Defined Benefit (Pension) · DOL Form 5500 · 2022

Colorado Permanente Medical Group, P.C. Pension Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
397
Participants Below avg headcount
86th
Percentile by assets National rank
$104,375
Avg per participant Below avg balance/head
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Official DOL plan name: Colorado Permanente Medical Group, P.C. Cash Balance Plan · Sponsored by Colorado Permanente Medical Group, P.C. · Colorado · Healthcare & Social Assistance

$41M in assets, 397 participants

Colorado Permanente Medical Group, P.C.'s Colorado Permanente Medical Group, P.C. Cash Balance Plan reported $41M in total assets and 397 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,751 in Healthcare & Social Assistance (20,060 peers)

Where Colorado Permanente Medical Group, P.C. Cash Balance Plan sits by assets

Colorado Permanente Medical Group, P.C. Cash Balance Plan sits in the top quartile of all filed plans by assets, $41M for 397 participants (~$104,375/participant), up 17.2% in 2022.

#17,751
in Healthcare & Social Assistance (20,060 peers)
+17.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Colorado Permanente Medical Group, P.C. Cash Balance Plan's outsized position by total assets

Colorado Permanente Medical Group, P.C. Cash Balance Plan vs every filed plan by assets

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

$41,436,781 Top 14% higher than 86% 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

Colorado Permanente Medical Group, P.C. Cash Balance 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. Colorado Permanente Medical Group, P.C. Cash Balance Plan sits mid-pack in the medium band (397 participants).

Plan-year Form 5500 strip

Filing strip 840832336 · Colorado Permanente Medical Group, P.C. PY 2022 · Defined Benefit (Pension)

Colorado Permanente Medical Group, P.C. Cash Balance Plan · $41M · 397 · 86th

  • RANK $41M
  • PHOTO 397
  • IND 86th
  • EOY Defined Benefit (Pension)
  • 5500 near Steamfitters Local 439 Pension Plan
  • ASSETS ind #17751

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 Colorado →

Colorado Permanente Medical Group, P.C. Cash Balance Plan in the asset neighbourhood

Velocity Credit Union Pension PlanVelocity Credit Union Pensio…$41MColorado Permanente Medical Group, P.C. Cash Balance PlanColorado Permanente Medical …$41MSteamfitters Local 439 Pension PlanSteamfitters Local 439 Pensi…$41MSharp Rees-Stealy Medical Group, Inc. Cash Balance Pension PlanSharp Rees-Stealy Medical Gr…$41MSouthern Star Retirement Plan (Non-Union)Southern Star Retirement Pla…$41M
End-of-year total assets ($M) among Colorado Permanente Medical Group, P.C. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$41M
Net Income$6M
Employer EIN840832336
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Colorado Permanente Medical Group, P.C.)

Sponsor-wide plan assets over time

All Colorado Permanente Medical Group, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$1.7B 22.220002690631215% vs 2022
2024 filing year
$1.3B$1.4B$1.5B$1.6B$1.7B$1.8B 202220232024 $1.41B $1.72B ▲ +22.0%
Year Plans Participants Total Assets
2022 3 2,740 $1.4B
2023 3 2,638 $1.6B
2024 3 2,516 $1.7B

Nearby Defined Benefit (Pension) Plans in Colorado

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Colorado Permanente Medical Group, P.C. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -0.500.511.5 Total assets ($B) Participants Colorado Permanente Medical Group, P.C. Cash Balance Plan, Total assets ($B): 0.041436781 · Participants: 397Colorado Permanente Medical Group, P.C. Cash Balance PlanRocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan, Total assets ($B): 1.247990437 · Participants: 39196Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension PlanBall Pension Plan, Total assets ($B): 0.950257778 · Participants: 1920Ball Pension PlanPcs U.S. Employees' Pension Plan, Total assets ($B): 0.848297753 · Participants: 1472Pcs U.S. Employees' Pension PlanEmployees' and Agents' Pension Benefits Plan Empower Holdings, Inc., Total assets ($B): 0.39420402 · Participants: 265Employees' and Agents' Pension Benefits Plan Empower Holdings, Inc.National Renewable Energy Laboratory Shared Security Pension Plan, Total assets ($B): 0.385490596 · Participants: 2480National Renewable Energy Laboratory Shared Security Pension Plan
Colorado Permanente Medical Group, P.C. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants
Compare Colorado Permanente Medical Group, P.C. Cash Balance Plan side-by-side with 3 peers →

Colorado Permanente Medical Group, P.C. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Colorado, the nearest Defined Benefit (Pension) by assets is Steamfitters Local 439 Pension Plan in IL ($41M); by covered participants it is Pension Plan for Hourly Employees of Aurubis Buffalo, Inc. in NY (397 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (397 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 Colorado Permanente Medical Group, P.C. Cash Balance Plan assets move in 2022? ▼
Colorado Permanente Medical Group, P.C. Cash Balance Plan grew sharply - up 17.2% during 2022, from $35M to $41M. Reported net income was $6M.
How have Colorado Permanente Medical Group, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Colorado Permanente Medical Group, P.C.'s sponsor-wide assets grew 22.2%, from $1.4B to $1.7B.
Where does Colorado Permanente Medical Group, P.C. Cash Balance Plan rank by assets among Form 5500 filers? ▼
Colorado Permanente Medical Group, P.C. Cash Balance Plan ranks in the 86th 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 Colorado Permanente Medical Group, P.C. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Steamfitters Local 439 Pension Plan in IL ($41M, 115 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Colorado Permanente Medical Group, P.C. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Hourly Employees of Aurubis Buffalo, Inc. in NY (397 participants, $33M 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 840832336.

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.