Plan Ledger DOL Form 5500 · updated monthly

Planned Parenthood of Wisconsin401(k)

PLANNED PARENTHOOD OF WISCONSIN RETIREMENT PLAN · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Planned Parenthood of Wisconsin reported $9,400 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,333 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 0.04%. 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 779th-largest of 1,936 plans among Wisconsin employers on file, and the 3,340th of 11,911 in health care & social assistance. In 2024, employees put in $1.18 for every $1.00 the employer contributed; active participation has grown from 225 to 257 since 2022.

Plan summary
Net assets, end of year$23,049,395
Participants with balances376
Active participants257
Employer contributions$856,528
Employee contributions$1,012,163
Employer contribution per active participant$3,333
Average account balance$61,302
Benefits paid to participants$2,743,600
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$23.0M · 376 accts · $857K emplr
2023$20.9M · 374 accts · $758K emplr
2022$17.4M · 382 accts · $743K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,400
Total administrative$9,400
The Planned Parenthood of Wisconsin 401(k) match · 2024
Employer contribution per active participant$3,333
Median for plans this size$2,416
2024$3,333 per active participant
2023$3,339 per active participant
2022$3,301 per active participant

Planned Parenthood of Wisconsin'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 · 20241
JOHNSON BANK · Trustee · Investment advisory (plan)$9,400

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$9,400 · 0.04%
2023$6,165 · 0.03%
2022$5,214 · 0.03%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Green Bay Oncology, LTD WI$23.0M · 0.22%
Bell Ambulance, Inc. WI$21.1M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390863391 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.