Money Purchase · DOL Form 5500 · 2022
Southern California Permanente Medical Group Money Purchase Plan
Data updated 2026-08-06
- $693M
- Total assets
- 6,078
- Participants
- 98th
- Percentile by assets
- $114,011
- Avg per participant
Official DOL plan name: Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg · Sponsored by Southern California Permanente Medical Group · California · Healthcare & Social Assistance
$693M in assets, 6,078 participants
Southern California Permanente Medical Group's Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg reported $693M in total assets and 6,078 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,258 plans)
- #19,819 in Healthcare & Social Assistance (20,087 peers)
Coverage in California
Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg covers 6,078 participants in California, 9.5x the typical California plan (state average ~637 per filing). Assets: $693M.
- $693M
- total plan assets (2022 EOY)
- 6,078
- covered participants
- 98th
- percentile by assets (of 139,258 plans)
- $114,011
- avg assets per participant
The plan reported a net loss of $149M 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 Supplemental Savings and Retirement Plan for Scpmg reports 6,078 participants - 9.5x that state average ($693M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $842M |
|---|---|
| Net Assets (End of Year) | $693M |
| Net Income | -$149M |
| Employer EIN | 951750445 |
| Plan Effective Date | 1968-01-01 |
| 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 Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg vs. nearby Money Purchase plans in California, assets vs. participants
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $5.9B · 17,035
- Kaiser Permanente Supplemental Savings and Retirement Plan $4.3B · 36,448
- University of Southern California Defined Contribution Retirement Plan $3.8B · 20,087
- Carpenters Annuity Trust Fund for Northern California $3.0B · 26,442
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.0B · 22,792
Scale composition for Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg
Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg reports $693M in end-of-year assets across 6,078 participants (0.006% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.007% of 89,805,449 covered participants) - about $114,011 per participant (83% of the national average assets-per-participant) . Net income for plan year 2022 was -$149M.
This plan identity (EIN 951750445, plan #030) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $693M to $899M (+29.8%) while covered participants moved from 6,078 to 6,452 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,078 | $693M | This page |
| 2023 | 6,073 | $803M | Open filing |
| 2024 · index core | 6,452 | $899M | 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 Money Purchase Plans Nationally
Money Purchase plans in other states closest to Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg by total assets, not by location.
- 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff (NH) $688M · 3,756
- Local 580 Annuity Fund (NY) $710M · 3,396
- Local 580 Annuity Fund (NY) $710M · 3,396
- Retirement Plan for Employees of Fermi Research Alliance, LLC (IL) $669M · 1,625
Frequently Asked Questions
How did Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg assets move in 2022? ▼
How have Southern California Permanente Medical Group plan assets changed over time? ▼
Where does Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg? ▼
Next read for Kaiser Permanente Supplemental Savings a…
Filing takeaways
Ways to act on Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg's numbers.
- By total assets, Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase 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