Plan Ledger DOL Form 5500 · updated monthly

Planned Parenthood of Northern, Central and Southern New Jersey401(k)

PLANNED PARENTHOOD NCSNJ RETIREMENT PLAN · MORRISTOWN, NJ · plan year 2024

Reported admin expense ratio · 2024
0.71%

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

Planned Parenthood of Northern, Central and Southern New Jersey reported $109,106 in plan administrative expenses for 2024: 0.71% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,154 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 0.55% to 0.71%. 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 1,189th-largest of 2,419 plans among New Jersey employers on file, and the 4,286th of 11,911 in health care & social assistance. In 2024, employees put in $2.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,120,472
Participants with balances228
Active participants176
Employer contributions$555,115
Employee contributions$1,182,915
Employer contribution per active participant$3,154
Average account balance$70,704
Benefits paid to participants$1,747,168
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.1M · 228 accts · $555K emplr
2023$14.4M · 248 accts · $523K emplr
2022$12.8M · 239 accts · $528K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$109,106
Total administrative$109,106
The Planned Parenthood of Northern, Central and Southern New Jersey 401(k) match · 2024
Employer contribution per active participant$3,154
Median for plans this size$2,416
2024$3,154 per active participant
2023$2,825 per active participant
2022$2,763 per active participant

Planned Parenthood of Northern, Central and Southern New Jersey'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.

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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$109,105
RESOURCES INVESTMENT ADVISORS · Investment advisory (plan)indirect 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
2024$109,106 · 0.71%
2023$92,618 · 0.68%
2022$75,994 · 0.55%
Same employer
Similar plansHealth Care & Social Assistance · New Jersey
Cmg Chelsea, LLC NJ$16.4M · 0.79%
Dialyze Direct, LLC NJ$16.1M · 0.11%
Zufall Health Center NJ$16.0M · 0.30%
Fellowshiplife, Inc. NJ$15.9M · 0.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 221643997 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.