2.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$21,238,702
Participants with balances458
Active participants430
Employer contributions$933,255
Employee contributions$2,194,013
Employer contribution per active participant$2,170
Average account balance$46,373
Benefits paid to participants$1,618,520
Plan auditUnmodified (clean) audit opinion
AuditorTHE HARRINGTON GROUP
Plan history3
Yearassets · accounts · employer contribution
2024$21.2M · 458 accts · $933K emplr
2023$17.2M · 431 accts · $888K emplr
2022$13.4M · 406 accts · $721K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$59,977
Investment management$35,240
Total administrative$95,217
Employer contributions to the Planned Parenthood Northern California, Inc. plan · 2024
Employer contribution per active participant$2,170
Median for plans this size$2,416
2024$2,170 per active participant
2023$2,119 per active participant
2022$1,839 per active participant

Planned Parenthood Northern California, Inc.'s 2024 employer contribution ran below the $2,416 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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$59,676
OSAIC WEALTH, INC. · Investment advisory (plan)$35,240

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

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$95,217 · 0.50%
2023$101,576 · 0.66%
2022$95,539 · 0.68%
Same employer
Similar plansHealth Care & Social Assistance · California
Community Hospice, Inc. CA$21.4M · 0.01%
Penny Lane Centers CA$21.3M · 0.37%
Zest Anchors, LLC CA$21.1M · 0.23%
Self-Help Enterprises CA$21.1M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941575233 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.