Money Purchase
2022 plan-year Money Purchase DOL Form 5500

Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Southern California Permanente Medical Group ยท California ยท Healthcare & Social Assistance

What the 2023 filing shows

Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg holds $693M for 6,078 participants - about $114,011 per participant, down 17.7% over the 2022 plan year.

$693M
total plan assets (2022 EOY)
6,078
covered participants
$114,011
avg assets per participant
-17.7%
assets change YoY

The plan reported a net loss of $149M for the year โ€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$693M
Participants
6,078
State
Industry
Healthcare & Social Assistance

What the Filing Says About Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg

Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg is a Money Purchase retirement plan sponsored by Southern California Permanente Medical Group, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $693M in total end-of-year assets and covers 6,078 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 951750445, and the plan has been effective since 1968-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $842M at the beginning of 2022 to $693M at year-end โ€” a decline of 17.7%. Net assets (after liabilities) closed the year at $693M, with reported net income of $-148,661,609 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$842M
Total Assets (End of Year)$693M
Net Assets (End of Year)$693M
Net Income$-148,661,609
Plan TypeMoney Purchase
Employer EIN951750445
Plan Effective Date1968-01-01
Filing StatusFILING 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 Money Purchase Plans in California

Peer Money Purchase plans โ€” same state, same plan type โ€” ranked by total assets.

Frequently Asked Questions

How much money is in the Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg?
As of the 2022 Form 5500 filing, Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg holds $693M in total assets with 6,078 participants. It is sponsored by Southern California Permanente Medical Group.
What type of plan is Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg?
Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg is a Money Purchase plan. It has been effective since 1968-01-01. The plan is filed with the U.S. Department of Labor under EIN 951750445.
Who sponsors the Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg?
Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg is sponsored by Southern California Permanente Medical Group, located in California. The sponsor's EIN is 951750445 and the plan operates in the Healthcare & Social Assistance industry.
How did Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg perform in 2022?
Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg declined by 17.7% during 2022, moving from $842M to $693M in total assets. Net income was $-148,661,609.
Where can I find official filings for Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg?
Official Form 5500 filings for Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 951750445 or plan name at efast.dol.gov.
How does Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg compare to other plans?
You can compare Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg against other Money Purchase plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 951750445.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

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