401(k) · DOL Form 5500 · 2023

The Henry J. Kaiser Family Foundation 401(k) Plan

Data updated 2026-08-25

$96M
Total assets Below avg plan size
198
Participants Below avg headcount
91st
Percentile by assets National rank
$484,455
Avg per participant High balance/head
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Official DOL plan name: The Henry J. Kaiser Family Foundation 401(k) Plan · Sponsored by The Henry J. Kaiser Family Foundation · California · Other Services

$96M in assets, 198 participants

The Henry J. Kaiser Family Foundation's The Henry J. Kaiser Family Foundation 401(k) Plan reported $96M in total assets and 198 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,598 in Other Services (7,857 peers)

Coverage in California

The Henry J. Kaiser Family Foundation 401(k) Plan covers 198 participants in California, about 31% of the average California filer (state average ~630 per filing). Assets: $96M.

#7,598
in Other Services (7,857 peers)
+21.9%
assets growth YoY
1.0×
vs typical plan assets (national mean)

The Henry J. Kaiser Family Foundation 401(k) Plan's outsized position by total assets

The Henry J. Kaiser Family Foundation 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$95,922,090 Top 9% higher than 91% 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

The Henry J. Kaiser Family Foundation 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Henry J. Kaiser Family Foundation 401(k) Plan sits mid-pack in the medium band (198 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Henry J. Kaiser Family Foundation 401(k) Plan reported net income rose from -$19M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • The Henry J. Kaiser Family Foundation 401(k) Plan end-of-year assets rose from $79M in the plan year 2022 filing to $96M in the plan year 2023 filing.
  • The Henry J. Kaiser Family Foundation 401(k) Plan reported participants rose from 170 in the plan year 2022 filing to 198 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 946064808 · The Henry J. Kaiser Family Foundation PY 2023 · 401(k)

The Henry J. Kaiser Family Foundation 401(k) Plan · $96M · 198 · 91st

  • NET $96M
  • NET 198
  • NET 91st
  • NET 401(k)
  • NET near Village Super Market, Inc. Employees Thrift Savings Plan
  • NET ind #7598

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 Other Services retirement plans → · Plans in California →

The Henry J. Kaiser Family Foundation 401(k) Plan in the asset neighbourhood

Supernus Pharmaceuticals, Inc. 401(k) Profit Sharing PlanSupernus Pharmaceuticals, In…$96MThe Henry J. Kaiser Family Foundation 401(k) PlanThe Henry J. Kaiser Family F…$96MVillage Super Market, Inc. Employees Thrift Savings PlanVillage Super Market, Inc. E…$96MColumbia Machine, Inc. Retirement Plan and TrustColumbia Machine, Inc. Retir…$96MCardone Industries, Inc. 401(k) Safe Harbor PlanCardone Industries, Inc. 401…$96M
End-of-year total assets ($M) among The Henry J. Kaiser Family Foundation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$79M
Net Assets (End of Year)$96M
Net Income$17M
Employer EIN946064808
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Henry J. Kaiser Family Foundation)

Sponsor-wide plan assets over time

All The Henry J. Kaiser Family Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$116M 46.90510704579133% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $78.7M $116M ▲ +46.9%
Year Plans Participants Total Assets
2022 1 170 $79M
2023 1 198 $96M
2024 1 206 $116M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Henry J. Kaiser Family Foundation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Henry J. Kaiser Family Foundation 401(k) Plan, Total assets ($B): 0.09592209 · Participants: 198The Henry J. Kaiser Family Foundation 401(k) PlanWells 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
The Henry J. Kaiser Family Foundation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Henry J. Kaiser Family Foundation 401(k) Plan side-by-side with 3 peers →

The Henry J. Kaiser Family Foundation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Village Super Market, Inc. Employees Thrift Savings Plan in NJ ($96M); by covered participants it is Wampum Hardware Co. Profit Sharing 401(k) Plan in PA (198 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (198 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 The Henry J. Kaiser Family Foundation 401(k) Plan assets move in 2023? ▼
The Henry J. Kaiser Family Foundation 401(k) Plan grew sharply - up 21.9% during 2023, from $79M to $96M. Reported net income was $17M.
How have The Henry J. Kaiser Family Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Henry J. Kaiser Family Foundation's sponsor-wide assets grew 46.9%, from $79M to $116M.
Where does The Henry J. Kaiser Family Foundation 401(k) Plan rank by assets among Form 5500 filers? ▼
The Henry J. Kaiser Family Foundation 401(k) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Henry J. Kaiser Family Foundation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Village Super Market, Inc. Employees Thrift Savings Plan in NJ ($96M, 839 participants).
Which 401(k) plans cover a similar participant headcount to The Henry J. Kaiser Family Foundation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wampum Hardware Co. Profit Sharing 401(k) Plan in PA (198 participants, $39M 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 946064808.

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.