Profit Sharing · DOL Form 5500 · 2022
Southern California Permanente Medical Group Profit Sharing Plan
Data updated 2026-08-25
- $5.6B
- Total assets Very large vs avg
- 9,727
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $575,624
- Avg per participant High balance/head
Official DOL plan name: Scpmg Keogh Plan · Sponsored by Southern California Permanente Medical Group · California · Healthcare & Social Assistance
$5.6B in assets, 9,727 participants
Southern California Permanente Medical Group's Scpmg Keogh Plan reported $5.6B in total assets and 9,727 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.
- #20,039 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
Scpmg Keogh Plan covers 9,727 participants in California, 15x the typical California plan (state average ~630 per filing). Assets: $5.6B.
- #20,039
- in Healthcare & Social Assistance (20,060 peers)
- -16.3%
- assets change YoY
- 56×
- 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.
Scpmg Keogh Plan's outsized position by total assets
Scpmg Keogh Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,599,096,297 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
Scpmg Keogh Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Scpmg Keogh Plan lands in the large band (9,727 participants).
EBSA filing schedule strip
Filing strip 951750445 · Southern California Permanente Medical Group PY 2022 · Profit Sharing
Scpmg Keogh Plan · $5.6B · 9,727 · 100th
- ASSETS $5.6B
- PCT 9,727
- EIN 100th
- RANK Profit Sharing
- PHOTO near Southwest Airlines Co. Profitsharing Plan
- IND ind #20039
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 →
Scpmg Keogh Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $6.7B |
|---|---|
| Net Assets (End of Year) | $5.6B |
| Net Income | -$1.1B |
| Employer EIN | 951750445 |
| Plan Effective Date | 1973-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southern California Permanente Medical Group)
Sponsor-wide plan assets over time
All Southern California Permanente Medical Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $26.2B 38.68158466521406% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 81,226 | $18.9B |
| 2023 | 5 | 83,002 | $20.9B |
| 2024 | 7 | 116,967 | $26.2B |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Intel Retirement Contribution Plan $6.9B · 22,216
- Motion Picture Industry Individual Account Plan $5.6B · 67,173
- Memorialcare Retirement Plan $1.2B · 5,104
- Cedars-Sinai Health System Defined Contribution Retirement Plan $797M · 11,344
- Disney Retirement Savings Plan $792M · 30,171
Scale composition for Scpmg Keogh Plan
Scpmg Keogh Plan reports $5.6B in end-of-year assets across 9,727 participants (0.045% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $575,624 per participant (4.2x the national average assets-per-participant) . Net income for plan year 2022 was -$1.1B.
This plan identity (EIN 951750445, plan #008) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $5.6B to $7.9B (+40.6%) while covered participants moved from 9,727 to 10,749 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,727 | $5.6B | This page |
| 2023 | 10,125 | $6.8B | Open filing |
| 2024 · index core | 10,749 | $7.9B | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- Kaiser Permanente Retirement Plan for Scpmg (Defined Benefit (Pension), $8.4B, 50,341 participants)
- Scpmg Keogh Plan (Profit Sharing, $7.9B, 10,749 participants)
- The 401(k) Plan for Permanente Medical Groups (401(k), $6.5B, 18,392 participants)
- Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg (Money Purchase, $899M, 6,452 participants)
Scpmg Keogh Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Southwest Airlines Co. Profitsharing Plan in TX ($5.3B); by covered participants it is Old Republic Baseline Security Plan in IL (9,610 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5.6B here).
- Southwest Airlines Co. Profitsharing Plan (TX) $5.3B · 60,454
- Emory University Retirement Plan (GA) $4.2B · 18,872
- Retirement Wealth Builder Plan of Pricewaterhousecoopers LLP (FL) $4.1B · 44,915
- W. W. Grainger, Inc. Retirement Savings Plan (IL) $3.0B · 17,181
Similar participant headcount
Nearest other-state filings by covered participants (9,727 participants); asset peers above are excluded.
- Old Republic Baseline Security Plan (IL) 9,610 · 117 off
- Baylor College of Medicine Retirement Plan (TX) 9,875 · 148 off
- Operating Engineers Local 66 Annuity and Savings Fund (PA) 9,879 · 152 off
- Shands Health Care Matched Savings Account 401(a) (FL) 9,486 · 241 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.