401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-11

$155M
Total assets
356
Participants
95th
Percentile by assets
$436,438
Avg per participant
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Official DOL plan name: The Permanente Medical Group, Inc. Salary Deferral Retirement Plan · Sponsored by The Permanente Medical Group, Inc. · California · Healthcare & Social Assistance

$155M in assets, 356 participants

The Permanente Medical Group, Inc.'s The Permanente Medical Group, Inc. Salary Deferral Retirement Plan reported $155M in total assets and 356 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 139,126 plans)
  • #19,140 in Healthcare & Social Assistance (20,060 peers)

Where The Permanente Medical Group, Inc. Salary Deferral Retirement Plan sits by assets

The Permanente Medical Group, Inc. Salary Deferral Retirement Plan sits in the top 5% of all filed plans by assets, $155M for 356 participants (~$436,438/participant), down 16.6% in 2022.

$155M
total plan assets (2022 EOY)
356
covered participants
95th
percentile by assets (of 139,126 plans)
$436,438
avg assets per participant

The plan reported a net loss of $31M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where The Permanente Medical Group, Inc. Salary Deferral Retirement Plan sits by total assets

The Permanente Medical Group, Inc. Salary Deferral Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$155,371,826 Top 5% higher than 95% of 139,123 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

State
California
Industry
Healthcare & Social Assistance

The Permanente Medical Group, Inc. Salary Deferral Retirement Plan vs the 2022 asset distribution

By assets, The Permanente Medical Group, Inc. Salary Deferral Retirement Plan outranks 95% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$186M
Net Assets (End of Year)$155M
Net Income-$31M
Employer EIN942728480
Plan Effective Date1985-01-01
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 Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Permanente Medic…, Total assets ($B): 0.155371826 · Participants: 356The Permanente Medic…Wells Fargo & Compan…, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 4…Chevron Employee Sav…, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Sav…Intel 401(k) Savings…, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings…
The Permanente Medical Group, Inc. Salary Deferral Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Permanente Medical Group, Inc. Salar… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

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

Frequently Asked Questions

How did The Permanente Medical Group, Inc. Salary Deferral Retirement Plan assets move in 2022? ▼
The Permanente Medical Group, Inc. Salary Deferral Retirement Plan declined sharply - down 16.6% during 2022, from $186M to $155M. Reported net income was -$31M.
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 Retirement Plan rank by assets among Form 5500 filers? ▼
The Permanente Medical Group, Inc. Salary Deferral Retirement Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to The Permanente Medical Group, Inc. Salary Deferral Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Martignetti Companies, LLC 401(k) Plan in MA ($155M, 604 participants).

Next read for The Permanente Medical Group, Inc. Salar…

Scale reading

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

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942728480.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.