401(k) · DOL Form 5500 · 2022
Kaiser Foundation Health Plan, Inc. 401(k) Plan
Data updated 2026-08-25
- $2.9B
- Total assets Very large vs avg
- 29,274
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $97,636
- Avg per participant Below avg balance/head
Official DOL plan name: Kaiser Permanente Tax Sheltered Annuity Plan III · Sponsored by Kaiser Foundation Health Plan, Inc. · California · Healthcare & Social Assistance
$2.9B in assets, 29,274 participants
Kaiser Foundation Health Plan, Inc.'s Kaiser Permanente Tax Sheltered Annuity Plan III reported $2.9B in total assets and 29,274 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #20,016 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
Kaiser Permanente Tax Sheltered Annuity Plan III covers 29,274 participants in California, 46x the typical California plan (state average ~630 per filing). Assets: $2.9B.
- #20,016
- in Healthcare & Social Assistance (20,060 peers)
- -13.7%
- assets change YoY
- 29×
- vs typical plan assets (national mean)
The plan reported a net loss of $452M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kaiser Permanente Tax Sheltered Annuity Plan III's outsized position by total assets
Kaiser Permanente Tax Sheltered Annuity Plan III vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,858,199,255 Highest reported value at or above every one 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 Tax Sheltered Annuity Plan III's mega-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 Tax Sheltered Annuity Plan III is a mega filing (29,274 participants), the rightmost band on the breakdown.
Published 5500 schedule card
Filing strip 941340523 · Kaiser Foundation Health Plan, Inc. PY 2022 · 401(k)
Kaiser Permanente Tax Sheltered Annuity Plan III · $2.9B · 29,274 · 100th
- PART $2.9B
- TYPE 29,274
- NET 100th
- BOOK 401(k)
- VS-ST near Cintas Partners' Plan
- BOY ind #20016
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 Tax Sheltered Annuity Plan III in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $3.3B |
|---|---|
| Net Assets (End of Year) | $2.9B |
| Net Income | -$452M |
| Employer EIN | 941340523 |
| Plan Effective Date | 2017-01-01 |
| 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 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Scale composition for Kaiser Permanente Tax Sheltered Annuity Plan III
Kaiser Permanente Tax Sheltered Annuity Plan III reports $2.9B in end-of-year assets across 29,274 participants (0.023% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.031% of 93,925,755 covered participants) - about $97,636 per participant (71% of the national average assets-per-participant) . Net income for plan year 2022 was -$452M.
This plan identity (EIN 941340523, plan #039) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.9B to $13.8B (+384.6%) while covered participants moved from 29,274 to 79,670 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 29,274 | $2.9B | This page |
| 2023 | 30,550 | $12.3B | Open filing |
| 2024 · index core | 79,670 | $13.8B | 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)
Kaiser Permanente Tax Sheltered Annuity Plan III's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Cintas Partners' Plan in OH ($2.9B); by covered participants it is Allegis Group, Inc. Retirement Savings Plan One in MD (29,283 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.9B here).
- Cintas Partners' Plan (OH) $2.9B · 44,764
- Sas Retirement Plan (NC) $2.8B · 5,967
- Zurich Savings Plan (IL) $2.9B · 8,681
- The Wegmans Retirement Plans (NY) $2.8B · 39,720
Similar participant headcount
Nearest other-state filings by covered participants (29,274 participants); asset peers above are excluded.
- Allegis Group, Inc. Retirement Savings Plan One (MD) 29,283 · 9 off
- U-Haul Holding Company 401(k) Savings Plan (AZ) 29,328 · 54 off
- New York Hotel Trades Council & Hotel Association of New York City, Inc. 401(k) Savings Plan (NY) 29,351 · 77 off
- Panera Bread Company 401(k) Retirement Savings Plan (MO) 29,184 · 90 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.