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Industry · Form 5500 business code 621410
Family Planning Centers: retirement plans
Plans whose sponsor entered this principal business activity code on Form 5500.
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. The business code is chosen by the filer from the list in the Form 5500 instructions.
62 retirement plans in family planning centers with 100 or more participants filed Form 5500 for plan year 2024 (62 defined contribution, 0 defined benefit). All Form 5500 pension filers in the group reported 30,879 participant records and $1.19B in net assets.
The median defined contribution plan held $36,662 per participant, well below the national median of $53,031, and its employer put in $1,774 per active participant (national: $2,174). Among plans reporting Schedule C compensation the median was $110 per participant against $123 nationally.
Employers contributed $41.8M and participants $78.7M during the year, and the plans paid out $104M in benefits.
In 2009 the same group numbered 40 plans with $214M; by 2024 it was 62 plans (up 55%) and $1.19B (up 457%). From plan year 2023 the 100-participant line counts participants with account balances, which moved many plans to the short form.
Medians compared with all US plans
| Median plan, plan year 2024 | Industry: DC | US: DC | Industry: DB | US: DB |
|---|---|---|---|---|
| Net assets per participant | $36,662 | $53,031 | — | $86,234 |
| Employer contributions per active participant | $1,774 | $2,174 | — | $10,244 |
| Schedule C compensation per participant | $110 | $123 | — | $344 |
| Schedule C compensation, share of net assets | 0.24% | 0.26% | — | 0.42% |
| Administrative expenses per participant | $90.43 | $116 | — | $527 |
Medians across plans with 100 or more participants (57 DC and 0 DB plans with a Schedule H here). Fee medians cover plans reporting an amount. DC: defined contribution, such as 401(k) and 403(b). DB: defined benefit pension.
Distribution of DC plans
| Measure | 25th percentile | Median | 75th percentile | Plans |
|---|---|---|---|---|
| Net assets per participant | $24,014 | $36,662 | $55,381 | 57 |
| Employer contributions per active participant | $1,119 | $1,774 | $2,853 | 54 |
| Schedule C compensation per participant | $37.09 | $110 | $164 | 49 |
| Administrative expenses per participant | $39.20 | $90.43 | $163 | 53 |
Trend by plan year
| Plan year | Plans 100+ | Participants | Net assets | Employer contributions | Participant contributions | Median DC assets / participant | Median DC Sch. C / participant |
|---|---|---|---|---|---|---|---|
| 2024 | 62 | 30,879 | $1.19B | $41.8M | $78.7M | $36,662 | $110 |
| 2023 | 63 | 30,555 | $1.01B | $36.4M | $71.5M | $30,861 | $91.70 |
| 2022 | 64 | 28,923 | $790M | $33.6M | $61.6M | $25,670 | $44.71 |
| 2021 | 61 | 24,243 | $838M | $25.2M | $49.7M | $31,015 | $88.49 |
| 2020 | 64 | 23,559 | $738M | $22.6M | $43.4M | $29,159 | $70.78 |
| 2019 | 60 | 21,594 | $609M | $21.5M | $38.3M | $24,126 | $69.48 |
| 2018 | 60 | 19,833 | $506M | $19.4M | $33.8M | $21,280 | $62.76 |
| 2017 | 54 | 17,107 | $455M | $16.2M | $28.7M | $22,643 | $15.05 |
| 2016 | 55 | 17,423 | $381M | $14.0M | $24.9M | $18,517 | $17.13 |
| 2015 | 51 | 16,476 | $357M | $14.5M | $25.3M | $20,125 | $15.14 |
| 2014 | 53 | 16,880 | $368M | $13.5M | $21.8M | $19,819 | $17.90 |
| 2013 | 49 | 15,109 | $334M | $12.8M | $19.2M | $22,217 | $8.15 |
| 2012 | 46 | 14,710 | $281M | $10.1M | $18.0M | $19,285 | $17.44 |
| 2011 | 42 | 13,970 | $236M | $9.3M | $16.3M | $18,716 | $28.72 |
| 2010 | 40 | 14,189 | $256M | $10.4M | $17.3M | $20,085 | $29.70 |
| 2009 | 40 | 13,419 | $214M | $10.1M | $15.7M | $18,919 | $30.35 |
Plan year is the year in which the plan year began. The drop in large plans from 2023 follows a rule change: the 100-participant line now counts participants with account balances, so many plans moved to the short form.
Provider share
Service provider organisations named most often on the Schedule C of the 61 plans on this page's list, by number of plans. A plan usually names several providers.
