401(k) · DOL Form 5500 · 2022

The Permanente Federation, LLC 401(k) Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
148
Participants Small participant base
90th
Percentile by assets National rank
$432,255
Avg per participant High balance/head
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Official DOL plan name: The Permanente 401(k) Retirement Plan · Sponsored by The Permanente Federation, LLC · California · Healthcare & Social Assistance

$64M in assets, 148 participants

The Permanente Federation, LLC's The Permanente 401(k) Retirement Plan reported $64M in total assets and 148 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,338 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

The Permanente 401(k) Retirement Plan covers 148 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $64M.

#18,338
in Healthcare & Social Assistance (20,060 peers)
-16.8%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Permanente 401(k) Retirement Plan's outsized position by total assets

The Permanente 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$63,973,670 Top 10% higher than 90% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

The Permanente 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Permanente 401(k) Retirement Plan sits mid-pack in the medium band (148 participants).

Plan-year Form 5500 strip

Filing strip 522017558 · The Permanente Federation, LLC PY 2022 · 401(k)

The Permanente 401(k) Retirement Plan · $64M · 148 · 90th

  • RANK $64M
  • RANK 148
  • RANK 90th
  • RANK 401(k)
  • RANK near Rmf 401(k) Retirement Plan
  • RANK ind #18338

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 →

The Permanente 401(k) Retirement Plan in the asset neighbourhood

Barnhill Contracting Co.Psp$64MDrug Plastics & Glass Company, Inc. 401(k) Profit Sharing PlanDrug Plastics & Glass Compan…$64MRmf 401(k) Retirement Plan$64MCarmeuse Lime, Inc. 401(k) Plan for Bargaining Unit EmployeesCarmeuse Lime, Inc. 401(k) P…$64MThe Permanente 401(k) Retirement PlanThe Permanente 401(k) Retire…$64M
End-of-year total assets ($M) among The Permanente 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$64M
Net Income-$13M
Employer EIN522017558
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Permanente Federation, LLC)

Sponsor-wide plan assets over time

All The Permanente Federation, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$140M 19.98587426231965% vs 2022
2024 filing year
$110M$120M$130M$140M$150M 202220232024 $116M $140M ▲ +20.0%
Year Plans Participants Total Assets
2022 2 285 $116M
2023 2 275 $130M
2024 2 277 $140M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Permanente 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Permanente 401(k) Retirement Plan, Total assets ($B): 0.06397367 · Participants: 148The Permanente 401(k) Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
The Permanente 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Permanente 401(k) Retirement Plan side-by-side with 3 peers →

The Permanente 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Rmf 401(k) Retirement Plan in MA ($64M); by covered participants it is Variq Corporation 401(k) Plan in MD (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Permanente 401(k) Retirement Plan assets move in 2022? ▼
The Permanente 401(k) Retirement Plan declined sharply - down 16.8% during 2022, from $77M to $64M. Reported net income was -$13M.
How have The Permanente Federation, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Permanente Federation, LLC's sponsor-wide assets grew 20.0%, from $116M to $140M.
Where does The Permanente 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
The Permanente 401(k) Retirement Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Permanente 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rmf 401(k) Retirement Plan in MA ($64M, 172 participants).
Which 401(k) plans cover a similar participant headcount to The Permanente 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Variq Corporation 401(k) Plan in MD (148 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 522017558.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.