401(k) · DOL Form 5500 · 2022

The Permanente Medical Group, Inc. 401(k) Plan

Data updated 2026-08-06

$7.0B
Total assets
19,110
Participants
100th
Percentile by assets
$365,694
Avg per participant
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Official DOL plan name: The Permanente Medical Group, Inc. Salary Deferral Plan · Sponsored by The Permanente Medical Group, Inc. · California · Healthcare & Social Assistance

$7.0B in assets, 19,110 participants

The Permanente Medical Group, Inc.'s The Permanente Medical Group, Inc. Salary Deferral Plan reported $7.0B in total assets and 19,110 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.

  • 100th percentile by assets (of 139,258 plans)
  • #20,075 in Healthcare & Social Assistance (20,087 peers)

Coverage in California

The Permanente Medical Group, Inc. Salary Deferral Plan covers 19,110 participants in California, 30x the typical California plan (state average ~637 per filing). Assets: $7.0B.

$7.0B
total plan assets (2022 EOY)
19,110
covered participants
100th
percentile by assets (of 139,258 plans)
$365,694
avg assets per participant

The plan reported a net loss of $1.3B 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 637 participants across 14,392 plans. The Permanente Medical Group, Inc. Salary Deferral Plan reports 19,110 participants - 30x that state average ($7.0B EOY assets).

California filing particulars

Total Assets (Beginning of Year)$8.3B
Net Assets (End of Year)$7.0B
Net Income-$1.3B
Employer EIN942728480
Plan Effective Date1982-01-02
Filing StatusFILING RECEIVED

Sponsor Plan History (The Permanente Medical Group, Inc.)

$28B$30B$32B$34B$36B 202220232024 $28.7B $35.2B ▲ +22.8%
Total plan assets by year, all The Permanente Medical Group, Inc. plans on file
Year Plans Participants Total Assets
2022 6 92,233 $28.7B
2023 6 96,363 $32.1B
2024 6 100,822 $35.2B

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Permanente Medical Group, Inc. Salary Deferral Plan vs. nearby 401(k) plans in California, assets vs. participants

The Permanente Medical Group, Inc. Salary Deferral Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. 050000100000150000200000250000 01020304050 Total assets ($B) Participants The Permanente Medic…Wells Fargo & Compan…Google LLC 401(k) Sa…Oracle Corporation 4…Chevron Employee Sav…Intel 401(k) Savings…
The Permanente Medical Group, Inc. Salary Deferral Plan vs. nearby 401(k) plans in California, assets vs. participants

Scale composition for The Permanente Medical Group, Inc. Salary Deferral Plan

The Permanente Medical Group, Inc. Salary Deferral Plan reports $7.0B in end-of-year assets across 19,110 participants (0.060% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.021% of 89,805,449 covered participants) - about $365,694 per participant (2.7x the national average assets-per-participant) . Net income for plan year 2022 was -$1.3B.

This plan identity (EIN 942728480, plan #013) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $7.0B to $9.9B (+41.4%) while covered participants moved from 19,110 to 21,688 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 19,110 $7.0B This page
2023 20,817 $8.5B Open filing
2024 · index core 21,688 $9.9B Open filing

The same sponsor also keeps 4 other index-core plans on PlainRetire:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Permanente Medical Group, Inc. Salary Deferral Plan by total assets, not by location.

Frequently Asked Questions

How did The Permanente Medical Group, Inc. Salary Deferral Plan assets move in 2022?
The Permanente Medical Group, Inc. Salary Deferral Plan declined sharply - down 16.0% during 2022, from $8.3B to $7.0B. Reported net income was -$1.3B.
How have The Permanente Medical Group, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), The Permanente Medical Group, Inc.'s sponsor-wide assets grew 22.8%, from $28.7B to $35.2B.
Where does The Permanente Medical Group, Inc. Salary Deferral Plan rank by assets among Form 5500 filers?
The Permanente Medical Group, Inc. Salary Deferral Plan ranks in the 100th percentile by end-of-year assets among 139,258 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to The Permanente Medical Group, Inc. Salary Deferral Plan?
Among 401(k) plans in other states, the closest by assets is Gsk 401(k) Plan in PA ($7.0B, 14,527 participants).

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Filing takeaways

Ways to act on The Permanente Medical Group, Inc. Salary Deferral Plan's numbers.