401(k) · DOL Form 5500 · 2023

Kaiser Foundation Health Plan, Inc. 401(k) Plan

Data updated 2026-08-25

$19.7B
Total assets Mega-plan scale
136,422
Participants Very large workforce
100th
Percentile by assets National rank
$144,466
Avg per participant Above avg balance/head
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Official DOL plan name: Kaiser Permanente 401(k) Retirement Plan · Sponsored by Kaiser Foundation Health Plan, Inc. · California · Healthcare & Social Assistance

$19.7B in assets, 136,422 participants

Kaiser Foundation Health Plan, Inc.'s Kaiser Permanente 401(k) Retirement Plan reported $19.7B in total assets and 136,422 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.

  • #17,682 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Kaiser Permanente 401(k) Retirement Plan covers 136,422 participants in California, 216x the typical California plan (state average ~630 per filing). Assets: $19.7B.

#17,682
in Healthcare & Social Assistance (17,684 peers)
+22.7%
assets growth YoY
198×
vs typical plan assets (national mean)

Kaiser Permanente 401(k) Retirement Plan's outsized position by total assets

Kaiser Permanente 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$19,708,272,899 Highest reported value at or above every one of 127,068 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 2023

Kaiser Permanente 401(k) Retirement Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kaiser Permanente 401(k) Retirement Plan is a mega filing (136,422 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kaiser Permanente 401(k) Retirement Plan reported net income rose from -$2.6B in the plan year 2022 filing to $3.2B in the plan year 2023 filing.
  • Kaiser Permanente 401(k) Retirement Plan end-of-year assets rose from $16.1B in the plan year 2022 filing to $19.7B in the plan year 2023 filing.
  • Kaiser Permanente 401(k) Retirement Plan reported participants rose from 131,955 in the plan year 2022 filing to 136,422 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 941340523 · Kaiser Foundation Health Plan, Inc. PY 2023 · 401(k)

Kaiser Permanente 401(k) Retirement Plan · $19.7B · 136,422 · 100th

  • 5500 $19.7B
  • 5500 136,422
  • 5500 100th
  • 5500 401(k)
  • 5500 near Pfizer Savings Plan
  • 5500 ind #17682

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 401(k) Retirement Plan in the asset neighbourhood

General Motors Retirement Savings Plan for Salaried Employees in the United StatesGeneral Motors Retirement Sa…$20.4BKaiser Permanente 401(k) Retirement PlanKaiser Permanente 401(k) Ret…$19.7BPfizer Savings Plan$19.6BGE Retirement Savings Plan$19.5BMorgan Stanley 401(k) Plan$19.2B
End-of-year total assets ($B) among Kaiser Permanente 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$16.1B
Net Assets (End of Year)$19.7B
Net Income$3.2B
Employer EIN941340523
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kaiser Foundation Health Plan, Inc.)

Sponsor-wide plan assets over time

All Kaiser Foundation Health Plan, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$80.8B 29.65500360890928% vs 2022
2024 filing year
$60B$70B$80B$90B 202220232024 $62.4B $80.8B ▲ +29.7%
Year Plans Participants Total Assets
2022 8 377,906 $62.3B
2023 8 386,094 $71.4B
2024 9 451,784 $80.8B

Nearby 401(k) Plans in California

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

Kaiser Permanente 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. 50000100000150000200000250000 102030405060 Total assets ($B) Participants Kaiser Permanente 401(k) Retirement Plan, Total assets ($B): 19.708272899 · Participants: 136422Kaiser Permanente 401(k) Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Kaiser Permanente 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Kaiser Permanente 401(k) Retirement Plan side-by-side with 3 peers →

Scale composition for Kaiser Permanente 401(k) Retirement Plan

Kaiser Permanente 401(k) Retirement Plan reports $19.7B in end-of-year assets across 136,422 participants (0.16% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.15% of 93,925,755 covered participants) - about $144,466 per participant (1.0x the national average assets-per-participant) . Net income for plan year 2023 was $3.2B.

This plan identity (EIN 941340523, plan #025) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $16.1B to $22.5B (+40.4%) while covered participants moved from 131,955 to 149,110 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 131,955 $16.1B Open filing
2023 136,422 $19.7B This page
2024 · index core 149,110 $22.5B Open filing

The same sponsor also keeps 4 other index-core plans on PlainRetire:

Kaiser Permanente 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Pfizer Savings Plan in NY ($19.6B); by covered participants it is The Pepsico Savings Plan in NY (133,597 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19.7B here).

Similar participant headcount

Nearest other-state filings by covered participants (136,422 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kaiser Permanente 401(k) Retirement Plan assets move in 2023? ▼
Kaiser Permanente 401(k) Retirement Plan grew sharply - up 22.7% during 2023, from $16.1B to $19.7B. Reported net income was $3.2B.
How have Kaiser Foundation Health Plan, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaiser Foundation Health Plan, Inc.'s sponsor-wide assets grew 29.7%, from $62.3B to $80.8B.
Where does Kaiser Permanente 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Kaiser Permanente 401(k) Retirement Plan ranks in the 100th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Kaiser Permanente 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pfizer Savings Plan in NY ($19.6B, 30,033 participants).
Which 401(k) plans cover a similar participant headcount to Kaiser Permanente 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Pepsico Savings Plan in NY (133,597 participants, $13.7B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 941340523.

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.