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Employer · plans filed under one EIN

Planned Parenthood of Southwest and Central Florida, Inc.

Sarasota, FL · Health care and social assistance

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$11.4Mnet assets across plans
656participant records335 active
$587Kemployer contributions, latest plan years$1,751 per active record
$0Schedule C compensation to organisations$0.00 per participant record

Planned Parenthood of Southwest and Central Florida, Inc., based in Sarasota, Florida, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 656 participant records and $11.4M in net assets.

The largest is Planned Parenthood of Southwest and Central Florida, Inc. 401(a) Employee Retirement Plan, a profit-sharing plan with 351 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $587K and participant contributions $619K in the latest plan years; benefits paid were $1.4M. Schedule C compensation reported to service provider organisations totalled $0.

Combined net assets moved from $3.7M in 2014 to $11.4M in 2024 (up 205%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Planned Parenthood of Southwest and Central Florida, Inc. 401(a) Employee Retirement Planprofit-sharing plan2024351$6.2M$17,646$3,860$0
Planned Parenthood of Southwest and Central Florida, Inc. 403(b) Employee Retirement Plan403(b) plan2024305$5.2M$17,074—$0
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2014: $3.7M2015: $4.8M2016: $5.5M2017: $5.6M2018: $6.4M2019: $6.6M2020: $9.1M2021: $7.7M2022: $8.8M2023: $10.2M2024: $11.4M$3.7M$11.4M2014201620202024
Combined net assets
2014: 2562015: 3802016: 4042017: 4902018: 4782019: 5372020: 5772021: 6332022: 7082023: 6832024: 6562567086562014201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242656$11.4M$587K$619K
20232683$10.2M$637K$546K
20222708$8.8M$532K$462K
20212633$7.7M$455K$424K
20202577$9.1M$437K$391K
20192537$6.6M$414K$436K
20182478$6.4M$359K$381K
20172490$5.6M$297K$400K
20162404$5.5M$261K$389K
20152380$4.8M$259K$308K
20142256$3.7M$144K$212K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Questions and answers

How many retirement plans does Planned Parenthood of Southwest and Central Florida, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Planned Parenthood of Southwest and Central Florida, Inc. 401(a) Employee Retirement Plan and Planned Parenthood of Southwest and Central Florida, Inc. 403(b) Employee Retirement Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Planned Parenthood of Southwest and Central Florida, Inc. contribute to its plans?

$586,652 in employer contributions across these plans in their latest plan years, about $1,751 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

The plans report no service provider organisations on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.