Money Purchase · DOL Form 5500 · 2022
Kaiser Foundation Health Plan, Inc. Money Purchase Plan
Data updated 2026-08-25
- $44M
- Total assets Below avg plan size
- 362
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $120,958
- Avg per participant Near avg balance/head
Official DOL plan name: Kaiser Permanente Northwest Supplemental Retirement Plan · Sponsored by Kaiser Foundation Health Plan, Inc. · California · Healthcare & Social Assistance
$44M in assets, 362 participants
Kaiser Foundation Health Plan, Inc.'s Kaiser Permanente Northwest Supplemental Retirement Plan reported $44M in total assets and 362 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.
- #17,837 in Healthcare & Social Assistance (20,060 peers)
Where Kaiser Permanente Northwest Supplemental Retirement Plan sits by assets
Kaiser Permanente Northwest Supplemental Retirement Plan sits in the top quartile of all filed plans by assets, $44M for 362 participants (~$120,958/participant), down 15.0% in 2022.
- #17,837
- in Healthcare & Social Assistance (20,060 peers)
- -15.0%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kaiser Permanente Northwest Supplemental Retirement Plan's outsized position by total assets
Kaiser Permanente Northwest Supplemental Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$43,786,877 Top 13% higher than 87% 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 Northwest Supplemental Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kaiser Permanente Northwest Supplemental Retirement Plan sits mid-pack in the medium band (362 participants).
Form 5500 schedule snapshot
Filing strip 941340523 · Kaiser Foundation Health Plan, Inc. PY 2022 · Money Purchase
Kaiser Permanente Northwest Supplemental Retirement Plan · $44M · 362 · 87th
- PART $44M
- PART 362
- PART 87th
- PART Money Purchase
- PART near Qlarant Money Purchase Pension Plan
- PART ind #17837
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 Northwest Supplemental Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $52M |
|---|---|
| Net Assets (End of Year) | $44M |
| Net Income | -$8M |
| Employer EIN | 941340523 |
| Plan Effective Date | 1978-01-01 |
| Filing Status | FILING 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
| 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.
- 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
Kaiser Permanente Northwest Supplemental Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Qlarant Money Purchase Pension Plan in MD ($44M); by covered participants it is Minnkota Power Cooperative, Inc Employees Pension Plan - Plan B in ND (362 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($44M here).
- Qlarant Money Purchase Pension Plan (MD) $44M · 433
- Hawaii Tapers' Annuity Plan (HI) $44M · 380
- Verrill Dana LLP Pension Plan (ME) $44M · 214
- Pipefitters and Plumbers Local No. 524 Pension and Annuity Plan (PA) $44M · 357
Similar participant headcount
Nearest other-state filings by covered participants (362 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.