Defined Benefit (Pension) · DOL Form 5500 · 2022

The Permanente Federation, LLC Pension Plan

Data updated 2026-08-11

$52M
Total assets
137
Participants
88th
Percentile by assets
$382,366
Avg per participant
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Official DOL plan name: Permanente Retirement Plan · Sponsored by The Permanente Federation, LLC · California · Healthcare & Social Assistance

$52M in assets, 137 participants

The Permanente Federation, LLC's Permanente Retirement Plan reported $52M in total assets and 137 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • 88th percentile by assets (of 139,126 plans)
  • #18,084 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Permanente Retirement Plan covers 137 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $52M.

$52M
total plan assets (2022 EOY)
137
covered participants
88th
percentile by assets (of 139,126 plans)
$382,366
avg assets per participant

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Permanente Retirement Plan sits by total assets

Permanente Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$52,384,147 Top 12% higher than 88% of 139,123 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

State
California
Industry
Healthcare & Social Assistance

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Permanente Retirement Plan reports 137 participants - about 22% of that state average ($52M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$52M
Net Income-$9M
Employer EIN522017558
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Permanente Federation, LLC)

$110M$120M$130M$140M$150M 202220232024 $116M $140M ▲ +20.0%
Total plan assets by year, all The Permanente Federation, LLC plans on file
Year Plans Participants Total Assets
2022 2 285 $116M
2023 2 275 $130M
2024 2 277 $140M

Nearby Defined Benefit (Pension) Plans in California

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

Permanente Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Permanente Retiremen…, Total assets ($B): 0.052384147 · Participants: 137Permanente Retiremen…Kaiser Permanente Re…, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Re…Pacific Gas and Elec…, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Elec…Retirement Plan for …, Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for …Disney Salaried Pens…, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pens…Wells Fargo & Compan…, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Compan…
Permanente Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Permanente Retirement Plan side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Permanente Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Permanente Retirement Plan assets move in 2022? ▼
Permanente Retirement Plan declined sharply - down 15.4% during 2022, from $62M to $52M. Reported net income was -$9M.
How have The Permanente Federation, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Permanente Federation, LLC's sponsor-wide assets grew 20.0%, from $116M to $140M.
Where does Permanente Retirement Plan rank by assets among Form 5500 filers? ▼
Permanente Retirement Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Permanente Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Plumbers and Pipefitters Local Union No. 776 (Lima, Ohio) in OH ($52M, 237 participants).

Next read for Permanente Retirement Plan

Filing takeaways

Ways to act on Permanente Retirement Plan's numbers.

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 522017558.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.