Profit Sharing · DOL Form 5500 · 2022

Southern California Permanente Medical Group Profit Sharing Plan

Data updated 2026-08-06

$5.6B
Total assets
9,727
Participants
100th
Percentile by assets
$575,624
Avg per participant
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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.

  • 100th percentile by assets (of 139,258 plans)
  • #20,066 in Healthcare & Social Assistance (20,087 peers)

Coverage in California

Scpmg Keogh Plan covers 9,727 participants in California, 15x the typical California plan (state average ~637 per filing). Assets: $5.6B.

$5.6B
total plan assets (2022 EOY)
9,727
covered participants
100th
percentile by assets (of 139,258 plans)
$575,624
avg assets per participant

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.

Participants vs California filers

In California, the average filing covers about 637 participants across 14,392 plans. Scpmg Keogh Plan reports 9,727 participants - 15x that state average ($5.6B EOY assets).

California filing particulars

Total Assets (Beginning of Year)$6.7B
Net Assets (End of Year)$5.6B
Net Income-$1.1B
Employer EIN951750445
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern California Permanente Medical Group)

$15B$20B$25B$30B 202220232024 $18.9B $26.2B ▲ +38.7%
Total plan assets by year, all Southern California Permanente Medical Group plans on file
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.

Scpmg Keogh Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Scpmg Keogh Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 02468 Total assets ($B) Participants Scpmg Keogh PlanIntel Retirement Con…Motion Picture Indus…Memorialcare Retirem…Cedars-Sinai Health …Disney Retirement Sa…
Scpmg Keogh Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Scale composition for Scpmg Keogh Plan

Scpmg Keogh Plan reports $5.6B in end-of-year assets across 9,727 participants (0.048% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.011% of 89,805,449 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:

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Scpmg Keogh Plan by total assets, not by location.

Frequently Asked Questions

How did Scpmg Keogh Plan assets move in 2022?
Scpmg Keogh Plan declined sharply - down 16.3% during 2022, from $6.7B to $5.6B. Reported net income was -$1.1B.
How have Southern California Permanente Medical Group plan assets changed over time?
Across 3 plan years on file (2022-2024), Southern California Permanente Medical Group's sponsor-wide assets grew 38.7%, from $18.9B to $26.2B.
Where does Scpmg Keogh Plan rank by assets among Form 5500 filers?
Scpmg Keogh 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 Profit Sharing plans are similar in size to Scpmg Keogh Plan?
Among Profit Sharing plans in other states, the closest by assets is Southwest Airlines Co. Profitsharing Plan in TX ($5.3B, 60,454 participants).

Filing takeaways

Ways to act on Scpmg Keogh Plan's numbers.