Defined Benefit (Pension) · DOL Form 5500 · 2023

The Permanente Medical Group, Inc. Pension Plan

Data updated 2026-08-25

$127M
Total assets Near avg plan size
325
Participants Below avg headcount
93rd
Percentile by assets National rank
$391,228
Avg per participant High balance/head
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Official DOL plan name: Kaiser Permanente Optometrists Retirement Plan · Sponsored by The Permanente Medical Group, Inc. · California · Healthcare & Social Assistance

$127M in assets, 325 participants

The Permanente Medical Group, Inc.'s Kaiser Permanente Optometrists Retirement Plan reported $127M in total assets and 325 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #16,562 in Healthcare & Social Assistance (17,684 peers)

Where Kaiser Permanente Optometrists Retirement Plan sits by assets

Kaiser Permanente Optometrists Retirement Plan sits in the top 10% of all filed plans by assets, $127M for 325 participants (~$391,228/participant), up 7.1% in 2023.

#16,562
in Healthcare & Social Assistance (17,684 peers)
+7.1%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Kaiser Permanente Optometrists Retirement Plan's outsized position by total assets

Kaiser Permanente Optometrists Retirement Plan vs every filed plan by assets

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

$127,149,230 Top 7% higher than 93% 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

Kaiser Permanente Optometrists 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. Kaiser Permanente Optometrists Retirement Plan sits mid-pack in the medium band (325 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kaiser Permanente Optometrists Retirement Plan reported net income rose from -$21M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Kaiser Permanente Optometrists Retirement Plan end-of-year assets rose from $119M in the plan year 2022 filing to $127M in the plan year 2023 filing.
  • Kaiser Permanente Optometrists Retirement Plan reported participants rose from 317 in the plan year 2022 filing to 325 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 942728480 · The Permanente Medical Group, Inc. PY 2023 · Defined Benefit (Pension)

Kaiser Permanente Optometrists Retirement Plan · $127M · 325 · 93rd

  • 5500 $127M
  • 5500 325
  • 5500 93rd
  • 5500 Defined Benefit (Pension)
  • 5500 near Wilson Sporting Goods Co. Retirement Pension Plan
  • 5500 ind #16562

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 →

Kaiser Permanente Optometrists Retirement Plan in the asset neighbourhood

Midwest Pension Plan$127MKaiser Permanente Optometrists Retirement PlanKaiser Permanente Optometris…$127MWilson Sporting Goods Co. Retirement Pension PlanWilson Sporting Goods Co. Re…$127MWoodside Energy USA Services Inc. Retirement Income PlanWoodside Energy USA Services…$127MRetirement Plan for Bargaining Unit Employees of South Jersey Industries, Inc.Retirement Plan for Bargaini…$127M
End-of-year total assets ($M) among Kaiser Permanente Optometrists Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$119M
Net Assets (End of Year)$127M
Net Income$8M
Employer EIN942728480
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Permanente Medical Group, Inc.)

Sponsor-wide plan assets over time

All The Permanente Medical Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35.2B 22.780701823225495% vs 2022
2024 filing year
$28B$30B$32B$34B$36B 202220232024 $28.7B $35.2B ▲ +22.8%
Year Plans Participants Total Assets
2022 6 92,233 $28.7B
2023 6 96,363 $32.1B
2024 6 100,822 $35.2B

Nearby Defined Benefit (Pension) Plans in California

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

Kaiser Permanente Optometrists Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Kaiser Permanente Optometrists Retirement Plan, Total assets ($B): 0.12714923 · Participants: 325Kaiser Permanente Optometrists 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
Kaiser Permanente Optometrists Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Kaiser Permanente Optometrists Retirement Plan side-by-side with 3 peers →

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

Outside California, the nearest Defined Benefit (Pension) by assets is Wilson Sporting Goods Co. Retirement Pension Plan in IL ($127M); by covered participants it is Abx Air, Inc. Retirement Income Plan in OH (325 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (325 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 Kaiser Permanente Optometrists Retirement Plan assets move in 2023? ▼
Kaiser Permanente Optometrists Retirement Plan grew at a solid clip - up 7.1% during 2023, from $119M to $127M. Reported net income was $8M.
How have The Permanente Medical Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Permanente Medical Group, Inc.'s sponsor-wide assets grew 22.8%, from $28.7B to $35.2B.
Where does Kaiser Permanente Optometrists Retirement Plan rank by assets among Form 5500 filers? ▼
Kaiser Permanente Optometrists Retirement Plan ranks in the 93rd 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 Defined Benefit (Pension) plans are similar in size to Kaiser Permanente Optometrists Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Wilson Sporting Goods Co. Retirement Pension Plan in IL ($127M, 97 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Kaiser Permanente Optometrists Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Abx Air, Inc. Retirement Income Plan in OH (325 participants, $99M 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 942728480.

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.