Largest plans
The 40 largest by participants of 61 plans with a page on this site.
| Plan | Sponsor | State | Type | Participants | Net assets | Per participant | Employer / active | Sch. C / participant |
|---|---|---|---|---|---|---|---|---|
| Inception Fertility 401(k) Plan | Inception Fertility Corporate Services, LLC | TX | DC | 2,206 | $90.8M | $41,151 | $2,435 | $117 |
| Mountain 401(k) Plan | Mountain Plus Services, Inc. | KY | DC | 2,155 | $23.5M | $10,886 | $1,080 | $42.79 |
| 401(k) Profit Sharing Plan for the Employees of Planned Parenthood Mar Monte, Inc. | Planned Parenthood Mar Monte, Inc. | CA | DC | 1,337 | $74.5M | $55,735 | $4,518 | $99.59 |
| Ppfa Retirement Plan | Planned Parenthood Federation of America, Inc. | NY | DC | 1,323 | $138M | $104,502 | $5,678 | $18.63 |
| Ppfa Retirement Plan | Community Outreach Group | DC | DC | 1,246 | — | — | — | — |
| Ppfa Retirement Plan | Planned Parenthood of Greater New York | NY | DC | 1,076 | $40.0M | $37,192 | $2,221 | $9.14 |
| Kbi Services, Inc. 401(k) & Profit Sharing Plan | Kbi Services, Inc. | NY | DC | 925 | $20.7M | $22,367 | — | $95.09 |
| Planned Parenthood of the Pacific Southwest 401(k) Retirement Plan | Planned Parenthood of the Pacific Southwest | CA | DC | 904 | $58.0M | $64,209 | $2,759 | $163 |
| First Fertility 401(k) Plan | Ivs Intermediate, LLC | CT | DC | 834 | $55.3M | $66,361 | $2,366 | $110 |
| Planned Parenthood - Los Angeles 403(b) Plan | Planned Parenthood Los Angeles | CA | DC | 823 | $35.0M | $42,534 | $1,512 | $282 |
| 403(b) Thrift Plan of Community Health Care | Community Health Care | WA | DC | 785 | $48.9M | $62,301 | $3,230 | $126 |
| Givens 403(b) Matching Retirement Plan | Givens Estates, Inc. | NC | DC | 771 | $21.2M | $27,446 | $1,550 | $134 |
| Planned Parenthood/orange and San Bernardino Counties, Inc. Retirement Plan | Planned Parenthood/orange and San Bernardino Counties, Inc. | CA | DC | 734 | $51.1M | $69,594 | $5,141 | $56.27 |
| Planned Parenthood Great Northwest Hawaii Alaska Indiana Kentucky 403(b) Thrift Plan | Planned Parenthood Great Northwest Hawaii Alaska Indiana Kentucky | WA | DC | 717 | $34.9M | $48,650 | $1,186 | $112 |
| PPRM 401(k) Plan | Rocky Mountain Planned Parenthood, Inc. | CO | DC | 639 | $22.5M | $35,263 | $2,330 | $103 |
| Planned Parenthood 403(b) Plan | Planned Parenthood Northern California, Inc. | CA | DC | 585 | $21.2M | $36,305 | $2,170 | $171 |
| Alliance Healthcare Services Employee Retirement Plan | Alliance Healthcare Services | TN | DC | 535 | $6.7M | $12,443 | — | $37.09 |
| Alliance Healthcare Services, Inc. Employer Retirement Plan | Alliance Healthcare Services | TN | DC | 526 | $9.1M | $17,313 | $2,273 | $41.18 |
| Planned Parenthood of Illinois 401(k) Plan | Planned Parenthood of Illinois | IL | DC | 454 | $13.5M | $29,626 | $1,096 | $242 |
| Planned Parenthood South Atlantic 403(b) Plan | Planned Parenthood South Atlantic | NC | DC | 403 | $11.0M | $27,192 | $1,261 | $199 |
| Ppfa Retirement Plan | Planned Parenthood of Greater Ohio | OH | DC | 390 | $13.6M | $34,817 | $1,647 | — |
| Planned Parenthood of Northern New England Tax Sheltered Annuity Plan | Planned Parenthood of Northern New England | VT | DC | 389 | $14.3M | $36,662 | $975 | $309 |
| One Community Health 401(k) Plan | One Community Health | OR | DC | 389 | $19.8M | $51,019 | $2,740 | $165 |
| Planned Parenthood of Wisconsin Retirement Plan | Planned Parenthood of Wisconsin | WI | DC | 376 | $23.0M | $61,302 | $3,333 | $25.00 |
| Ppfa Retirement Plan | Planned Parenthood Gulf Coast | TX | DC | 370 | $17.9M | $48,423 | $1,257 | — |
| Ppfa Retirement Plan | Planned Parenthood of Greater Texas | TX | DC | 364 | $20.4M | $56,085 | $3,085 | — |
