Defined Benefit (Pension) · DOL Form 5500 · 2022
Southern California Permanente Medical Group Pension Plan
Data updated 2026-08-25
- $7.6B
- Total assets Very large vs avg
- 45,962
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $165,292
- Avg per participant Above avg balance/head
Official DOL plan name: Kaiser Permanente Retirement Plan for Scpmg · Sponsored by Southern California Permanente Medical Group · California · Healthcare & Social Assistance
$7.6B in assets, 45,962 participants
Southern California Permanente Medical Group's Kaiser Permanente Retirement Plan for Scpmg reported $7.6B in total assets and 45,962 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.
- #20,051 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
Kaiser Permanente Retirement Plan for Scpmg covers 45,962 participants in California, 73x the typical California plan (state average ~630 per filing). Assets: $7.6B.
- #20,051
- in Healthcare & Social Assistance (20,060 peers)
- -11.9%
- assets change YoY
- 76×
- vs typical plan assets (national mean)
The plan reported a net loss of $1.0B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kaiser Permanente Retirement Plan for Scpmg's outsized position by total assets
Kaiser Permanente Retirement Plan for Scpmg vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,597,128,606 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 for Scpmg'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 for Scpmg is a mega filing (45,962 participants), the rightmost band on the breakdown.
EBSA filing schedule strip
Filing strip 951750445 · Southern California Permanente Medical Group PY 2022 · Defined Benefit (Pension)
Kaiser Permanente Retirement Plan for Scpmg · $7.6B · 45,962 · 100th
- VS-ST $7.6B
- BOY 45,962
- SCH 100th
- EBSA Defined Benefit (Pension)
- PART near Firstenergy Corp. Master Pension Plan
- TYPE ind #20051
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 for Scpmg in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $8.6B |
|---|---|
| Net Assets (End of Year) | $7.6B |
| Net Income | -$1.0B |
| Employer EIN | 951750445 |
| Plan Effective Date | 1958-04-01 |
| 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 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
Scale composition for Kaiser Permanente Retirement Plan for Scpmg
Kaiser Permanente Retirement Plan for Scpmg reports $7.6B in end-of-year assets across 45,962 participants (0.062% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.049% of 93,925,755 covered participants) - about $165,292 per participant (1.2x the national average assets-per-participant) . Net income for plan year 2022 was -$1.0B.
This plan identity (EIN 951750445, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $7.6B to $8.4B (+10.4%) while covered participants moved from 45,962 to 50,341 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 45,962 | $7.6B | This page |
| 2023 | 47,418 | $7.7B | Open filing |
| 2024 · index core | 50,341 | $8.4B | 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)
Kaiser Permanente Retirement Plan for Scpmg's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Firstenergy Corp. Master Pension Plan in OH ($7.6B); by covered participants it is Sound Variable Annuity Pension Trust in WA (47,589 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7.6B here).
- Firstenergy Corp. Master Pension Plan (OH) $7.6B · 12,346
- Pepsico Employees Retirement Plan I (NY) $7.7B · 11,386
- Boilermaker-Blacksmith National Pension Trust (MO) $7.5B · 31,010
- Deseret Mutual Master Retirement Plan (UT) $7.8B · 12,102
Similar participant headcount
Nearest other-state filings by covered participants (45,962 participants); asset peers above are excluded.
- Sound Variable Annuity Pension Trust (WA) 47,589 · 1,627 off
- Southern Nevada Culinary and Bartenders Pension Plan (NV) 44,303 · 1,659 off
- Ufcw International Union-Industry Variable Annuity Pension Plan (IL) 43,875 · 2,087 off
- Deloitte Pension Plan (NY) 48,625 · 2,663 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.