Plan Ledger DOL Form 5500 · updated monthly

Planned Parenthood of Greater Washington and North Idaho401(k)

PLANNED PARENTHOOD OF GREATER WASHINGTON AND NORTH IDAHO RETIREMENT PLAN · YAKIMA, WA · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Planned Parenthood of Greater Washington and North Idaho reported $17,824 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $2,002 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 0.03% to 0.16%. 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 Washington (972nd of 1,714), and the 5,137th of 11,911 in health care & social assistance. In 2024, employees put in $1.71 for every $1.00 the employer contributed; active participation has grown from 150 to 208 since 2022.

Plan summary
Net assets, end of year$12,065,019
Participants with balances201
Active participants208
Employer contributions$416,322
Employee contributions$711,427
Employer contribution per active participant$2,002
Average account balance$60,025
Benefits paid to participants$510,984
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.1M · 201 accts · $416K emplr
2023$9.9M · 180 accts · $349K emplr
2022$8.2M · 180 accts · $311K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,475
Investment management$14,349
Total administrative$17,824
The Planned Parenthood of Greater Washington and North Idaho 401(k) match · 2024
Employer contribution per active participant$2,002
Median for plans this size$2,416
2024$2,002 per active participant
2023$2,183 per active participant
2022$2,077 per active participant

Planned Parenthood of Greater Washington and North Idaho'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
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$3,475
OSAIC WEALTH. · Investment advisory (plan)$14,349

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$17,824 · 0.16%
2023$2,509 · 0.03%
2022$2,680 · 0.03%
Same employer
Similar plansHealth Care & Social Assistance · Washington
Aesthetic Physicians P.C. WA$12.5M · 0.62%
Hospice of Spokane WA$12.2M · 0.42%
Plymouth Housing Group WA$12.1M · 0.50%
Northwest Pathology, Ps WA$12.0M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 916071384 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.