Defined Benefit (Pension) · DOL Form 5500 · 2023

The Southeast Permanente Medical Group Pension Plan

Data updated 2026-08-11

$376M
Total assets: 1,185
Participants: 97th
Percentile by assets: $317,261
Avg per participant

Official DOL plan name: Kaiser Permanente Physicians and Employees Retirement Plan · Sponsored by The Southeast Permanente Medical Group · California · Healthcare & Social Assistance

$376M in assets, 1,185 participants

The Southeast Permanente Medical Group's Kaiser Permanente Physicians and Employees Retirement Plan reported $376M in total assets and 1,185 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

97th percentile by assets (of 127,072 plans)
#17,155 in Healthcare & Social Assistance (17,684 peers)

Where Kaiser Permanente Physicians and Employees Retirement Plan sits by assets

Kaiser Permanente Physicians and Employees Retirement Plan sits in the top 5% of all filed plans by assets, $376M for 1,185 participants (~$317,261/participant), up 11.0% in 2023.

$376M
total plan assets (2023 EOY): 1,185
covered participants: 97th
percentile by assets (of 127,072 plans): $317,261
avg assets per participant

Kaiser Permanente Physicians and Employees Retirement Plan reported net income rose from -$43M in the plan year 2022 filing to $42M in the plan year 2023 filing.
Kaiser Permanente Physicians and Employees Retirement Plan end-of-year assets rose from $339M in the plan year 2022 filing to $376M in the plan year 2023 filing.
Kaiser Permanente Physicians and Employees Retirement Plan reported participants rose from 1,153 in the plan year 2022 filing to 1,185 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

California

Industry

Healthcare & Social Assistance

Kaiser Permanente Physicians and Employees Retirement Plan vs the 2023 asset distribution

By assets, Kaiser Permanente Physicians and Employees Retirement Plan outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$339M
Net Assets (End of Year)	$376M
Net Income	$42M
Employer EIN	581635081
Plan Effective Date	1989-05-01
Filing Status	FILING RECEIVED

Sponsor Plan History (The Southeast Permanente Medical Group)

Total plan assets by year, all The Southeast Permanente Medical Group plans on file

Year	Plans	Participants	Total Assets
2022	1	1,153	$339M
2023	1	1,185	$376M
2024	1	1,229	$394M

Nearby Defined Benefit (Pension) Plans in California

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

Kaiser Permanente Physicians and Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Kaiser Permanente Retirement Plan $33.5B · 127,356
Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
Disney Salaried Pension Plan D $10.1B · 10,813

Compare Kaiser Permanente Physicians and Employe… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Kaiser Permanente Physicians and Employees Retirement Plan by total assets, not by location.

Ironworkers Local 11 Pension Fund (NJ) $376M · 1,159
Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund (IL) $376M · 1,118
Local Union 786 Building Material Pension Fund (IL) $376M · 1,031
Smart Local Unions and Councils Pension Fund (VA) $375M · 938

Frequently Asked Questions

How did Kaiser Permanente Physicians and Employees Retirement Plan assets move in 2023? ▼

Kaiser Permanente Physicians and Employees Retirement Plan grew at a solid clip - up 11.0% during 2023, from $339M to $376M. Reported net income was $42M.

How have The Southeast Permanente Medical Group plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The Southeast Permanente Medical Group's sponsor-wide assets grew 16.3%, from $339M to $394M.

Where does Kaiser Permanente Physicians and Employees Retirement Plan rank by assets among Form 5500 filers? ▼

Kaiser Permanente Physicians and Employees Retirement Plan ranks in the 97th 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 Kaiser Permanente Physicians and Employees Retirement Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Ironworkers Local 11 Pension Fund in NJ ($376M, 1,159 participants).

Next read for Kaiser Permanente Physicians and Employe…

Scale reading

Ways to act on Kaiser Permanente Physicians and Employees Retirement Plan's numbers.

By total assets, Kaiser Permanente Physicians and Employees Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
The Southeast Permanente Medical Group's sponsor-wide assets have grown 16.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 581635081.