Defined Benefit (Pension) · DOL Form 5500 · 2022
Southern California Permanente Medical Group Pension Plan
Data updated 2026-08-06
- $7.6B
- Total assets
- 45,962
- Participants
- 100th
- Percentile by assets
- $165,292
- Avg per participant
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.
- 100th percentile by assets (of 139,258 plans)
- #20,078 in Healthcare & Social Assistance (20,087 peers)
Coverage in California
Kaiser Permanente Retirement Plan for Scpmg covers 45,962 participants in California, 72x the typical California plan (state average ~637 per filing). Assets: $7.6B.
- $7.6B
- total plan assets (2022 EOY)
- 45,962
- covered participants
- 100th
- percentile by assets (of 139,258 plans)
- $165,292
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 637 participants across 14,392 plans. Kaiser Permanente Retirement Plan for Scpmg reports 45,962 participants - 72x that state average ($7.6B EOY assets).
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)
| 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 for Scpmg vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
- 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 (0.065% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.051% of 89,805,449 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)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Kaiser Permanente Retirement Plan for Scpmg by total assets, not by location.
- 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
Frequently Asked Questions
How did Kaiser Permanente Retirement Plan for Scpmg assets move in 2022? ▼
How have Southern California Permanente Medical Group plan assets changed over time? ▼
Where does Kaiser Permanente Retirement Plan for Scpmg rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Kaiser Permanente Retirement Plan for Scpmg? ▼
Next read for Kaiser Permanente Retirement Plan for Sc…
Filing takeaways
Ways to act on Kaiser Permanente Retirement Plan for Scpmg's numbers.
- By total assets, Kaiser Permanente Retirement Plan for Scpmg ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- Southern California Permanente Medical Group's sponsor-wide assets have grown 38.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans