Money Purchase · DOL Form 5500 · 2022
Kaiser Foundation Health Plan, Inc. Money Purchase Plan
Data updated 2026-08-11
- $44M
- Total assets
- 362
- Participants
- 87th
- Percentile by assets
- $120,958
- Avg per participant
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.
- 87th percentile by assets (of 139,126 plans)
- #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.
- $44M
- total plan assets (2022 EOY)
- 362
- covered participants
- 87th
- percentile by assets (of 139,126 plans)
- $120,958
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Kaiser Permanente Northwest Supplemental Retirement Plan outranks 87% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
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.)
| 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 Northwest Supplemental Retirement 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Kaiser Permanente Northwest Supplemental Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Kaiser Permanente Northwest Supplemental Retirement Plan assets move in 2022? ▼
How have Kaiser Foundation Health Plan, Inc. plan assets changed over time? ▼
Where does Kaiser Permanente Northwest Supplemental Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Kaiser Permanente Northwest Supplemental Retirement Plan? ▼
Next read for Kaiser Permanente Northwest Supplemental…
Scale reading
Ways to act on Kaiser Permanente Northwest Supplemental Retirement Plan's numbers.
- By total assets, Kaiser Permanente Northwest Supplemental Retirement Plan ranks in the top quartile 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