Other · DOL Form 5500 · 2022
Kaiser Foundation Health Plan of Washington Retirement Plan
Data updated 2026-08-25
- $721M
- Total assets Above avg plan size
- 6,233
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $115,598
- Avg per participant Below avg balance/head
Official DOL plan name: Kaiser Permanente Washington 403(b) Plan · Sponsored by Kaiser Foundation Health Plan of Washington · California · Healthcare & Social Assistance
$721M in assets, 6,233 participants
Kaiser Foundation Health Plan of Washington's Kaiser Permanente Washington 403(b) Plan reported $721M in total assets and 6,233 participants in its 2022 DOL Form 5500 filing, ranking in the 98th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #19,804 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
Kaiser Permanente Washington 403(b) Plan covers 6,233 participants in California, 9.9x the typical California plan (state average ~630 per filing). Assets: $721M.
- #19,804
- in Healthcare & Social Assistance (20,060 peers)
- -14.4%
- assets change YoY
- 7.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $121M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kaiser Permanente Washington 403(b) Plan's outsized position by total assets
Kaiser Permanente Washington 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$720,522,456 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Kaiser Permanente Washington 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kaiser Permanente Washington 403(b) Plan lands in the large band (6,233 participants).
Form 5500 schedule snapshot
Filing strip 910511770 · Kaiser Foundation Health Plan of Washington PY 2022 · Other
Kaiser Permanente Washington 403(b) Plan · $721M · 6,233 · 98th
- NET $721M
- BOOK 6,233
- VS-ST 98th
- BOY Other
- SCH near Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees
- EBSA ind #19804
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in California →
Kaiser Permanente Washington 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $842M |
|---|---|
| Net Assets (End of Year) | $721M |
| Net Income | -$121M |
| Employer EIN | 910511770 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kaiser Foundation Health Plan of Washington)
Sponsor-wide plan assets over time
All Kaiser Foundation Health Plan of Washington plans reported in each filing year
- Latest sponsor-wide plan assets
- $568M 50.324394678914594% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 13,308 | $1.1B |
| 2023 | 2 | 13,420 | $504M |
| 2024 | 1 | 7,774 | $568M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
Scale composition for Kaiser Permanente Washington 403(b) Plan
Kaiser Permanente Washington 403(b) Plan reports $721M in end-of-year assets across 6,233 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $115,598 per participant (84% of the national average assets-per-participant) . Net income for plan year 2022 was -$121M.
This plan identity (EIN 910511770, plan #007) has 2 Form 5500 filings on file from 2022 to 2023 while covered participants moved from 6,233 to 6,098 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,233 | $721M | This page |
| 2023 | 6,098 | N/A | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Kaiser Permanente Washington Defined Contribution Plan (Money Purchase, $568M, 7,774 participants)
Kaiser Permanente Washington 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees in MA ($720M); by covered participants it is United Health Services, Inc. 403(b) Retirement Plan in NY (6,214 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($721M here).
- Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees (MA) $720M · 2,177
- Institute for Defense Analyses Tax Deferred Annuity Plan (VA) $719M · 1,346
- Prisma Health 401(a) Plan (SC) $722M · 21,288
- Syracuse University Voluntary Retirement Plan (NY) $726M · 7,437
Similar participant headcount
Nearest other-state filings by covered participants (6,233 participants); asset peers above are excluded.
- United Health Services, Inc. 403(b) Retirement Plan (NY) 6,214 · 19 off
- New York University Supplemental Tax Deferred Annuity Plan (NY) 6,209 · 24 off
- Ann & Robert H. Lurie Children's Hospital of Chicago Retirement Savings Plan (IL) 6,209 · 24 off
- Lakeland Regional Medical Center 403(b) Plan (FL) 6,204 · 29 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.