Plan Ledger DOL Form 5500 · updated monthly

Planned Parenthood of Southwest and Central Florida, Inc.Profit-sharing plan

PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN · SARASOTA, FL · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Planned Parenthood of Southwest and Central Florida, Inc. reported $22,834 in plan administrative expenses for 2024: 0.39% of average plan assets, below the peer median. Employer contributions averaged $3,860 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 0.06% to 0.39%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Florida (2,294th of 3,644), and 7,255th of 11,911 in health care & social assistance. active participation has shrunk from 184 to 152 since 2022.

Plan summary
Net assets, end of year$6,193,651
Participants with balances351
Active participants152
Employer contributions$586,652
Employee contributions—
Employer contribution per active participant$3,860
Average account balance$17,646
Benefits paid to participants$481,784
Plan auditUnmodified (clean) audit opinion
AuditorKERKERING BARBERIO & CO PA
Plan history3
Yearassets · accounts · employer contribution
2024$6.2M · 351 accts · $587K emplr
2023$5.4M · 363 accts · $637K emplr
2022$4.4M · 357 accts · $532K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,834
Total administrative$22,834
Employer contributions to the Planned Parenthood of Southwest and Central Florida, Inc. plan · 2024
Employer contribution per active participant$3,860
Median for plans this size$1,313
2024$3,860 per active participant
2023$3,662 per active participant
2022$2,889 per active participant

Planned Parenthood of Southwest and Central Florida, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. 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.

Administrative cost history3
2024$22,834 · 0.39%
2023$15,908 · 0.32%
2022$2,661 · 0.06%
All plans at this employer2
PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN403(b)
PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLANProfit-sharing plan
Same employer
Similar plansHealth Care & Social Assistance · Florida
Clear Sight Partners, LLC FL$6.3M · 1.37%
Opuscare Management LLC FL$6.1M · 0.14%
Revivehealth, Inc FL$6.1M · 0.36%
Disc Village, Inc. FL$6.0M · 1.20%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 591274328 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.