401(k) · DOL Form 5500 · 2023
Kaiser Foundation Health Plan, Inc. 401(k) Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 40,192
- Participants Very large workforce
Official DOL plan name: Kaiser Permanente Tax Sheltered Annuity Plan II · Sponsored by Kaiser Foundation Health Plan, Inc. · California · Healthcare & Social Assistance
N/A in assets, 40,192 participants
Kaiser Foundation Health Plan, Inc.'s Kaiser Permanente Tax Sheltered Annuity Plan II reported N/A in total assets and 40,192 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 Tax Sheltered Annuity Plan II covers 40,192 participants in California, 64x the typical California plan (state average ~630 per filing). Assets: N/A.
- $1.1B
- reported net income
Kaiser Permanente Tax Sheltered Annuity Plan II's mega-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 Tax Sheltered Annuity Plan II is a mega filing (40,192 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kaiser Permanente Tax Sheltered Annuity Plan II reported net income rose from -$1.0B in the plan year 2022 filing to $1.1B in the plan year 2023 filing.
- Kaiser Permanente Tax Sheltered Annuity Plan II reported participants rose from 39,137 in the plan year 2022 filing to 40,192 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 941340523 · Kaiser Foundation Health Plan, Inc. PY 2023 · 401(k)
Kaiser Permanente Tax Sheltered Annuity Plan II · N/A · 40,192
- BOOK N/A
- BOOK 40,192
- BOOK PY 2023
- BOOK 401(k)
- BOOK near 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.
- BOOK 64× 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) | $5.7B |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | $1.1B |
| Employer EIN | 941340523 |
| Plan Effective Date | 2014-07-21 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 8 | 377,906 | $62.3B |
| 2023 | 8 | 386,094 | $71.4B |
| 2024 | 9 | 451,784 | $80.8B |
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
Kaiser Permanente Tax Sheltered Annuity Plan II's closest out-of-state 401(k) peers by headcount
Outside California, the nearest 401(k) by covered participants is 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. in OR (40,345 participants; this filing: 40,192 participants).
Similar participant headcount
Nearest other-state filings by covered participants (40,192 participants); asset peers above are excluded.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. (OR) 40,345 · 153 off
- Honeywell 401(k) Plan (NC) 40,004 · 188 off
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States (MI) 40,393 · 201 off
- Allstate 401(k) Savings Plan (TX) 40,638 · 446 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.