Money Purchase · DOL Form 5500 · 2023
Kaiser Foundation Health Plan, Inc. Money Purchase Plan
Data updated 2026-08-25
- $52M
- Total assets Below avg plan size
- 387
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $135,371
- Avg per participant Near avg balance/head
Official DOL plan name: Kaiser Permanente Northwest Supplemental Retirement Plan · Sponsored by Kaiser Foundation Health Plan, Inc. · California · Healthcare & Social Assistance
$52M in assets, 387 participants
Kaiser Foundation Health Plan, Inc.'s Kaiser Permanente Northwest Supplemental Retirement Plan reported $52M in total assets and 387 participants in its 2023 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.
- #15,594 in Healthcare & Social Assistance (17,684 peers)
Where Kaiser Permanente Northwest Supplemental Retirement Plan sits by assets
Kaiser Permanente Northwest Supplemental Retirement Plan sits in the top quartile of all filed plans by assets, $52M for 387 participants (~$135,371/participant), up 19.6% in 2023.
- #15,594
- in Healthcare & Social Assistance (17,684 peers)
- +19.6%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Kaiser Permanente Northwest Supplemental Retirement Plan's outsized position by total assets
Kaiser Permanente Northwest Supplemental Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$52,388,694 Top 14% higher than 86% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Kaiser Permanente Northwest Supplemental Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kaiser Permanente Northwest Supplemental Retirement Plan sits mid-pack in the medium band (387 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kaiser Permanente Northwest Supplemental Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Kaiser Permanente Northwest Supplemental Retirement Plan end-of-year assets rose from $44M in the plan year 2022 filing to $52M in the plan year 2023 filing.
- Kaiser Permanente Northwest Supplemental Retirement Plan reported participants rose from 362 in the plan year 2022 filing to 387 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 941340523 · Kaiser Foundation Health Plan, Inc. PY 2023 · Money Purchase
Kaiser Permanente Northwest Supplemental Retirement Plan · $52M · 387 · 86th
- SCH $52M
- SCH 387
- SCH 86th
- SCH Money Purchase
- SCH near Laborers Local 235 Annuity Fund
- SCH ind #15594
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 Northwest Supplemental Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $44M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | $9M |
| Employer EIN | 941340523 |
| Plan Effective Date | 1978-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 8 | 377,906 | $62.3B |
| 2023 | 8 | 386,094 | $71.4B |
| 2024 | 9 | 451,784 | $80.8B |
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. $7.0B · 18,060
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.1B · 36,330
- University of Southern California Defined Contribution Retirement Plan $4.4B · 20,136
- Carpenters Annuity Trust Fund for Northern California $3.3B · 25,961
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.2B · 23,168
Kaiser Permanente Northwest Supplemental Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Laborers Local 235 Annuity Fund in NY ($52M); by covered participants it is Amundi US, Inc. Retirement Benefit Plan in MA (388 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($52M here).
- Laborers Local 235 Annuity Fund (NY) $52M · 2,551
- Tootsie Roll Industries, LLC Employees Pension Plan (IL) $52M · 216
- Plumbers & Steamfitters Union Local No. 10 Individual Account Plan (TN) $52M · 1,505
- IBEW Local 13 Retirement Plan (IA) $53M · 234
Similar participant headcount
Nearest other-state filings by covered participants (387 participants); asset peers above are excluded.
- Amundi US, Inc. Retirement Benefit Plan (MA) 388 · 1 off
- Hawaii Tapers' Annuity Plan (HI) 386 · 1 off
- Pipefitters and Plumbers Local No. 524 Pension and Annuity Plan (PA) 384 · 3 off
- F N F Construction, Inc. Davis-Bacon Retirement Plan (AZ) 392 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.