401(k) · DOL Form 5500 · 2023
Kaiser Foundation Health Plan, Inc. 401(k) Plan
Data updated 2026-08-11
- $12.3B
- Total assets
- 30,550
- Participants
- 100th
- Percentile by assets
- $401,839
- Avg per participant
Official DOL plan name: Kaiser Permanente Tax Sheltered Annuity Plan III · Sponsored by Kaiser Foundation Health Plan, Inc. · California · Healthcare & Social Assistance
$12.3B in assets, 30,550 participants
Kaiser Foundation Health Plan, Inc.'s Kaiser Permanente Tax Sheltered Annuity Plan III reported $12.3B in total assets and 30,550 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.
- 100th percentile by assets (of 127,072 plans)
- #17,679 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Kaiser Permanente Tax Sheltered Annuity Plan III covers 30,550 participants in California, 48x the typical California plan (state average ~630 per filing). Assets: $12.3B.
- $12.3B
- total plan assets (2023 EOY)
- 30,550
- covered participants
- 100th
- percentile by assets (of 127,072 plans)
- $401,839
- avg assets per participant
Where Kaiser Permanente Tax Sheltered Annuity Plan III sits by total assets
Kaiser Permanente Tax Sheltered Annuity Plan III vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,276,186,295 Top 1% higher than 100% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kaiser Permanente Tax Sheltered Annuity Plan III end-of-year assets rose from $2.9B in the plan year 2022 filing to $12.3B in the plan year 2023 filing.
- Kaiser Permanente Tax Sheltered Annuity Plan III reported net income rose from -$452M in the plan year 2022 filing to $646M in the plan year 2023 filing.
- Kaiser Permanente Tax Sheltered Annuity Plan III reported participants rose from 29,274 in the plan year 2022 filing to 30,550 in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Kaiser Permanente Tax Sheltered Annuity Plan III reports 30,550 participants - 48x that state average ($12.3B EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $2.9B |
|---|---|
| Net Assets (End of Year) | $12.3B |
| Net Income | $646M |
| Employer EIN | 941340523 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kaiser Foundation Health Plan, Inc.)
| 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.
Kaiser Permanente Tax Sheltered Annuity Plan III vs. nearby 401(k) plans in California, assets vs. participants
- 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
Scale composition for Kaiser Permanente Tax Sheltered Annuity Plan III
Kaiser Permanente Tax Sheltered Annuity Plan III reports $12.3B in end-of-year assets across 30,550 participants (0.100% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.033% of 93,925,755 covered participants) - about $401,839 per participant (2.9x the national average assets-per-participant) . Net income for plan year 2023 was $646M.
This plan identity (EIN 941340523, plan #039) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.9B to $13.8B (+384.6%) while covered participants moved from 29,274 to 79,670 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 29,274 | $2.9B | Open filing |
| 2023 | 30,550 | $12.3B | This page |
| 2024 · index core | 79,670 | $13.8B | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- Kaiser Permanente Retirement Plan (Defined Benefit (Pension), $34.5B, 135,057 participants)
- Kaiser Permanente 401(k) Retirement Plan (401(k), $22.5B, 149,110 participants)
- Kaiser Permanente Tax Sheltered Annuity Plan (401(k), $13.8B, 79,670 participants)
- Kaiser Permanente Supplemental Savings and Retirement Plan (Money Purchase, $5.7B, 37,013 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Kaiser Permanente Tax Sheltered Annuity Plan III by total assets, not by location.
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan (MN) $12.0B · 36,049
- The Home Depot Futurebuilder (GA) $12.6B · 413,365
- Toyota Motor North America, Inc. Retirement Savings Plan (TX) $11.9B · 42,788
- Abbvie Savings Plan (IL) $11.7B · 26,300
Frequently Asked Questions
How did Kaiser Permanente Tax Sheltered Annuity Plan III assets move in 2023? ▼
How have Kaiser Foundation Health Plan, Inc. plan assets changed over time? ▼
Where does Kaiser Permanente Tax Sheltered Annuity Plan III rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Kaiser Permanente Tax Sheltered Annuity Plan III? ▼
Next read for Kaiser Permanente Tax Sheltered Annuity …
Filing takeaways
Ways to act on Kaiser Permanente Tax Sheltered Annuity Plan III's numbers.
- By total assets, Kaiser Permanente Tax Sheltered Annuity Plan III ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Kaiser Foundation Health Plan, Inc.'s sponsor-wide assets have grown 29.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans