401(k) · DOL Form 5500 · 2022

The Henry J. Kaiser Family Foundation 401(k) Plan

Data updated 2026-08-25

$79M
Total assets Below avg plan size
170
Participants Small participant base
91st
Percentile by assets National rank
$462,889
Avg per participant High balance/head
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Official DOL plan name: The Henry J. Kaiser Family Foundation 401(k) Plan · Sponsored by The Henry J. Kaiser Family Foundation · California · Other Services

$79M in assets, 170 participants

The Henry J. Kaiser Family Foundation's The Henry J. Kaiser Family Foundation 401(k) Plan reported $79M in total assets and 170 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #8,120 in Other Services (8,398 peers)

Coverage in California

The Henry J. Kaiser Family Foundation 401(k) Plan covers 170 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $79M.

#8,120
in Other Services (8,398 peers)
-19.2%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Henry J. Kaiser Family Foundation 401(k) Plan's outsized position by total assets

The Henry J. Kaiser Family Foundation 401(k) Plan vs every filed plan by assets

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

$78,691,090 Top 9% higher than 91% 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

The Henry J. Kaiser Family Foundation 401(k) 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. The Henry J. Kaiser Family Foundation 401(k) Plan sits mid-pack in the medium band (170 participants).

Published 5500 schedule card

Filing strip 946064808 · The Henry J. Kaiser Family Foundation PY 2022 · 401(k)

The Henry J. Kaiser Family Foundation 401(k) Plan · $79M · 170 · 91st

  • EOY $79M
  • EOY 170
  • EOY 91st
  • EOY 401(k)
  • EOY near T & M Associates Retirement and Savings Incentive Plan
  • EOY ind #8120

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 Other Services retirement plans → · Plans in California →

The Henry J. Kaiser Family Foundation 401(k) Plan in the asset neighbourhood

Mountin West Anesthesia, L. L. C. Retirement PlanMountin West Anesthesia, L. …$79MKentucky Farm Bureau Mutual Insurance Company 401(k) PlanKentucky Farm Bureau Mutual …$79MThe Henry J. Kaiser Family Foundation 401(k) PlanThe Henry J. Kaiser Family F…$79MT & M Associates Retirement and Savings Incentive PlanT & M Associates Retirement …$79MSignant Health 401(k) Plan$79M
End-of-year total assets ($M) among The Henry J. Kaiser Family Foundation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$97M
Net Assets (End of Year)$79M
Net Income-$19M
Employer EIN946064808
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Henry J. Kaiser Family Foundation)

Sponsor-wide plan assets over time

All The Henry J. Kaiser Family Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$116M 46.90510704579133% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $78.7M $116M ▲ +46.9%
Year Plans Participants Total Assets
2022 1 170 $79M
2023 1 198 $96M
2024 1 206 $116M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Henry J. Kaiser Family Foundation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Henry J. Kaiser Family Foundation 401(k) Plan, Total assets ($B): 0.07869109 · Participants: 170The Henry J. Kaiser Family Foundation 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
The Henry J. Kaiser Family Foundation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Henry J. Kaiser Family Foundation 401(k) Plan side-by-side with 3 peers →

The Henry J. Kaiser Family Foundation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is T & M Associates Retirement and Savings Incentive Plan in NJ ($79M); by covered participants it is La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust in NY (170 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (170 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 The Henry J. Kaiser Family Foundation 401(k) Plan assets move in 2022? ▼
The Henry J. Kaiser Family Foundation 401(k) Plan declined sharply - down 19.2% during 2022, from $97M to $79M. Reported net income was -$19M.
How have The Henry J. Kaiser Family Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Henry J. Kaiser Family Foundation's sponsor-wide assets grew 46.9%, from $79M to $116M.
Where does The Henry J. Kaiser Family Foundation 401(k) Plan rank by assets among Form 5500 filers? ▼
The Henry J. Kaiser Family Foundation 401(k) Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Henry J. Kaiser Family Foundation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is T & M Associates Retirement and Savings Incentive Plan in NJ ($79M, 333 participants).
Which 401(k) plans cover a similar participant headcount to The Henry J. Kaiser Family Foundation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust in NY (170 participants, $2M 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 946064808.

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.