Defined Benefit (Pension) · DOL Form 5500 · 2022

The Permanente Federation, LLC Pension Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
137
Participants Small participant base
88th
Percentile by assets National rank
$382,366
Avg per participant High balance/head
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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.

  • #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.

#18,084
in Healthcare & Social Assistance (20,060 peers)
-15.4%
assets change YoY
0.5×
vs typical plan assets (national mean)

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.

Permanente Retirement Plan's outsized position 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 $2,050,000,000 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

Permanente Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Permanente Retirement Plan sits mid-pack in the medium band (137 participants).

Form 5500 schedule snapshot

Filing strip 522017558 · The Permanente Federation, LLC PY 2022 · Defined Benefit (Pension)

Permanente Retirement Plan · $52M · 137 · 88th

  • TYPE $52M
  • TYPE 137
  • TYPE 88th
  • TYPE Defined Benefit (Pension)
  • TYPE near Pension Plan for Plumbers and Pipefitters Local Union No. 776 (Lima, Ohio)
  • TYPE ind #18084

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 →

Permanente Retirement Plan in the asset neighbourhood

Local 111 Pension Fund$52MMitsubishi Motors NA, Inc - Mfg Div Pension Plan for StaffMitsubishi Motors NA, Inc - …$52MPermanente Retirement Plan$52MPension Plan for Plumbers and Pipefitters Local Union No. 776 (Lima, Ohio)Pension Plan for Plumbers an…$52MDefined Benefit Retirement Income Plan for Certain Employees of American Multi-Cinema, Inc.Defined Benefit Retirement I…$52M
End-of-year total assets ($M) among Permanente Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All The Permanente Federation, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$140M 19.98587426231965% vs 2022
2024 filing year
$110M$120M$130M$140M$150M 202220232024 $116M $140M ▲ +20.0%
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 ($B) Participants Permanente Retirement Plan, Total assets ($B): 0.052384147 · Participants: 137Permanente Retirement PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Permanente Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Permanente Retirement Plan side-by-side with 3 peers →

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 Pension Plan for Plumbers and Pipefitters Local Union No. 776 (Lima, Ohio) in OH ($52M); by covered participants it is Albemarle Corporation Pension Plan for Represented Employees in Houston, Tx. in NC (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Permanente Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Albemarle Corporation Pension Plan for Represented Employees in Houston, Tx. in NC (137 participants, $57M in assets).

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.