401(k) · DOL Form 5500 · 2023
The Permanente Medical Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $189M
- Total assets Near avg plan size
- 371
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $509,325
- Avg per participant High balance/head
Official DOL plan name: The Permanente Medical Group, Inc. Salary Deferral Retirement Plan · Sponsored by The Permanente Medical Group, Inc. · California · Healthcare & Social Assistance
$189M in assets, 371 participants
The Permanente Medical Group, Inc.'s The Permanente Medical Group, Inc. Salary Deferral Retirement Plan reported $189M in total assets and 371 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #16,828 in Healthcare & Social Assistance (17,684 peers)
Where The Permanente Medical Group, Inc. Salary Deferral Retirement Plan sits by assets
The Permanente Medical Group, Inc. Salary Deferral Retirement Plan sits in the top 5% of all filed plans by assets, $189M for 371 participants (~$509,325/participant), up 21.6% in 2023.
- #16,828
- in Healthcare & Social Assistance (17,684 peers)
- +21.6%
- assets growth YoY
- 1.9×
- vs typical plan assets (national mean)
The Permanente Medical Group, Inc. Salary Deferral Retirement Plan's outsized position by total assets
The Permanente Medical Group, Inc. Salary Deferral Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$188,959,457 Top 5% higher than 95% 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
The Permanente Medical Group, Inc. Salary Deferral 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. The Permanente Medical Group, Inc. Salary Deferral Retirement Plan sits mid-pack in the medium band (371 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Permanente Medical Group, Inc. Salary Deferral Retirement Plan reported net income rose from -$31M in the plan year 2022 filing to $34M in the plan year 2023 filing.
- The Permanente Medical Group, Inc. Salary Deferral Retirement Plan end-of-year assets rose from $155M in the plan year 2022 filing to $189M in the plan year 2023 filing.
- The Permanente Medical Group, Inc. Salary Deferral Retirement Plan reported participants rose from 356 in the plan year 2022 filing to 371 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 942728480 · The Permanente Medical Group, Inc. PY 2023 · 401(k)
The Permanente Medical Group, Inc. Salary Deferral Retirement Plan · $189M · 371 · 95th
- BOY $189M
- BOY 371
- BOY 95th
- BOY 401(k)
- BOY near Comau LLC 401(k) Plan
- BOY ind #16828
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 →
The Permanente Medical Group, Inc. Salary Deferral Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $155M |
|---|---|
| Net Assets (End of Year) | $189M |
| Net Income | $34M |
| Employer EIN | 942728480 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Permanente Medical Group, Inc.)
Sponsor-wide plan assets over time
All The Permanente Medical Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $35.2B 22.780701823225495% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 6 | 92,233 | $28.7B |
| 2023 | 6 | 96,363 | $32.1B |
| 2024 | 6 | 100,822 | $35.2B |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
The Permanente Medical Group, Inc. Salary Deferral Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Comau LLC 401(k) Plan in MI ($189M); by covered participants it is Fis 401(k) Plan in OK (371 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($189M here).
- Comau LLC 401(k) Plan (MI) $189M · 798
- Times Publishing Company Profit-Sharing & Tax-Deferred Savings Plan (FL) $189M · 333
- Hutchinson Corporation 401(k) Plan & Trust (MI) $189M · 2,091
- Savings Plan of Cravath, Swaine & Moore LLP (NY) $189M · 275
Similar participant headcount
Nearest other-state filings by covered participants (371 participants); asset peers above are excluded.
- Fis 401(k) Plan (OK) 371 · 0 off
- Grant Street Group, Inc. 401(k) Plan (PA) 371 · 0 off
- Fidelity Bank 401(k) Retirement Plan (LA) 371 · 0 off
- Command Alkon Incorporated 401(k) Profit Sharing Plan (OH) 371 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.