Plan Ledger DOL Form 5500 · updated monthly

Planned Parenthood of Central and Western New York, Inc.401(k)

PLANNED PARENTHOOD OF CENTRAL AND WESTERN NY, INC. 401(K) PLAN · ROCHESTER, NY · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Planned Parenthood of Central and Western New York, Inc. reported $19,870 in plan administrative expenses for 2024: 0.18% of average plan assets, below the peer median. Employer contributions averaged $2,132 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 rose from 0.15% to 0.18%. 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 among the smaller plans on file in New York (3,344th of 5,648), and the 5,191st of 11,911 in health care & social assistance. In 2024, employees put in $1.94 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,855,048
Participants with balances304
Active participants242
Employer contributions$516,061
Employee contributions$1,003,261
Employer contribution per active participant$2,132
Average account balance$38,997
Benefits paid to participants$1,073,513
Plan auditUnmodified (clean) audit opinion
AuditorBONADIO & COMPANY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$11.9M · 304 accts · $516K emplr
2023$10.0M · 281 accts · $480K emplr
2022$8.1M · 278 accts · $409K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,870
Total administrative$19,870
The Planned Parenthood of Central and Western New York, Inc. 401(k) match · 2024
Employer contribution per active participant$2,132
Median for plans this size$2,416
2024$2,132 per active participant
2023$2,001 per active participant
2022$1,597 per active participant

Planned Parenthood of Central and Western New York, 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 · 20241
BURKE GROUP$19,870

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

Administrative cost history3
2024$19,870 · 0.18%
2023$17,302 · 0.19%
2022$12,619 · 0.15%
Same employer
Similar plansHealth Care & Social Assistance · New York
Depaul Group, Inc. NY$11.9M · 0.12%
God's Love We Deliver NY$11.9M · 0.45%
St. Christopher's Inc. NY$11.8M · 0.08%
Island Medical Services NY$11.7M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 160746860 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.