Other · DOL Form 5500 · 2023

Kaiser Foundation Health Plan of Washington Retirement Plan

Data updated 2026-08-25

N/A
Total assets
6,098
Participants Above avg headcount
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Official DOL plan name: Kaiser Permanente Washington 403(b) Plan · Sponsored by Kaiser Foundation Health Plan of Washington · California · Healthcare & Social Assistance

N/A in assets, 6,098 participants

Kaiser Foundation Health Plan of Washington's Kaiser Permanente Washington 403(b) Plan reported N/A in total assets and 6,098 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

Coverage in California

Kaiser Permanente Washington 403(b) Plan covers 6,098 participants in California, 9.7x the typical California plan (state average ~630 per filing). Assets: N/A.

$129M
reported net income

Kaiser Permanente Washington 403(b) 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 403(b) Plan lands in the large band (6,098 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kaiser Permanente Washington 403(b) Plan reported net income rose from -$121M in the plan year 2022 filing to $129M in the plan year 2023 filing.
  • Kaiser Permanente Washington 403(b) Plan reported participants fell from 6,233 in the plan year 2022 filing to 6,098 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

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

Kaiser Permanente Washington 403(b) Plan · N/A · 6,098

  • BOY N/A
  • SCH 6,098
  • EBSA PY 2023
  • PART Other
  • TYPE near Valley Health System Employee Contributory 403(b) Plan
  • NET 9.7× state

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 →

California filing particulars

Total Assets (Beginning of Year)$721M
Net Assets (End of Year)N/A
Net Income$129M
Employer EIN910511770
Plan Effective Date1983-01-01
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 Other Plans in California

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

Kaiser Permanente Washington 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 5 data points. 0100002000030000400005000060000 24681012 Total assets ($B) Participants Stanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
Kaiser Permanente Washington 403(b) Plan vs. nearby Other plans in California, assets vs. participants

Kaiser Permanente Washington 403(b) Plan's closest out-of-state Other peers by headcount

Outside California, the nearest Other by covered participants is Valley Health System Employee Contributory 403(b) Plan in VA (6,102 participants; this filing: 6,098 participants).

Similar participant headcount

Nearest other-state filings by covered participants (6,098 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 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.
Which Other plans cover a similar participant headcount to Kaiser Permanente Washington 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Valley Health System Employee Contributory 403(b) Plan in VA (6,102 participants, $489M in assets).