Plan Ledger DOL Form 5500 · updated monthly

Planned Parenthood Southeastern Pennsylvania403(b)

PLANNED PARENTHOOD SOUTHEASTERN PENNSYLVANIA EMPLOYEES SAVINGS AND RETIREMENT PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Planned Parenthood Southeastern Pennsylvania reported $2,155 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $372 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 0.02% to 0.03%. 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 Pennsylvania (2,496th of 3,651), and 6,372nd of 11,911 in health care & social assistance. In 2024, employees put in $7.19 for every $1.00 the employer contributed; active participation has grown from 163 to 194 since 2022.

Plan summary
Net assets, end of year$8,185,179
Participants with balances160
Active participants194
Employer contributions$72,172
Employee contributions$518,612
Employer contribution per active participant$372
Average account balance$51,157
Benefits paid to participants$931,464
Plan auditDisclaimer of opinion
AuditorTAIT, WELLER & BAKER LLP
Plan history3
Yearassets · accounts · employer contribution
2024$8.2M · 160 accts · $72K emplr
2023$7.7M · 168 accts · $65K emplr
2022$7.0M · 168 accts · $60K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,155
Total administrative$2,155
Employer contributions to the Planned Parenthood Southeastern Pennsylvania plan · 2024
Employer contribution per active participant$372
Median for plans this size$1,313
2024$372 per active participant
2023$353 per active participant
2022$366 per active participant

Planned Parenthood Southeastern Pennsylvania's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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.

Service providers · 20242
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$3,789
UBS FINANCIAL SERVICES INC. · Consultingindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$2,155 · 0.03%
2023$1,633 · 0.02%
2022$1,748 · 0.02%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Fayette Resources, Inc. PA$8.4M · 1.05%
The Shadowfax Corporation PA$8.4M · 0.76%
The Bradley Center PA$8.3M · 0.88%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231352509 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.