Money Purchase · DOL Form 5500 · 2023

Kaiser Foundation Health Plan, Inc. Money Purchase Plan

Data updated 2026-08-25

$681M
Total assets Above avg plan size
9,948
Participants Very large workforce
98th
Percentile by assets National rank
$68,432
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups · Sponsored by Kaiser Foundation Health Plan, Inc. · California · Healthcare & Social Assistance

$681M in assets, 9,948 participants

Kaiser Foundation Health Plan, Inc.'s Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups reported $681M in total assets and 9,948 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #17,364 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups covers 9,948 participants in California, 16x the typical California plan (state average ~630 per filing). Assets: $681M.

#17,364
in Healthcare & Social Assistance (17,684 peers)
+29.7%
assets growth YoY
6.8×
vs typical plan assets (national mean)

Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups's outsized position by total assets

Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups vs every filed plan by assets

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

$680,760,244 Top 2% higher than 98% 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 Supplemental Savings and Retirement Plan for Union Groups's large-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 Supplemental Savings and Retirement Plan for Union Groups lands in the large band (9,948 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups reported net income rose from -$61M in the plan year 2022 filing to $156M in the plan year 2023 filing.
  • Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups end-of-year assets rose from $525M in the plan year 2022 filing to $681M in the plan year 2023 filing.
  • Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups reported participants rose from 9,249 in the plan year 2022 filing to 9,948 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 · Money Purchase

Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups · $681M · 9,948 · 98th

  • ASSETS $681M
  • PCT 9,948
  • EIN 98th
  • RANK Money Purchase
  • PHOTO near NECA-IBEW Local 176 Pension Trust Fund
  • IND ind #17364

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 Supplemental Savings and Retirement Plan for Union Groups in the asset neighbourhood

Saint Louis University Retirement PlanSaint Louis University Retir…$709MLocal 580 Annuity Fund$703MLocal 580 Annuity Fund$703MKaiser Permanente Supplemental Savings and Retirement Plan for Union GroupsKaiser Permanente Supplement…$681MNECA-IBEW Local 176 Pension Trust FundNECA-IBEW Local 176 Pension …$678M
End-of-year total assets ($M) among Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$525M
Net Assets (End of Year)$681M
Net Income$156M
Employer EIN941340523
Plan Effective Date2004-03-31
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 Money Purchase Plans in California

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 02468 Total assets ($B) Participants Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups, Total assets ($B): 0.680760244 · Participants: 9948Kaiser Permanente Supplemental Savings and Retirement Plan for Union GroupsThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 6.965801295 · Participants: 18060The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.097985049 · Participants: 36330Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 4.426886727 · Participants: 20136University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 3.257361302 · Participants: 25961Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.151319709 · Participants: 23168Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups vs. nearby Money Purchase plans in California, assets vs. participants
Compare Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups side-by-side with 3 peers →

Scale composition for Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups

Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups reports $681M in end-of-year assets across 9,948 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $68,432 per participant (50% of the national average assets-per-participant) . Net income for plan year 2023 was $156M.

This plan identity (EIN 941340523, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $525M to $833M (+58.8%) while covered participants moved from 9,249 to 12,349 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 9,249 $525M Open filing
2023 9,948 $681M This page
2024 · index core 12,349 $833M Open filing

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

Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is NECA-IBEW Local 176 Pension Trust Fund in IL ($678M); by covered participants it is North Central States Regional Council of Carpenters Supplemental Retirement Plan in WI (10,094 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($681M here).

Similar participant headcount

Nearest other-state filings by covered participants (9,948 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 Supplemental Savings and Retirement Plan for Union Groups assets move in 2023? ▼
Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups grew sharply - up 29.7% during 2023, from $525M to $681M. Reported net income was $156M.
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 Supplemental Savings and Retirement Plan for Union Groups rank by assets among Form 5500 filers? ▼
Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Money Purchase plans are similar in size to Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups? ▼
Among Money Purchase plans in other states, the closest by assets is NECA-IBEW Local 176 Pension Trust Fund in IL ($678M, 2,263 participants).
Which Money Purchase plans cover a similar participant headcount to Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups? ▼
Among Money Purchase plans in other states, the closest by covered participants is North Central States Regional Council of Carpenters Supplemental Retirement Plan in WI (10,094 participants, $311M 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.