Planned Parenthood Mar Monte 401(k) match, vesting and fees
What Planned Parenthood Mar Monte's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 235 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Planned Parenthood Mar Monte: employer contribution per participant | $2,767 | |
| Peer median | $1,537 |
| Planned Parenthood Mar Monte: average balance | $60,682 | |
| Peer median | $56,476 |
| Planned Parenthood Mar Monte: admin expenses ÷ assets | 0.18% | |
| Peer median | 0.19% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $76.4M at the end of plan year 2021 to $74.5M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 1,337 | $74.5M | $3.4M | $2,767 | 0.18% | Not published | Form 5500 ↗ |
| 2024 | 1,277 | $70.7M | $3.4M | $2,696 | 0.17% | Not published | Form 5500 ↗ |
| 2023 | 1,275 | $61.5M | $3M | $2,558 | 0.18% | Not published | Form 5500 ↗ |
| 2022 | 1,325 | $54.4M | $2.6M | $2,254 | 0.06% | Not published | Form 5500 ↗ |
| 2021 | 1,443 | $76.4M | $2.4M | $1,662 | 0.02% | Not published | Form 5500 ↗ |
Other Planned Parenthood Mar Monte plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc.
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Common questions
Does Planned Parenthood Mar Monte match 401(k) contributions?
The match terms for the 401(k) Profit Sharing Plan for the Employees of Planned Parenthood Mar Monte, Inc. have not been published from its filing yet. The plan year 2025 filing reports $3.4M in employer contributions, about $2,767 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Planned Parenthood Mar Monte 401(k) match vested?
The vesting schedule for the 401(k) Profit Sharing Plan for the Employees of Planned Parenthood Mar Monte, Inc. is not in the data published so far. Your Summary Plan Description states it.
Who manages the Planned Parenthood Mar Monte 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Insurance Company. The plan administrator is Planned Parenthood Mar Monte, Inc..
I left Planned Parenthood Mar Monte. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Planned Parenthood Mar Monte, Inc., (408) 795-3746) or the recordkeeper, Empower Annuity Insurance Company. The Planned Parenthood Mar Monte old 401(k) page lists the contacts from every plan filing. Find an old Planned Parenthood Mar Monte 401(k)
Data from the public Form 5500 annual reports Planned Parenthood Mar Monte filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Planned Parenthood Mar Monte. Not financial advice. Report a correction · Methodology