Money Purchase · DOL Form 5500 · 2023

Kaiser Foundation Health Plan of Washington Money Purchase Plan

Data updated 2026-08-25

$504M
Total assets Above avg plan size
7,322
Participants Very large workforce
97th
Percentile by assets National rank
$68,771
Avg per participant Below avg balance/head
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Official DOL plan name: Kaiser Permanente Washington Defined Contribution Plan · Sponsored by Kaiser Foundation Health Plan of Washington · California · Healthcare & Social Assistance

$504M in assets, 7,322 participants

Kaiser Foundation Health Plan of Washington's Kaiser Permanente Washington Defined Contribution Plan reported $504M in total assets and 7,322 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #17,262 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Kaiser Permanente Washington Defined Contribution Plan covers 7,322 participants in California, 12x the typical California plan (state average ~630 per filing). Assets: $504M.

#17,262
in Healthcare & Social Assistance (17,684 peers)
+19.3%
assets growth YoY
5.1×
vs typical plan assets (national mean)

Kaiser Permanente Washington Defined Contribution Plan's outsized position by total assets

Kaiser Permanente Washington Defined Contribution Plan vs every filed plan by assets

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

$503,542,664 Top 3% higher than 97% 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 Washington Defined Contribution Plan'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 Washington Defined Contribution Plan lands in the large band (7,322 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kaiser Permanente Washington Defined Contribution Plan reported net income rose from -$70M in the plan year 2022 filing to $82M in the plan year 2023 filing.
  • Kaiser Permanente Washington Defined Contribution Plan end-of-year assets rose from $422M in the plan year 2022 filing to $504M in the plan year 2023 filing.
  • Kaiser Permanente Washington Defined Contribution Plan reported participants rose from 7,075 in the plan year 2022 filing to 7,322 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 910511770 · Kaiser Foundation Health Plan of Washington PY 2023 · Money Purchase

Kaiser Permanente Washington Defined Contribution Plan · $504M · 7,322 · 97th

  • ASSETS $504M
  • ASSETS 7,322
  • ASSETS 97th
  • ASSETS Money Purchase
  • ASSETS near Money Purchase Pension Plan of Wake Forest University Health Sciences
  • ASSETS ind #17262

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 Washington Defined Contribution Plan in the asset neighbourhood

Money Purchase Pension Plan of Wake Forest University Health SciencesMoney Purchase Pension Plan …$504MKaiser Permanente Washington Defined Contribution PlanKaiser Permanente Washington…$504MThe Children's Mercy Hospital Retirement PlanThe Children's Mercy Hospita…$503MMichigan Regional Council of Carpenters' Annuity FundMichigan Regional Council of…$500MBrewery Conference/Anheuser-Busch Defined Contribution PlanBrewery Conference/Anheuser-…$500M
End-of-year total assets ($M) among Kaiser Permanente Washington Defined Contribution Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$422M
Net Assets (End of Year)$504M
Net Income$82M
Employer EIN910511770
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kaiser Foundation Health Plan of Washington)

Sponsor-wide plan assets over time

All Kaiser Foundation Health Plan of Washington plans reported in each filing year

Latest sponsor-wide plan assets
$568M 50.324394678914594% vs 2022
2024 filing year
$0.4B$0.6B$0.8B$1B$1.2B$1.4B 202220232024 $1.14B $0.57B ▼ -50.0%
Year Plans Participants Total Assets
2022 2 13,308 $1.1B
2023 2 13,420 $504M
2024 1 7,774 $568M

Nearby Money Purchase Plans in California

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

Kaiser Permanente Washington Defined Contribution Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 02468 Total assets ($B) Participants Kaiser Permanente Washington Defined Contribution Plan, Total assets ($B): 0.503542664 · Participants: 7322Kaiser Permanente Washington Defined Contribution PlanThe 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 Washington Defined Contribution Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Kaiser Permanente Washington Defined Contribution Plan side-by-side with 3 peers →

Scale composition for Kaiser Permanente Washington Defined Contribution Plan

Kaiser Permanente Washington Defined Contribution Plan reports $504M in end-of-year assets across 7,322 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $68,771 per participant (50% of the national average assets-per-participant) . Net income for plan year 2023 was $82M.

This plan identity (EIN 910511770, plan #008) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $422M to $568M (+34.5%) while covered participants moved from 7,075 to 7,774 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 7,075 $422M Open filing
2023 7,322 $504M This page
2024 · index core 7,774 $568M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Kaiser Permanente Washington Defined Contribution Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Money Purchase Pension Plan of Wake Forest University Health Sciences in NC ($504M); by covered participants it is Iron Workers District Council of New England Annuity Fund in MA (7,428 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7,322 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 Washington Defined Contribution Plan assets move in 2023? ▼
Kaiser Permanente Washington Defined Contribution Plan grew sharply - up 19.3% during 2023, from $422M to $504M. Reported net income was $82M.
How have Kaiser Foundation Health Plan of Washington plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaiser Foundation Health Plan of Washington's sponsor-wide assets declined 50.3%, from $1.1B to $568M.
Where does Kaiser Permanente Washington Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Kaiser Permanente Washington Defined Contribution Plan ranks in the 97th 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 Washington Defined Contribution Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Money Purchase Pension Plan of Wake Forest University Health Sciences in NC ($504M, 2,131 participants).
Which Money Purchase plans cover a similar participant headcount to Kaiser Permanente Washington Defined Contribution Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Iron Workers District Council of New England Annuity Fund in MA (7,428 participants, $567M 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 910511770.

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.