How big is Planned Parenthood of Greater NY's plan?

Planned Parenthood of Greater NY's plan reported $47.3M in assets and 509 participants for 2025.

Original filing (PDF)20260122121930NAL0002352339001

Planned Parenthood of Greater NY

Name: Planned Parenthood of Greater NY — PPFA Retirement, Form 5500 (2025)
Creator: Planned Parenthood of Greater NY
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

PPFA Retirement Plan

401(k) retirement plan · Planned Parenthood of Greater NY's PPFA Retirement Plan held $47.3M in plan assets for 509 participants in 2025, with Fidelity as recordkeeper.

Signals · 2

Late filing · 38.2 moCorrective distributions issued

Active participants

509

Accounts w/ balance

1,008

Plan assets (EOY)

$47.3M

Net assets (EOY)

$47.3M

People on this filing

Kelley Krutz signed Planned Parenthood of Greater NY's 2025 Form 5500 as plan administrator.

Kelley Krutz — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Planned Parenthood of Greater NY's EIN is 13-2621497.

EIN 13-2621497

Plan number 003

Plan year 2025

ACK ID 20260122121930NAL0002352339001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Planned Parenthood of Greater NY from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Planned Parenthood of Greater NY's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PLANNED PARENTHOOD OF GREATER NY.

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 38.2 months past the 10.5-month grace window.
Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Below-peer total plan cost (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

PLANNED PARENTHOOD OF GREATER NY

DBA

PLANNED PARENTHOOD OF GREATER NY

EIN

all filings

Address

26 BLEECKER ST · NEW YORK, NY · 100122413

Phone

(212) 274-7395

Industry

Real Estate

Plan administrator

Name

KELLEY KRUTZ

EIN

—

City

NEW YORK, NY

Phone

—

Plan characteristics

Plan number

003

Plan year

2025

Plan year begin

2021-01-01

Tax period

2021-12-31

Filed

2026-01-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS	04-2647786	—	RECORDKEEPER	$920	—

Investments

1 pooled fund· $1.7M(4% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.