Defined Benefit (Pension) · DOL Form 5500 · 2023

The Permanente Federation, LLC Pension Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
123
Participants Small participant base
87th
Percentile by assets National rank
$458,582
Avg per participant High balance/head
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Official DOL plan name: Permanente Retirement Plan · Sponsored by The Permanente Federation, LLC · California · Healthcare & Social Assistance

$56M in assets, 123 participants

The Permanente Federation, LLC's Permanente Retirement Plan reported $56M in total assets and 123 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #15,700 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Permanente Retirement Plan covers 123 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $56M.

#15,700
in Healthcare & Social Assistance (17,684 peers)
+7.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Permanente Retirement Plan's outsized position by total assets

Permanente Retirement Plan vs every filed plan by assets

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

$56,405,636 Top 13% higher than 87% 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 Retirement 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. Permanente Retirement Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Permanente Retirement Plan reported net income rose from -$9M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Permanente Retirement Plan reported participants fell from 137 in the plan year 2022 filing to 123 in the plan year 2023 filing.
  • Permanente Retirement Plan end-of-year assets rose from $52M in the plan year 2022 filing to $56M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 522017558 · The Permanente Federation, LLC PY 2023 · Defined Benefit (Pension)

Permanente Retirement Plan · $56M · 123 · 87th

  • PCT $56M
  • PCT 123
  • PCT 87th
  • PCT Defined Benefit (Pension)
  • PCT near The Talbots, Inc. Pension Plan
  • PCT ind #15700

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 Retirement Plan in the asset neighbourhood

Hapo Community Credit Union Cash Balance Defined Benefit Plan and TrustHapo Community Credit Union …$56MThe Talbots, Inc. Pension PlanThe Talbots, Inc. Pension Pl…$56MPermanente Retirement Plan$56MGlencore Ltd. Defined Benefit PlanGlencore Ltd. Defined Benefi…$56MPension Plan for Hourly Employees of Ashland Chemical CompanyPension Plan for Hourly Empl…$56M
End-of-year total assets ($M) among Permanente Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$56M
Net Income$4M
Employer EIN522017558
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Permanente Federation, LLC)

Sponsor-wide plan assets over time

All The Permanente Federation, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$140M 19.98587426231965% vs 2022
2024 filing year
$110M$120M$130M$140M$150M 202220232024 $116M $140M ▲ +20.0%
Year Plans Participants Total Assets
2022 2 285 $116M
2023 2 275 $130M
2024 2 277 $140M

Nearby Defined Benefit (Pension) Plans in California

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

Permanente Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Permanente Retirement Plan, Total assets ($B): 0.056405636 · Participants: 123Permanente Retirement PlanKaiser 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 Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Permanente Retirement Plan side-by-side with 3 peers →

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

Outside California, the nearest Defined Benefit (Pension) by assets is The Talbots, Inc. Pension Plan in MA ($56M); by covered participants it is Central Ohio Hospitalists, Inc. Cash Balance Plan in OH (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Retirement Plan assets move in 2023? ▼
Permanente Retirement Plan grew at a solid clip - up 7.7% during 2023, from $52M to $56M. Reported net income was $4M.
How have The Permanente Federation, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Permanente Federation, LLC's sponsor-wide assets grew 20.0%, from $116M to $140M.
Where does Permanente Retirement Plan rank by assets among Form 5500 filers? ▼
Permanente Retirement Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Permanente Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Talbots, Inc. Pension Plan in MA ($56M, 314 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Permanente Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Central Ohio Hospitalists, Inc. Cash Balance Plan in OH (123 participants, N/A 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 522017558.

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.