Money Purchase · DOL Form 5500 · 2022
Kaiser Foundation Health Plan of Washington Money Purchase Plan
Data updated 2026-08-25
- $422M
- Total assets Above avg plan size
- 7,075
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $59,639
- Avg per participant Low balance/head
Official DOL plan name: Kaiser Permanente Washington Defined Contribution Plan · Sponsored by Kaiser Foundation Health Plan of Washington · California · Healthcare & Social Assistance
$422M in assets, 7,075 participants
Kaiser Foundation Health Plan of Washington's Kaiser Permanente Washington Defined Contribution Plan reported $422M in total assets and 7,075 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.
- #19,621 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
Kaiser Permanente Washington Defined Contribution Plan covers 7,075 participants in California, 11x the typical California plan (state average ~630 per filing). Assets: $422M.
- #19,621
- in Healthcare & Social Assistance (20,060 peers)
- -14.3%
- assets change YoY
- 4.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $70M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kaiser Permanente Washington Defined Contribution Plan's outsized position by total assets
Kaiser Permanente Washington Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$421,945,883 Top 2% higher than 98% 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 Washington Defined Contribution Plan'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 Washington Defined Contribution Plan lands in the large band (7,075 participants).
DOL schedule card
Filing strip 910511770 · Kaiser Foundation Health Plan of Washington PY 2022 · Money Purchase
Kaiser Permanente Washington Defined Contribution Plan · $422M · 7,075 · 98th
- SCH $422M
- SCH 7,075
- SCH 98th
- SCH Money Purchase
- SCH near NECA-IBEW Local 364 Defined Contribution Plan
- SCH ind #19621
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 Washington Defined Contribution Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $492M |
|---|---|
| Net Assets (End of Year) | $422M |
| Net Income | -$70M |
| Employer EIN | 910511770 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kaiser Foundation Health Plan of Washington)
Sponsor-wide plan assets over time
All Kaiser Foundation Health Plan of Washington plans reported in each filing year
- Latest sponsor-wide plan assets
- $568M 50.324394678914594% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 13,308 | $1.1B |
| 2023 | 2 | 13,420 | $504M |
| 2024 | 1 | 7,774 | $568M |
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
- 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 Washington Defined Contribution Plan
Kaiser Permanente Washington Defined Contribution Plan reports $422M in end-of-year assets across 7,075 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $59,639 per participant (43% of the national average assets-per-participant) . Net income for plan year 2022 was -$70M.
This plan identity (EIN 910511770, plan #008) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $422M to $568M (+34.5%) while covered participants moved from 7,075 to 7,774 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,075 | $422M | This page |
| 2023 | 7,322 | $504M | Open filing |
| 2024 · index core | 7,774 | $568M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Kaiser Permanente Washington Defined Contribution Plan (Money Purchase, $568M, 7,774 participants)
Kaiser Permanente Washington Defined Contribution Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is NECA-IBEW Local 364 Defined Contribution Plan in IL ($418M); by covered participants it is Boilermakers Lodge 154 Retirement Plan in MN (7,067 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($422M here).
- NECA-IBEW Local 364 Defined Contribution Plan (IL) $418M · 320
- Baker & Hostetler LLP Basic/Step-Rate Retirement Plan (OH) $415M · 1,076
- Telephone and Data Systems, Inc. Pension Plan (WI) $414M · 5,694
- The Children's Mercy Hospital Retirement Plan (MO) $433M · 5,977
Similar participant headcount
Nearest other-state filings by covered participants (7,075 participants); asset peers above are excluded.
- Boilermakers Lodge 154 Retirement Plan (MN) 7,067 · 8 off
- Tufts University Basic Retirement Plan (MA) 7,042 · 33 off
- Iron Workers District Council of New England Annuity Fund (MA) 6,992 · 83 off
- Presbyterian Homes and Services Employees Retirement Savings and Investment Plan (MN) 7,298 · 223 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.