Plan Ledger DOL Form 5500 · updated monthly

Planned Parenthood Pasadena and San Gabriel Valley, Inc.401(k)

PPFA RETIREMENT PLAN · ALTADENA, CA · plan year 2024

Employer contribution per participant · 2024
$3,707

Planned Parenthood Pasadena and San Gabriel Valley, Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $9,294,555 across 181 participant accounts, with employer contributions averaging $3,707 per active participant. See methodology for what Form 5500 does and doesn't capture.

Across the 1 year on file its reported administrative ratio fell from 0.008% to 0.006%. 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 California (5,673rd of 9,483), and the 5,944th of 11,911 in health care & social assistance. In 2024, employees put in $1.63 for every $1.00 the employer contributed; active participation has shrunk from 185 to 111 since 2022.

Plan summary
Net assets, end of year$9,294,555
Participants with balances181
Active participants111
Employer contributions$411,461
Employee contributions$671,360
Employer contribution per active participant$3,707
Average account balance$51,351
Benefits paid to participants$715,920
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.3M · 181 accts · $411K emplr
2023$7.6M · 168 accts · $315K emplr
2022$5.7M · 158 accts · $257K emplr
Administrative expenses, itemized · 2024
Investment management$564
Total administrative-$1
The Planned Parenthood Pasadena and San Gabriel Valley, Inc. 401(k) match · 2024
Employer contribution per active participant$3,707
Median for plans this size$1,313
2024$3,707 per active participant
2023$1,722 per active participant
2022$1,387 per active participant

Planned Parenthood Pasadena and San Gabriel Valley, 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.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect 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
2024Not separately reported
2023$379 · 0.01%
2022$455 · 0.01%
Same employer
Similar plansHealth Care & Social Assistance · California
Proteus, Inc. CA$9.4M · 0.87%
San Diego Hebrew Homes CA$9.2M · 0.04%
Tallis, LLC CA$9.2M · 1.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951916050 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.