Money Purchase · DOL Form 5500 · 2022
The Permanente Medical Group, Inc. Money Purchase Plan
Data updated 2026-08-25
- $5.9B
- Total assets Very large vs avg
- 17,035
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $345,294
- Avg per participant High balance/head
Official DOL plan name: The Permanente Contribution Plan of the Permanente Medical Group, Inc. · Sponsored by The Permanente Medical Group, Inc. · California · Healthcare & Social Assistance
$5.9B in assets, 17,035 participants
The Permanente Medical Group, Inc.'s The Permanente Contribution Plan of the Permanente Medical Group, Inc. reported $5.9B in total assets and 17,035 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.
- #20,043 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
The Permanente Contribution Plan of the Permanente Medical Group, Inc. covers 17,035 participants in California, 27x the typical California plan (state average ~630 per filing). Assets: $5.9B.
- #20,043
- in Healthcare & Social Assistance (20,060 peers)
- -15.7%
- assets change YoY
- 59×
- vs typical plan assets (national mean)
The plan reported a net loss of $1.1B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Permanente Contribution Plan of the Permanente Medical Group, Inc.'s outsized position by total assets
The Permanente Contribution Plan of the Permanente Medical Group, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,882,091,384 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
The Permanente Contribution Plan of the Permanente Medical Group, Inc.'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. The Permanente Contribution Plan of the Permanente Medical Group, Inc. is a mega filing (17,035 participants), the rightmost band on the breakdown.
Form 5500 schedule snapshot
Filing strip 942728480 · The Permanente Medical Group, Inc. PY 2022 · Money Purchase
The Permanente Contribution Plan of the Permanente Medical Group, Inc. · $5.9B · 17,035 · 100th
- TYPE $5.9B
- NET 17,035
- BOOK 100th
- VS-ST Money Purchase
- BOY near Tiaa Retirement Plan
- SCH ind #20043
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 →
The Permanente Contribution Plan of the Permanente Medical Group, Inc. in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $7.0B |
|---|---|
| Net Assets (End of Year) | $5.9B |
| Net Income | -$1.1B |
| Employer EIN | 942728480 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Permanente Medical Group, Inc.)
Sponsor-wide plan assets over time
All The Permanente Medical Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $35.2B 22.780701823225495% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 6 | 92,233 | $28.7B |
| 2023 | 6 | 96,363 | $32.1B |
| 2024 | 6 | 100,822 | $35.2B |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- 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
- Laborers Annuity Plan for Northern California $1.4B · 30,063
Scale composition for The Permanente Contribution Plan of the Permanente Medical Group, Inc.
The Permanente Contribution Plan of the Permanente Medical Group, Inc. reports $5.9B in end-of-year assets across 17,035 participants (0.048% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.018% of 93,925,755 covered participants) - about $345,294 per participant (2.5x the national average assets-per-participant) . Net income for plan year 2022 was -$1.1B.
This plan identity (EIN 942728480, plan #040) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $5.9B to $7.9B (+34.4%) while covered participants moved from 17,035 to 18,550 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 17,035 | $5.9B | This page |
| 2023 | 18,060 | $7.0B | Open filing |
| 2024 · index core | 18,550 | $7.9B | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. (Defined Benefit (Pension), $11.4B, 18,983 participants)
- The Permanente Medical Group, Inc. Salary Deferral Plan (401(k), $9.9B, 21,688 participants)
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. (Money Purchase, $7.9B, 18,550 participants)
- Kaiser Permanente Employees Pension Plan (Defined Benefit (Pension), $5.6B, 40,879 participants)
The Permanente Contribution Plan of the Permanente Medical Group, Inc.'s out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Tiaa Retirement Plan in NY ($4.5B); by covered participants it is Michigan Regional Council of Carpenters' Annuity Fund in MI (19,164 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5.9B here).
- Tiaa Retirement Plan (NY) $4.5B · 11,825
- Young Men's Christian Association Retirement Fund Retirement Plan (NY) $3.6B · 42,922
- The Johns Hopkins University Applied Physics Laboratory Pension Plan a (MD) $2.5B · 8,647
- The Mitre Corporation Qualified Retirement Plan (MA) $2.2B · 12,021
Similar participant headcount
Nearest other-state filings by covered participants (17,035 participants); asset peers above are excluded.
- Michigan Regional Council of Carpenters' Annuity Fund (MI) 19,164 · 2,129 off
- Itpeu Pension Fund (NJ) 14,627 · 2,408 off
- Michigan Laborers' Annuity Fund (MI) 20,434 · 3,399 off
- Southern States Savings & Retirement Plan Trust (FL) 13,122 · 3,913 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.