Money Purchase
2023 plan-year Money Purchase DOL Form 5500

KAISER PERMANENTE WASHINGTON DEFINED CONTRIBUTION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

KAISER FOUNDATION HEALTH PLAN OF WASHINGTON

This Money Purchase plan holds $504M in total assets and serves 7,322 participants as of 2023. It is sponsored by KAISER FOUNDATION HEALTH PLAN OF WASHINGTON in California. The plan reported positive net income of $82M for the year.

Total Assets (2023)
$504M
Participants
7,322
State
Industry
Healthcare & Social Assistance

What the Filing Says About KAISER PERMANENTE WASHINGTON DEFINED CONTRIBUTION PLAN

KAISER PERMANENTE WASHINGTON DEFINED CONTRIBUTION PLAN is a Money Purchase retirement plan sponsored by KAISER FOUNDATION HEALTH PLAN OF WASHINGTON, headquartered in California. As of the 2023 Form 5500 filing, the plan reports $504M in total end-of-year assets and covers 7,322 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 910511770, and the plan has been effective since 1992-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $422M at the beginning of 2023 to $504M at year-end — a gain of 19.3%. Net assets (after liabilities) closed the year at $504M, with reported net income of $82M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

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

Sponsor Plan History (KAISER FOUNDATION HEALTH PLAN OF WASHINGTON)

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.

Frequently Asked Questions

How much money is in the KAISER PERMANENTE WASHINGTON DEFINED CONTRIBUTION PLAN?
As of the 2023 Form 5500 filing, KAISER PERMANENTE WASHINGTON DEFINED CONTRIBUTION PLAN holds $504M in total assets with 7,322 participants. It is sponsored by KAISER FOUNDATION HEALTH PLAN OF WASHINGTON.
What type of plan is KAISER PERMANENTE WASHINGTON DEFINED CONTRIBUTION PLAN?
KAISER PERMANENTE WASHINGTON DEFINED CONTRIBUTION PLAN is a Money Purchase plan. It has been effective since 1992-01-01. The plan is filed with the U.S. Department of Labor under EIN 910511770.
Who sponsors the KAISER PERMANENTE WASHINGTON DEFINED CONTRIBUTION PLAN?
KAISER PERMANENTE WASHINGTON DEFINED CONTRIBUTION PLAN is sponsored by KAISER FOUNDATION HEALTH PLAN OF WASHINGTON, located in California. The sponsor's EIN is 910511770 and the plan operates in the Healthcare & Social Assistance industry.
How did KAISER PERMANENTE WASHINGTON DEFINED CONTRIBUTION PLAN perform in 2023?
KAISER PERMANENTE WASHINGTON DEFINED CONTRIBUTION PLAN grew by 19.3% during 2023, moving from $422M to $504M in total assets. Net income was $82M.
Where can I find official filings for KAISER PERMANENTE WASHINGTON DEFINED CONTRIBUTION PLAN?
Official Form 5500 filings for KAISER PERMANENTE WASHINGTON DEFINED CONTRIBUTION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 910511770 or plan name at efast.dol.gov.
How does KAISER PERMANENTE WASHINGTON DEFINED CONTRIBUTION PLAN compare to other plans?
You can compare KAISER PERMANENTE WASHINGTON DEFINED CONTRIBUTION PLAN against other Money Purchase plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.