| Planned Parenthood Columbia Willamette 403(b) Plan | Planned Parenthood of the Columbia Willamette Inc. | OR | DC | 352 | $16.0M | $45,417 | $1,600 | $102 |
| Planned Parenthood of Southwest and Central Florida, Inc. 401(a) Employee Retirement Plan | Planned Parenthood of Southwest and Central Florida, Inc. | FL | DC | 351 | $6.2M | $17,646 | $3,860 | — |
| Planned Parenthood of Central and Western NY, Inc. 401(k) Plan | Planned Parenthood of Central and Western New York, Inc. | NY | DC | 342 | $11.9M | $34,664 | $2,132 | $58.10 |
| Planned Parenthood League of Massachusetts 403(b) Plan | Planned Parenthood League of Massachusetts, Inc. | MA | DC | 326 | $11.7M | $35,824 | $1,402 | $172 |
| Planned Parenthood of Southwest and Central Florida, Inc. 403(b) Employee Retirement Plan | Planned Parenthood of Southwest and Central Florida, Inc. | FL | DC | 305 | $5.2M | $17,074 | — | — |
| 403(b) Thrift Plan of Community Health Centers of South Central Texas, Inc. | 403(b) Thrift Plan of Community Health Centers of South Central Texas, | TX | DC | 299 | $1.8M | $5,940 | $0 | $1.21 |
| 403(b) Thrift Plan of Planned Parenthood of Michigan | Planned Parenthood of Michigan | MI | DC | 290 | $8.8M | $30,447 | $953 | $164 |
| Planned Parenthood of Greater Washington and North Idaho Retirement Plan | Planned Parenthood of Greater Washington and North Idaho | WA | DC | 278 | $12.1M | $43,399 | $2,002 | $64.12 |
| Planned Parenthood Great Plains Profit Sharing 401(k) Plan | Planned Parenthood Great Plains | KS | DC | 269 | $5.0M | $18,699 | $1,650 | $16.54 |
| Western Arkansas Counseling & Guidance Center, Inc. 401(k) Plan | Western Arkansas Counseling & Guidance Center, Inc. | AR | DC | 266 | $5.4M | $20,162 | $711 | $126 |
| Adagio Health, Inc. 403(b) Plan | Adagio Health, Inc. | PA | DC | 265 | $4.1M | $15,470 | $856 | $305 |
| Cowlitz Family Health Center 403(b) Plan | Cowlitz Family Health Center | WA | DC | 258 | $7.9M | $30,449 | $1,311 | $268 |
| Planned Parenthood Ncsnj Retirement Plan | Planned Parenthood of Northern, Central and Southern New Jersey | NJ | DC | 248 | $16.9M | $68,009 | $2,740 | $641 |
| PPHP Retirement Plan | Planned Parenthood Hudson Peconic Inc. | NY | DC | 240 | $15.5M | $64,594 | $2,884 | $119 |
By plan size
By state
Questions and answers
How many retirement plans are there in family planning centers?
62 plans with 100 or more participants filed Form 5500 for plan year 2024, out of 78 pension plans on the full form. Smaller plans file Form 5500-SF and are counted separately where shown.
What is the typical 401(k) balance in family planning centers?
The median defined contribution plan reported $36,662 in net assets per participant (middle half of plans: $24,014 to $55,381); nationally it was $53,031. This is a plan-level average that includes former employees, not a typical person's balance.
What do employers contribute in family planning centers?
The median defined contribution plan received $1,774 in employer contributions per active participant, against $2,174 nationally. Plans with no employer contribution are included at zero.
What are average 401(k) fees in family planning centers?
Among defined contribution plans that report any Schedule C compensation, the median was $110 per participant and 0.24% of net assets (nationally $123 and 0.26%). Schedule C leaves out fund expense ratios and fees the employer pays, so it understates total cost.
Where does this come from?
Form 5500 annual reports in the EBSA research files, with filings received through 24 Aug 2026. Medians are computed by this site across plans with 100 or more participants.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Totals count every pension plan on the full form; medians and the plan list cover plans with 100 or more participants. See the methodology.