Defined Benefit (Pension) · DOL Form 5500 · 2022
Kaiser Foundation Health Plan, Inc. Pension Plan
Data updated 2026-08-25
- $31.9B
- Total assets Mega-plan scale
- 126,331
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $252,145
- Avg per participant Above avg balance/head
Official DOL plan name: Kaiser Permanente Retirement Plan · Sponsored by Kaiser Foundation Health Plan, Inc. · California · Healthcare & Social Assistance
$31.9B in assets, 126,331 participants
Kaiser Foundation Health Plan, Inc.'s Kaiser Permanente Retirement Plan reported $31.9B in total assets and 126,331 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.
- #20,060 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
Kaiser Permanente Retirement Plan covers 126,331 participants in California, 200x the typical California plan (state average ~630 per filing). Assets: $31.9B.
- #20,060
- in Healthcare & Social Assistance (20,060 peers)
- -16.3%
- assets change YoY
- 320×
- vs typical plan assets (national mean)
The plan reported a net loss of $6.2B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kaiser Permanente Retirement Plan's outsized position by total assets
Kaiser Permanente Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$31,853,758,931 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
Kaiser Permanente Retirement Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kaiser Permanente Retirement Plan is a mega filing (126,331 participants), the rightmost band on the breakdown.
Plan-year Form 5500 strip
Filing strip 941340523 · Kaiser Foundation Health Plan, Inc. PY 2022 · Defined Benefit (Pension)
Kaiser Permanente Retirement Plan · $31.9B · 126,331 · 100th
- EBSA $31.9B
- PART 126,331
- TYPE 100th
- NET Defined Benefit (Pension)
- BOOK near State Farm Insurance Companies Retirement Plan for United States Employees
- VS-ST ind #20060
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 →
Kaiser Permanente Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $38.1B |
|---|---|
| Net Assets (End of Year) | $31.8B |
| Net Income | -$6.2B |
| Employer EIN | 941340523 |
| Plan Effective Date | 1958-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kaiser Foundation Health Plan, Inc.)
Sponsor-wide plan assets over time
All Kaiser Foundation Health Plan, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $80.8B 29.65500360890928% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 8 | 377,906 | $62.3B |
| 2023 | 8 | 386,094 | $71.4B |
| 2024 | 9 | 451,784 | $80.8B |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
- Disney Salaried Pension Plan D $9.2B · 11,405
- Wells Fargo & Company Cash Balance Plan $8.8B · 59,141
- Ilwu-Pma Pension Plan $8.7B · 16,522
Scale composition for Kaiser Permanente Retirement Plan
Kaiser Permanente Retirement Plan reports $31.9B in end-of-year assets across 126,331 participants (0.26% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.13% of 93,925,755 covered participants) - about $252,145 per participant (1.8x the national average assets-per-participant) . Net income for plan year 2022 was -$6.2B.
This plan identity (EIN 941340523, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $31.9B to $34.5B (+8.2%) while covered participants moved from 126,331 to 135,057 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 126,331 | $31.9B | This page |
| 2023 | 127,356 | $33.5B | Open filing |
| 2024 · index core | 135,057 | $34.5B | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- Kaiser Permanente Retirement Plan (Defined Benefit (Pension), $34.5B, 135,057 participants)
- Kaiser Permanente 401(k) Retirement Plan (401(k), $22.5B, 149,110 participants)
- Kaiser Permanente Tax Sheltered Annuity Plan (401(k), $13.8B, 79,670 participants)
- Kaiser Permanente Supplemental Savings and Retirement Plan (Money Purchase, $5.7B, 37,013 participants)
Kaiser Permanente Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is State Farm Insurance Companies Retirement Plan for United States Employees in IL ($32.1B); by covered participants it is Sound Retirement Trust in WA (105,428 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31.9B here).
- State Farm Insurance Companies Retirement Plan for United States Employees (IL) $32.1B · 49,052
- Fedex Corporation Employees' Pension Plan (TN) $25.6B · 119,742
- IBM Personal Pension Plan (NY) $25.5B · 16,431
- The Pension Value Plan for Employees of the Boeing Company (WA) $25.2B · 34,042
Similar participant headcount
Nearest other-state filings by covered participants (126,331 participants); asset peers above are excluded.
- Sound Retirement Trust (WA) 105,428 · 20,903 off
- JPMorgan Chase Retirement Plan (NJ) 102,340 · 23,991 off
- UPS Pension Plan (GA) 151,682 · 25,351 off
- Iam National Pension Fund (DC) 94,512 · 31,819 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.