Money Purchase · DOL Form 5500 · 2022
Kaiser Foundation Health Plan, Inc. Money Purchase Plan
Data updated 2026-08-06
- $525M
- Total assets
- 9,249
- Participants
- 98th
- Percentile by assets
- $56,739
- Avg per participant
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.
- 98th percentile by assets (of 139,258 plans)
- #19,716 in Healthcare & Social Assistance (20,087 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 ~637 per filing). Assets: $525M.
- $525M
- total plan assets (2022 EOY)
- 9,249
- covered participants
- 98th
- percentile by assets (of 139,258 plans)
- $56,739
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 637 participants across 14,392 plans. Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups reports 9,249 participants - 15x that state average ($525M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $585M |
|---|---|
| Net Assets (End of Year) | $525M |
| Net Income | -$61M |
| Employer EIN | 941340523 |
| Plan Effective Date | 2004-03-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kaiser Foundation Health Plan, Inc.)
| 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
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $5.9B · 17,035
- Kaiser Permanente Supplemental Savings and Retirement Plan $4.3B · 36,448
- 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
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 (0.005% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.010% of 89,805,449 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 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)
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups by total assets, not by location.
- Educational Testing Service 401(a) Retirement Plan (NJ) $525M · 3,282
- Iron Workers District Council of New England Annuity Fund (MA) $500M · 6,992
- Hawaii Carpenters Financial Security Fund (HI) $492M · 4,036
- Virginia Mason Medical Center Retirement Plan (WA) $481M · 5,662
Frequently Asked Questions
How did Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups assets move in 2022? ▼
How have Kaiser Foundation Health Plan, Inc. plan assets changed over time? ▼
Where does Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups? ▼
Next read for Kaiser Permanente Supplemental Savings a…
Filing takeaways
Ways to act on Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups's numbers.
- By total assets, Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Kaiser Foundation Health Plan, Inc.'s sponsor-wide assets have grown 29.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans