Money Purchase · DOL Form 5500 · 2022
Southern California Permanente Medical Group Money Purchase Plan
Data updated 2026-08-25
- $693M
- Total assets Above avg plan size
- 6,078
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $114,011
- Avg per participant Below avg balance/head
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.
- #19,792 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg covers 6,078 participants in California, 9.6x the typical California plan (state average ~630 per filing). Assets: $693M.
- #19,792
- in Healthcare & Social Assistance (20,060 peers)
- -17.7%
- assets change YoY
- 7.0×
- vs typical plan assets (national mean)
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.
Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg's outsized position by total assets
Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$692,957,639 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg lands in the large band (6,078 participants).
Form 5500 schedule snapshot
Filing strip 951750445 · Southern California Permanente Medical Group PY 2022 · Money Purchase
Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg · $693M · 6,078 · 98th
- BOOK $693M
- VS-ST 6,078
- BOY 98th
- SCH Money Purchase
- EBSA near 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff
- PART ind #19792
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 →
Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Southern California Permanente Medical Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $26.2B 38.68158466521406% vs 2022
- 2024 filing year
| 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.
- 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 $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $114,011 per participant (82% 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)
Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff in NH ($688M); by covered participants it is Alaska Carpenters Defined Contribution Trust Fund in WA (6,147 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($693M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (6,078 participants); asset peers above are excluded.
- Alaska Carpenters Defined Contribution Trust Fund (WA) 6,147 · 69 off
- The Children's Mercy Hospital Retirement Plan (MO) 5,977 · 101 off
- Local 338 Annuity Fund (NY) 5,950 · 128 off
- Florida Ubc Supplemental Pension Plan (TN) 5,942 · 136 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.