Money Purchase · DOL Form 5500 · 2022

Kaiser Foundation Health Plan, Inc. Money Purchase Plan

Data updated 2026-08-25

$525M
Total assets Above avg plan size
9,249
Participants Very large workforce
98th
Percentile by assets National rank
$56,739
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups · Sponsored by Kaiser Foundation Health Plan, Inc. · California · Healthcare & Social Assistance

$525M in assets, 9,249 participants

Kaiser Foundation Health Plan, Inc.'s Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups reported $525M in total assets and 9,249 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.

  • #19,689 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups covers 9,249 participants in California, 15x the typical California plan (state average ~630 per filing). Assets: $525M.

#19,689
in Healthcare & Social Assistance (20,060 peers)
-10.3%
assets change YoY
5.3×
vs typical plan assets (national mean)

The plan reported a net loss of $61M 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 for Union Groups's outsized position by total assets

Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups vs every filed plan by assets

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

$524,779,109 Top 2% higher than 98% 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

Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups'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 Supplemental Savings and Retirement Plan for Union Groups lands in the large band (9,249 participants).

Form 5500 schedule snapshot

Filing strip 941340523 · Kaiser Foundation Health Plan, Inc. PY 2022 · Money Purchase

Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups · $525M · 9,249 · 98th

  • RANK $525M
  • RANK 9,249
  • RANK 98th
  • RANK Money Purchase
  • RANK near Educational Testing Service 401(a) Retirement Plan
  • RANK ind #19689

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 for Union Groups in the asset neighbourhood

Educational Testing Service 401(a) Retirement PlanEducational Testing Service …$525MKaiser Permanente Supplemental Savings and Retirement Plan for Union GroupsKaiser Permanente Supplement…$525MIron Workers District Council of New England Annuity FundIron Workers District Counci…$500MHawaii Carpenters Financial Security FundHawaii Carpenters Financial …$492MVirginia Mason Medical Center Retirement PlanVirginia Mason Medical Cente…$481M
End-of-year total assets ($M) among Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$585M
Net Assets (End of Year)$525M
Net Income-$61M
Employer EIN941340523
Plan Effective Date2004-03-31
Filing StatusFILING 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
$60B$70B$80B$90B 202220232024 $62.4B $80.8B ▲ +29.7%
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.

Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 02468 Total assets ($B) Participants Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups, Total assets ($B): 0.524779109 · Participants: 9249Kaiser Permanente Supplemental Savings and Retirement Plan for Union GroupsThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 5.882091384 · Participants: 17035The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 4.331783513 · Participants: 36448Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 3.768465559 · Participants: 20087University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 2.976996868 · Participants: 26442Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.04171549 · Participants: 22792Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups vs. nearby Money Purchase plans in California, assets vs. participants
Compare Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups side-by-side with 3 peers →

Scale composition for Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups

Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups reports $525M in end-of-year assets across 9,249 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $56,739 per participant (41% of the national average assets-per-participant) . Net income for plan year 2022 was -$61M.

This plan identity (EIN 941340523, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $525M to $833M (+58.8%) while covered participants moved from 9,249 to 12,349 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 9,249 $525M This page
2023 9,948 $681M Open filing
2024 · index core 12,349 $833M Open filing

The same sponsor also keeps 4 other index-core plans on PlainRetire:

Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Educational Testing Service 401(a) Retirement Plan in NJ ($525M); by covered participants it is Alcon Retirement Plan in TX (9,281 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9,249 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 Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups assets move in 2022? ▼
Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups pulled back noticeably - down 10.3% during 2022, from $585M to $525M. Reported net income was -$61M.
How have Kaiser Foundation Health Plan, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaiser Foundation Health Plan, Inc.'s sponsor-wide assets grew 29.7%, from $62.3B to $80.8B.
Where does Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups rank by assets among Form 5500 filers? ▼
Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Money Purchase plans are similar in size to Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups? ▼
Among Money Purchase plans in other states, the closest by assets is Educational Testing Service 401(a) Retirement Plan in NJ ($525M, 3,282 participants).
Which Money Purchase plans cover a similar participant headcount to Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups? ▼
Among Money Purchase plans in other states, the closest by covered participants is Alcon Retirement Plan in TX (9,281 participants, $846M 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 941340523.

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.