Defined Benefit (Pension) · DOL Form 5500 · 2022
The Southeast Permanente Medical Group Pension Plan
Data updated 2026-08-25
- $339M
- Total assets Above avg plan size
- 1,153
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $293,684
- Avg per participant High balance/head
Official DOL plan name: Kaiser Permanente Physicians and Employees Retirement Plan · Sponsored by The Southeast Permanente Medical Group · California · Healthcare & Social Assistance
$339M in assets, 1,153 participants
The Southeast Permanente Medical Group's Kaiser Permanente Physicians and Employees Retirement Plan reported $339M in total assets and 1,153 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #19,541 in Healthcare & Social Assistance (20,060 peers)
Where Kaiser Permanente Physicians and Employees Retirement Plan sits by assets
Kaiser Permanente Physicians and Employees Retirement Plan sits in the top 5% of all filed plans by assets, $339M for 1,153 participants (~$293,684/participant), down 11.9% in 2022.
- #19,541
- in Healthcare & Social Assistance (20,060 peers)
- -11.9%
- assets change YoY
- 3.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $43M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kaiser Permanente Physicians and Employees Retirement Plan's outsized position by total assets
Kaiser Permanente Physicians and Employees Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$338,618,104 Top 3% higher than 97% 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 Physicians and Employees Retirement 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. Kaiser Permanente Physicians and Employees Retirement Plan lands in the large band (1,153 participants).
Form 5500 schedule snapshot
Filing strip 581635081 · The Southeast Permanente Medical Group PY 2022 · Defined Benefit (Pension)
Kaiser Permanente Physicians and Employees Retirement Plan · $339M · 1,153 · 97th
- IND $339M
- EOY 1,153
- 5500 97th
- ASSETS Defined Benefit (Pension)
- PCT near Volvo Group North America Retirement Plan
- EIN ind #19541
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 Physicians and Employees Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $384M |
|---|---|
| Net Assets (End of Year) | $334M |
| Net Income | -$43M |
| Employer EIN | 581635081 |
| Plan Effective Date | 1989-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Southeast Permanente Medical Group)
Sponsor-wide plan assets over time
All The Southeast Permanente Medical Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $394M 16.307862558937487% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,153 | $339M |
| 2023 | 1 | 1,185 | $376M |
| 2024 | 1 | 1,229 | $394M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $31.9B · 126,331
- 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
Kaiser Permanente Physicians and Employees Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Volvo Group North America Retirement Plan in NC ($338M); by covered participants it is Pension Fund of Cement Masons Union Local No. 502 in IL (1,153 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($339M here).
- Volvo Group North America Retirement Plan (NC) $338M · 4,150
- Tuckpointer Local 52 Pension Plan (IL) $338M · 1,033
- The Hertz Corporation Account Balance Defined Benefit Pension Plan (FL) $337M · 3,535
- Delta Dental Plan of Michigan, Inc. Retirement Income Plan (MI) $337M · 633
Similar participant headcount
Nearest other-state filings by covered participants (1,153 participants); asset peers above are excluded.
- Pension Fund of Cement Masons Union Local No. 502 (IL) 1,153 · 0 off
- Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust (IA) 1,152 · 1 off
- Kamehameha Schools Retirement Plan (HI) 1,152 · 1 off
- West Pharmaceutical Services, Inc. Employees' Retirement Plan (PA) 1,150 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.