401(k) · DOL Form 5500 · 2023

Kaiser Foundation Health Plan, Inc. 401(k) Plan

Data updated 2026-08-25

$12.3B
Total assets Mega-plan scale
30,550
Participants Very large workforce
100th
Percentile by assets National rank
$401,839
Avg per participant High balance/head
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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.

  • #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.

#17,679
in Healthcare & Social Assistance (17,684 peers)
+329.5%
assets growth YoY
123×
vs typical plan assets (national mean)

Kaiser Permanente Tax Sheltered Annuity Plan III's outsized position 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 Highest reported value at or above every one 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 Tax Sheltered Annuity Plan III'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 III is a mega filing (30,550 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 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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 941340523 · Kaiser Foundation Health Plan, Inc. PY 2023 · 401(k)

Kaiser Permanente Tax Sheltered Annuity Plan III · $12.3B · 30,550 · 100th

  • PHOTO $12.3B
  • PHOTO 30,550
  • PHOTO 100th
  • PHOTO 401(k)
  • PHOTO near 3M Voluntary Investment Plan and Employee Stock Ownership Plan
  • PHOTO ind #17679

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 Tax Sheltered Annuity Plan III in the asset neighbourhood

The Home Depot Futurebuilder$12.6BKaiser Permanente Tax Sheltered Annuity Plan IIIKaiser Permanente Tax Shelte…$12.3B3M Voluntary Investment Plan and Employee Stock Ownership Plan3M Voluntary Investment Plan…$12.0BToyota Motor North America, Inc. Retirement Savings PlanToyota Motor North America, …$11.9BAbbvie Savings Plan$11.7B
End-of-year total assets ($B) among Kaiser Permanente Tax Sheltered Annuity Plan III and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$2.9B
Net Assets (End of Year)$12.3B
Net Income$646M
Employer EIN941340523
Plan Effective Date2017-01-01
Filing StatusFILING 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
$60B$70B$80B$90B 202220232024 $62.4B $80.8B ▲ +29.7%
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 Scatter plot of 6 data points. 050000100000150000200000250000 102030405060 Total assets ($B) Participants Kaiser Permanente Tax Sheltered Annuity Plan III, Total assets ($B): 12.276186295 · Participants: 30550Kaiser Permanente Tax Sheltered Annuity Plan IIIWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Kaiser Permanente Tax Sheltered Annuity Plan III vs. nearby 401(k) plans in California, assets vs. participants
Compare Kaiser Permanente Tax Sheltered Annuity Plan III side-by-side with 3 peers →

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 Tax Sheltered Annuity Plan III's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is 3M Voluntary Investment Plan and Employee Stock Ownership Plan in MN ($12.0B); by covered participants it is Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees in MI (30,516 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12.3B here).

Similar participant headcount

Nearest other-state filings by covered participants (30,550 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 Tax Sheltered Annuity Plan III assets move in 2023? ▼
Kaiser Permanente Tax Sheltered Annuity Plan III surged - up 329.5% during 2023, from $2.9B to $12.3B. Reported net income was $646M.
How have Kaiser Foundation Health Plan, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaiser Foundation Health Plan, Inc.'s sponsor-wide assets grew 29.7%, from $62.3B to $80.8B.
Where does Kaiser Permanente Tax Sheltered Annuity Plan III rank by assets among Form 5500 filers? ▼
Kaiser Permanente Tax Sheltered Annuity Plan III ranks in the 100th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Kaiser Permanente Tax Sheltered Annuity Plan III? ▼
Among 401(k) plans in other states, the closest by assets is 3M Voluntary Investment Plan and Employee Stock Ownership Plan in MN ($12.0B, 36,049 participants).
Which 401(k) plans cover a similar participant headcount to Kaiser Permanente Tax Sheltered Annuity Plan III? ▼
Among 401(k) plans in other states, the closest by covered participants is Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees in MI (30,516 participants, $15.6B 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 941340523.

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.