Money Purchase · DOL Form 5500 · 2022
Kaiser Foundation Health Plan of Washington Money Purchase Plan
Data updated 2026-08-11
- $422M
- Total assets
- 7,075
- Participants
- 98th
- Percentile by assets
- $59,639
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $422M
- total plan assets (2022 EOY)
- 7,075
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $59,639
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Kaiser Permanente Washington Defined Contribution Plan reports 7,075 participants - 11x that state average ($422M EOY assets).
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)
| 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.
Kaiser Permanente Washington Defined Contribution Plan 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 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)
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Kaiser Permanente Washington Defined Contribution Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Kaiser Permanente Washington Defined Contribution Plan assets move in 2022? ▼
How have Kaiser Foundation Health Plan of Washington plan assets changed over time? ▼
Where does Kaiser Permanente Washington Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Kaiser Permanente Washington Defined Contribution Plan? ▼
Next read for Kaiser Permanente Washington Defined Con…
Filing takeaways
Ways to act on Kaiser Permanente Washington Defined Contribution Plan's numbers.
- By total assets, Kaiser Permanente Washington Defined Contribution Plan 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 of Washington's sponsor-wide assets have declined 50.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans