Money Purchase · DOL Form 5500 · 2022
Kaiser Foundation Health Plan, Inc. Money Purchase Plan
Data updated 2026-08-25
- $4.3B
- Total assets Very large vs avg
- 36,448
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $118,848
- Avg per participant Near avg balance/head
Official DOL plan name: Kaiser Permanente Supplemental Savings and Retirement Plan · Sponsored by Kaiser Foundation Health Plan, Inc. · California · Healthcare & Social Assistance
$4.3B in assets, 36,448 participants
Kaiser Foundation Health Plan, Inc.'s Kaiser Permanente Supplemental Savings and Retirement Plan reported $4.3B in total assets and 36,448 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #20,032 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
Kaiser Permanente Supplemental Savings and Retirement Plan covers 36,448 participants in California, 58x the typical California plan (state average ~630 per filing). Assets: $4.3B.
- #20,032
- in Healthcare & Social Assistance (20,060 peers)
- -15.3%
- assets change YoY
- 43×
- vs typical plan assets (national mean)
The plan reported a net loss of $782M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kaiser Permanente Supplemental Savings and Retirement Plan's outsized position by total assets
Kaiser Permanente Supplemental Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,331,783,513 Highest reported value at or above every one 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 Supplemental Savings and Retirement Plan's mega-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 Supplemental Savings and Retirement Plan is a mega filing (36,448 participants), the rightmost band on the breakdown.
Published 5500 schedule card
Filing strip 941340523 · Kaiser Foundation Health Plan, Inc. PY 2022 · Money Purchase
Kaiser Permanente Supplemental Savings and Retirement Plan · $4.3B · 36,448 · 100th
- EBSA $4.3B
- EBSA 36,448
- EBSA 100th
- EBSA Money Purchase
- EBSA near Tiaa Retirement Plan
- EBSA ind #20032
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 Supplemental Savings and Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $5.1B |
|---|---|
| Net Assets (End of Year) | $4.3B |
| Net Income | -$782M |
| Employer EIN | 941340523 |
| Plan Effective Date | 1968-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kaiser Foundation Health Plan, Inc.)
Sponsor-wide plan assets over time
All Kaiser Foundation Health Plan, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $80.8B 29.65500360890928% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 8 | 377,906 | $62.3B |
| 2023 | 8 | 386,094 | $71.4B |
| 2024 | 9 | 451,784 | $80.8B |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $5.9B · 17,035
- University of Southern California Defined Contribution Retirement Plan $3.8B · 20,087
- Carpenters Annuity Trust Fund for Northern California $3.0B · 26,442
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.0B · 22,792
- Laborers Annuity Plan for Northern California $1.4B · 30,063
Scale composition for Kaiser Permanente Supplemental Savings and Retirement Plan
Kaiser Permanente Supplemental Savings and Retirement Plan reports $4.3B in end-of-year assets across 36,448 participants (0.035% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.039% of 93,925,755 covered participants) - about $118,848 per participant (86% of the national average assets-per-participant) . Net income for plan year 2022 was -$782M.
This plan identity (EIN 941340523, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $4.3B to $5.7B (+30.8%) while covered participants moved from 36,448 to 37,013 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 36,448 | $4.3B | This page |
| 2023 | 36,330 | $5.1B | Open filing |
| 2024 · index core | 37,013 | $5.7B | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- Kaiser Permanente Retirement Plan (Defined Benefit (Pension), $34.5B, 135,057 participants)
- Kaiser Permanente 401(k) Retirement Plan (401(k), $22.5B, 149,110 participants)
- Kaiser Permanente Tax Sheltered Annuity Plan (401(k), $13.8B, 79,670 participants)
- Kaiser Permanente Supplemental Savings and Retirement Plan (Money Purchase, $5.7B, 37,013 participants)
Kaiser Permanente Supplemental Savings and Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Tiaa Retirement Plan in NY ($4.5B); by covered participants it is Indiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension Plan in MI (30,438 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4.3B here).
- Tiaa Retirement Plan (NY) $4.5B · 11,825
- Young Men's Christian Association Retirement Fund Retirement Plan (NY) $3.6B · 42,922
- The Johns Hopkins University Applied Physics Laboratory Pension Plan a (MD) $2.5B · 8,647
- The Mitre Corporation Qualified Retirement Plan (MA) $2.2B · 12,021
Similar participant headcount
Nearest other-state filings by covered participants (36,448 participants); asset peers above are excluded.
- Indiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension Plan (MI) 30,438 · 6,010 off
- The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan (OH) 44,824 · 8,376 off
- International Brotherhood of Trade Unions Local 713 Annuity Fund (NY) 24,237 · 12,211 off
- Michigan Laborers' Annuity Fund (MI) 20,434 · 16,014 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.