Defined Benefit (Pension) · DOL Form 5500 · 2023
Washington Permanente Medical Group Pension Plan
Data updated 2026-08-25
- $120M
- Total assets Near avg plan size
- 1,097
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $109,690
- Avg per participant Below avg balance/head
Official DOL plan name: Washington Permanente Medical Group Cash Balance Pension Plan · Sponsored by Washington Permanente Medical Group · Washington · Healthcare & Social Assistance
$120M in assets, 1,097 participants
Washington Permanente Medical Group's Washington Permanente Medical Group Cash Balance Pension Plan reported $120M in total assets and 1,097 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #16,514 in Healthcare & Social Assistance (17,684 peers)
Where Washington Permanente Medical Group Cash Balance Pension Plan sits by assets
Washington Permanente Medical Group Cash Balance Pension Plan sits in the top 10% of all filed plans by assets, $120M for 1,097 participants (~$109,690/participant), up 22.4% in 2023.
- #16,514
- in Healthcare & Social Assistance (17,684 peers)
- +22.4%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Washington Permanente Medical Group Cash Balance Pension Plan's outsized position by total assets
Washington Permanente Medical Group Cash Balance Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$120,329,622 Top 8% higher than 92% 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
Washington Permanente Medical Group Cash Balance Pension Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Washington Permanente Medical Group Cash Balance Pension Plan lands in the large band (1,097 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Washington Permanente Medical Group Cash Balance Pension Plan reported net income rose from $4M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- Washington Permanente Medical Group Cash Balance Pension Plan end-of-year assets rose from $98M in the plan year 2022 filing to $120M in the plan year 2023 filing.
- Washington Permanente Medical Group Cash Balance Pension Plan reported participants fell from 1,121 in the plan year 2022 filing to 1,097 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 911841629 · Washington Permanente Medical Group PY 2023 · Defined Benefit (Pension)
Washington Permanente Medical Group Cash Balance Pension Plan · $120M · 1,097 · 92nd
- RANK $120M
- RANK 1,097
- RANK 92nd
- RANK Defined Benefit (Pension)
- RANK near Community Memorial Hospital Retirement Plan
- RANK ind #16514
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 Washington →
Washington Permanente Medical Group Cash Balance Pension Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $98M |
|---|---|
| Net Assets (End of Year) | $120M |
| Net Income | $22M |
| Employer EIN | 911841629 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Washington Permanente Medical Group)
Sponsor-wide plan assets over time
All Washington Permanente Medical Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.6B 29.484678819353178% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,853 | $1.2B |
| 2023 | 2 | 2,868 | $1.4B |
| 2024 | 2 | 2,835 | $1.6B |
Nearby Defined Benefit (Pension) Plans in Washington
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Western Conference of Teamsters Pension Plan $57.4B · 229,511
- The Pension Value Plan for Employees of the Boeing Company $25.0B · 31,566
- The Boeing Company Employee Retirement Plan $16.3B · 32,477
- Northwest Carpenters Retirement Plan $3.3B · 15,892
- Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan $3.1B · 8,339
Washington Permanente Medical Group Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Washington, the nearest Defined Benefit (Pension) by assets is Community Memorial Hospital Retirement Plan in WI ($120M); by covered participants it is Redstone Federal Credit Union Defined Benefit Plan in AL (1,097 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($120M here).
- Community Memorial Hospital Retirement Plan (WI) $120M · 316
- IBEW Local 531 & NECA Pension Plan (IN) $120M · 424
- Tower International Pension Plan (MI) $120M · 345
- Teamsters Local Union No. 115 Pension Plan (PA) $121M · 592
Similar participant headcount
Nearest other-state filings by covered participants (1,097 participants); asset peers above are excluded.
- Redstone Federal Credit Union Defined Benefit Plan (AL) 1,097 · 0 off
- Utah Pipe Trades Pension Trust Fund (CA) 1,097 · 0 off
- The Chambersburg Hospital Pension Plan for Union Represented Employees (PA) 1,097 · 0 off
- General Dynamics Retirement Plan (Land Systems) (VA) 1,096 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.