Plan Ledger DOL Form 5500 · updated monthly

Planned Parenthood of Greater Texas401(k)

PPFA RETIREMENT PLAN · DALLAS, TX · plan year 2024

Employer contribution per participant · 2024
$3,085

Planned Parenthood of Greater Texas's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $20,414,843 across 359 participant accounts, with employer contributions averaging $3,085 per active participant. See methodology for what Form 5500 does and doesn't capture.

Across the 2 years on file its reported administrative ratio has held roughly steady near 0.012%. 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 1,998th-largest of 5,688 plans among Texas employers on file, and the 3,640th of 11,911 in health care & social assistance. In 2024, employees put in $1.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,414,843
Participants with balances359
Active participants198
Employer contributions$610,864
Employee contributions$663,724
Employer contribution per active participant$3,085
Average account balance$56,866
Benefits paid to participants$1,448,676
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.4M · 359 accts · $611K emplr
2023$17.8M · 355 accts · $575K emplr
2022$15.1M · 350 accts · $558K emplr
Administrative expenses, itemized · 2024
Investment management$1,772
Total administrative-$913
The Planned Parenthood of Greater Texas 401(k) match · 2024
Employer contribution per active participant$3,085
Median for plans this size$2,416
2024$3,085 per active participant
2023$2,567 per active participant
2022$2,657 per active participant

Planned Parenthood of Greater Texas's 2024 employer contribution ran above 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.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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

Administrative cost history3
2024Not separately reported
2023$2,053 · 0.01%
2022$1,948 · 0.01%
Same employer
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Oceans Acquisition, Inc. TX$20.7M · 1.20%
Sonida Senior Living, Inc. TX$20.2M · 0.66%
Jw Eye Associates, PA TX$19.8M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521243220 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.