Defined Benefit (Pension) · DOL Form 5500 · 2023

Colorado Permanente Medical Group, P.C. Pension Plan

Data updated 2026-08-25

$619M
Total assets Above avg plan size
861
Participants Near avg headcount
98th
Percentile by assets National rank
$718,962
Avg per participant High balance/head
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Official DOL plan name: Permanente Physicians Retirement Plan for Cpmg · Sponsored by Colorado Permanente Medical Group, P.C. · California · Healthcare & Social Assistance

$619M in assets, 861 participants

Colorado Permanente Medical Group, P.C.'s Permanente Physicians Retirement Plan for Cpmg reported $619M in total assets and 861 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #17,324 in Healthcare & Social Assistance (17,684 peers)

Where Permanente Physicians Retirement Plan for Cpmg sits by assets

Permanente Physicians Retirement Plan for Cpmg sits in the top 5% of all filed plans by assets, $619M for 861 participants (~$718,962/participant), up 7.1% in 2023.

#17,324
in Healthcare & Social Assistance (17,684 peers)
+7.1%
assets growth YoY
6.2×
vs typical plan assets (national mean)

Permanente Physicians Retirement Plan for Cpmg's outsized position by total assets

Permanente Physicians Retirement Plan for Cpmg vs every filed plan by assets

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

$619,026,369 Top 2% higher than 98% 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

Permanente Physicians Retirement Plan for Cpmg 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. Permanente Physicians Retirement Plan for Cpmg sits mid-pack in the medium band (861 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Permanente Physicians Retirement Plan for Cpmg reported net income rose from -$121M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • Permanente Physicians Retirement Plan for Cpmg end-of-year assets rose from $578M in the plan year 2022 filing to $619M in the plan year 2023 filing.
  • Permanente Physicians Retirement Plan for Cpmg reported participants fell from 908 in the plan year 2022 filing to 861 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 840832336 · Colorado Permanente Medical Group, P.C. PY 2023 · Defined Benefit (Pension)

Permanente Physicians Retirement Plan for Cpmg · $619M · 861 · 98th

  • NET $619M
  • NET 861
  • NET 98th
  • NET Defined Benefit (Pension)
  • NET near Nurses and Local 813 Ibt Retirement Plan
  • NET ind #17324

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 →

Permanente Physicians Retirement Plan for Cpmg in the asset neighbourhood

Nurses and Local 813 Ibt Retirement PlanNurses and Local 813 Ibt Ret…$619MPermanente Physicians Retirement Plan for CpmgPermanente Physicians Retire…$619MSandvik Pension Plan$618MRetirement Plan for the Hourly Employees of MsdRetirement Plan for the Hour…$617MShelter Insurance Employees Retirement PlanShelter Insurance Employees …$616M
End-of-year total assets ($M) among Permanente Physicians Retirement Plan for Cpmg and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$578M
Net Assets (End of Year)$617M
Net Income$40M
Employer EIN840832336
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Colorado Permanente Medical Group, P.C.)

Sponsor-wide plan assets over time

All Colorado Permanente Medical Group, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$1.7B 22.220002690631215% vs 2022
2024 filing year
$1.3B$1.4B$1.5B$1.6B$1.7B$1.8B 202220232024 $1.41B $1.72B ▲ +22.0%
Year Plans Participants Total Assets
2022 3 2,740 $1.4B
2023 3 2,638 $1.6B
2024 3 2,516 $1.7B

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Permanente Physicians Retirement Plan for Cpmg vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Permanente Physicians Retirement Plan for Cpmg, Total assets ($B): 0.619026369 · Participants: 861Permanente Physicians Retirement Plan for CpmgKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Permanente Physicians Retirement Plan for Cpmg vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Permanente Physicians Retirement Plan for Cpmg's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Nurses and Local 813 Ibt Retirement Plan in NY ($619M); by covered participants it is Dte Gas Company Retirement Plan for Employees Covered by Collective Bargaining Agreements in MI (861 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($619M here).

Similar participant headcount

Nearest other-state filings by covered participants (861 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 Permanente Physicians Retirement Plan for Cpmg assets move in 2023?
Permanente Physicians Retirement Plan for Cpmg grew at a solid clip - up 7.1% during 2023, from $578M to $619M. Reported net income was $40M.
How have Colorado Permanente Medical Group, P.C. plan assets changed over time?
Across 3 plan years on file (2022-2024), Colorado Permanente Medical Group, P.C.'s sponsor-wide assets grew 22.2%, from $1.4B to $1.7B.
Where does Permanente Physicians Retirement Plan for Cpmg rank by assets among Form 5500 filers?
Permanente Physicians Retirement Plan for Cpmg ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Permanente Physicians Retirement Plan for Cpmg?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Nurses and Local 813 Ibt Retirement Plan in NY ($619M, 2,649 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Permanente Physicians Retirement Plan for Cpmg?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Dte Gas Company Retirement Plan for Employees Covered by Collective Bargaining Agreements in MI (861 participants, $438M in assets).