401(k) · DOL Form 5500 · 2022
The Permanente Federation, LLC 401(k) Plan
Data updated 2026-08-11
- $64M
- Total assets
- 148
- Participants
- 90th
- Percentile by assets
- $432,255
- Avg per participant
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.
- 90th percentile by assets (of 139,126 plans)
- #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.
- $64M
- total plan assets (2022 EOY)
- 148
- covered participants
- 90th
- percentile by assets (of 139,126 plans)
- $432,255
- avg assets per participant
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.
Where The Permanente 401(k) Retirement Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. The Permanente 401(k) Retirement Plan reports 148 participants - about 23% of that state average ($64M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $77M |
|---|---|
| Net Assets (End of Year) | $64M |
| Net Income | -$13M |
| Employer EIN | 522017558 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Permanente Federation, LLC)
| 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.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Permanente 401(k) Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did The Permanente 401(k) Retirement Plan assets move in 2022? ▼
How have The Permanente Federation, LLC plan assets changed over time? ▼
Where does The Permanente 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to The Permanente 401(k) Retirement Plan? ▼
Next read for The Permanente 401(k) Retirement Plan
Filing takeaways
Ways to act on The Permanente 401(k) Retirement Plan's numbers.
- By total assets, The Permanente 401(k) Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- The Permanente Federation, LLC's sponsor-wide assets have grown 20.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans