Planned Parenthood of Central and Western New York 401(k) match, vesting and fees
What Planned Parenthood of Central and Western New York'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 | Burke Group | Schedule C ↗ |
| Independent auditor | Bonadio & Company, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Planned Parenthood of Central and Western New York: employer contribution per participant | $1,698 | |
| Peer median | $1,468 |
| Planned Parenthood of Central and Western New York: average balance | $38,997 | |
| Peer median | $37,786 |
| Planned Parenthood of Central and Western New York: admin expenses ÷ assets | 0.18% | |
| Peer median | 0.39% |
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 $9.3M at the end of plan year 2021 to $11.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 342 | $11.9M | $516K | $1,698 | 0.18% | Not published | Form 5500 ↗ |
| 2023 | 324 | $10M | $480K | $1,709 | 0.19% | Not published | Form 5500 ↗ |
| 2022 | 331 | $8.1M | $409K | $1,471 | 0.15% | Not published | Form 5500 ↗ |
| 2021 | 307 | $9.3M | $382K | $1,527 | 0.12% | Not published | Form 5500 ↗ |
Other Planned Parenthood of Central and Western New York plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Planned Parenthood 401k
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.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Planned Parenthood of Buffalo and Erie County, Inc 403(b) Plan
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.
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Common questions
Does Planned Parenthood of Central and Western New York match 401(k) contributions?
The match terms for the Planned Parenthood of Central and Western Ny, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $516K in employer contributions, about $1,698 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Planned Parenthood of Central and Western New York 401(k) match vested?
The vesting schedule for the Planned Parenthood of Central and Western Ny, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Planned Parenthood of Central and Western New York 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Burke Group. The plan administrator is Planned Parenthood of Central and Western New York, Inc..
I left Planned Parenthood of Central and Western New York. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Planned Parenthood of Central and Western New York, Inc., (585) 546-2595) or the recordkeeper, Burke Group. The Planned Parenthood of Central and Western New York old 401(k) page lists the contacts from every plan filing. Find an old Planned Parenthood of Central and Western New York 401(k)
Data from the public Form 5500 annual reports Planned Parenthood of Central and Western New York filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 of Central and Western New York. Not financial advice. Report a correction · Methodology