Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

PERMANENTE PHYSICIANS RETIREMENT PLAN FOR HPMG, INC.

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

HAWAII PERMANENTE MEDICAL GROUP, INC.

This Defined Benefit (Pension) plan holds $438M in total assets and serves 730 participants as of 2022. It is sponsored by HAWAII PERMANENTE MEDICAL GROUP, INC. in California. The plan reported a net loss of $70M for the year.

Total Assets (2023)
$438M
Participants
730
State
Industry
Healthcare & Social Assistance

What the Filing Says About PERMANENTE PHYSICIANS RETIREMENT PLAN FOR HPMG, INC.

PERMANENTE PHYSICIANS RETIREMENT PLAN FOR HPMG, INC. is a Defined Benefit (Pension) retirement plan sponsored by HAWAII PERMANENTE MEDICAL GROUP, INC., headquartered in California. As of the 2022 Form 5500 filing, the plan reports $438M in total end-of-year assets and covers 730 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 990104820, and the plan has been effective since 1965-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $511M at the beginning of 2022 to $438M at year-end — a decline of 14.2%. Net assets (after liabilities) closed the year at $438M, with reported net income of $-70,418,321 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$511M
Total Assets (End of Year)$438M
Net Assets (End of Year)$438M
Net Income$-70,418,321
Plan TypeDefined Benefit (Pension)
Employer EIN990104820
Plan Effective Date1965-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (HAWAII PERMANENTE MEDICAL GROUP, INC.)

Year Plans Participants Total Assets
2022 1 730 $438M
2023 1 754 $471M
2024 1 789 $498M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the PERMANENTE PHYSICIANS RETIREMENT PLAN FOR HPMG, INC.?
As of the 2022 Form 5500 filing, PERMANENTE PHYSICIANS RETIREMENT PLAN FOR HPMG, INC. holds $438M in total assets with 730 participants. It is sponsored by HAWAII PERMANENTE MEDICAL GROUP, INC..
What type of plan is PERMANENTE PHYSICIANS RETIREMENT PLAN FOR HPMG, INC.?
PERMANENTE PHYSICIANS RETIREMENT PLAN FOR HPMG, INC. is a Defined Benefit (Pension) plan. It has been effective since 1965-01-01. The plan is filed with the U.S. Department of Labor under EIN 990104820.
Who sponsors the PERMANENTE PHYSICIANS RETIREMENT PLAN FOR HPMG, INC.?
PERMANENTE PHYSICIANS RETIREMENT PLAN FOR HPMG, INC. is sponsored by HAWAII PERMANENTE MEDICAL GROUP, INC., located in California. The sponsor's EIN is 990104820 and the plan operates in the Healthcare & Social Assistance industry.
How did PERMANENTE PHYSICIANS RETIREMENT PLAN FOR HPMG, INC. perform in 2022?
PERMANENTE PHYSICIANS RETIREMENT PLAN FOR HPMG, INC. declined by 14.2% during 2022, moving from $511M to $438M in total assets. Net income was $-70,418,321.
Where can I find official filings for PERMANENTE PHYSICIANS RETIREMENT PLAN FOR HPMG, INC.?
Official Form 5500 filings for PERMANENTE PHYSICIANS RETIREMENT PLAN FOR HPMG, INC. are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 990104820 or plan name at efast.dol.gov.
How does PERMANENTE PHYSICIANS RETIREMENT PLAN FOR HPMG, INC. compare to other plans?
You can compare PERMANENTE PHYSICIANS RETIREMENT PLAN FOR HPMG, INC. against other Defined Benefit (Pension) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 990104820.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.