Plan Ledger DOL Form 5500 · updated monthly

Planned Parenthood of the Pacific Southwest401(k)

PLANNED PARENTHOOD OF THE PACIFIC SOUTHWEST 401(K) RETIREMENT PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Planned Parenthood of the Pacific Southwest reported $147,234 in plan administrative expenses for 2024: 0.28% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,759 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 fell from 0.48% to 0.28%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,577th-largest of 9,483 plans among California employers on file, and the 1,663rd of 11,911 in health care & social assistance. In 2024, employees put in $2.12 for every $1.00 the employer contributed; active participation has shrunk from 798 to 701 since 2022.

Plan summary
Net assets, end of year$58,044,614
Participants with balances759
Active participants701
Employer contributions$1,934,151
Employee contributions$4,100,340
Employer contribution per active participant$2,759
Average account balance$76,475
Benefits paid to participants$3,906,923
Plan auditUnmodified (clean) audit opinion
AuditorARMANINO LLC
Plan history3
Yearassets · accounts · employer contribution
2024$58.0M · 759 accts · $1.9M emplr
2023$48.6M · 740 accts · $1.8M emplr
2022$38.5M · 740 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$59,917
Investment management$87,317
Total administrative$147,234
The Planned Parenthood of the Pacific Southwest 401(k) match · 2024
Employer contribution per active participant$2,759
Median for plans this size$3,635
2024$2,759 per active participant
2023$2,382 per active participant
2022$2,100 per active participant

Planned Parenthood of the Pacific Southwest's 2024 employer contribution ran below the $3,635 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
MMA SECURITIES LLC · Investment advisory (plan)$87,317

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$147,234 · 0.28%
2023$205,531 · 0.47%
2022$197,103 · 0.48%
Same employer
Similar plansHealth Care & Social Assistance · California
Unio Health Partners, LLC CA$59.0M · 0.09%
Seneca Family of Agencies CA$58.7M · 0.11%
Veracyte, Inc. CA$58.6M · 0.07%
Ole Health CA$58.0M · 0.39%
Donor Network West CA$57.7M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 956111785 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.