Defined Benefit (Pension) · DOL Form 5500 · 2023
Colorado Permanente Medical Group, P.C. Pension Plan
Data updated 2026-08-25
- $53M
- Total assets Below avg plan size
- 395
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $135,372
- Avg per participant Near avg balance/head
Official DOL plan name: Colorado Permanente Medical Group, P.C. Cash Balance Plan · Sponsored by Colorado Permanente Medical Group, P.C. · Colorado · Healthcare & Social Assistance
$53M in assets, 395 participants
Colorado Permanente Medical Group, P.C.'s Colorado Permanente Medical Group, P.C. Cash Balance Plan reported $53M in total assets and 395 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #15,626 in Healthcare & Social Assistance (17,684 peers)
Where Colorado Permanente Medical Group, P.C. Cash Balance Plan sits by assets
Colorado Permanente Medical Group, P.C. Cash Balance Plan sits in the top quartile of all filed plans by assets, $53M for 395 participants (~$135,372/participant), up 29.0% in 2023.
- #15,626
- in Healthcare & Social Assistance (17,684 peers)
- +29.0%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Colorado Permanente Medical Group, P.C. Cash Balance Plan's outsized position by total assets
Colorado Permanente Medical Group, P.C. Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$53,471,971 Top 14% higher than 86% 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
Colorado Permanente Medical Group, P.C. Cash Balance 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. Colorado Permanente Medical Group, P.C. Cash Balance Plan sits mid-pack in the medium band (395 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Colorado Permanente Medical Group, P.C. Cash Balance Plan reported net income rose from $6M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Colorado Permanente Medical Group, P.C. Cash Balance Plan end-of-year assets rose from $41M in the plan year 2022 filing to $53M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 840832336 · Colorado Permanente Medical Group, P.C. PY 2023 · Defined Benefit (Pension)
Colorado Permanente Medical Group, P.C. Cash Balance Plan · $53M · 395 · 86th
- ASSETS $53M
- ASSETS 395
- ASSETS 86th
- ASSETS Defined Benefit (Pension)
- ASSETS near Venable LLP Cash Balance Plan a
- ASSETS ind #15626
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 Colorado →
Colorado Permanente Medical Group, P.C. Cash Balance Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $41M |
|---|---|
| Net Assets (End of Year) | $53M |
| Net Income | $12M |
| Employer EIN | 840832336 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING 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
| 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 Colorado
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan $1.3B · 39,434
- Ball Pension Plan $951M · 1,506
- Pcs U.S. Employees' Pension Plan $854M · 1,340
- Medianews Group Pension Plan $434M · 213
- National Renewable Energy Laboratory Shared Security Pension Plan $406M · 2,822
Colorado Permanente Medical Group, P.C. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Colorado, the nearest Defined Benefit (Pension) by assets is Venable LLP Cash Balance Plan a in MD ($53M); by covered participants it is Retirement Plan for Employees of White Plains Hospital Medical Center in NY (395 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($53M here).
- Venable LLP Cash Balance Plan a (MD) $53M · 210
- Venable LLP Cash Balance Plan B (MD) $53M · 210
- United Stars, Inc. Pension Plan (WI) $53M · 131
- Allison Transmission Retirement Program for Salaried Employees (IN) $53M · 195
Similar participant headcount
Nearest other-state filings by covered participants (395 participants); asset peers above are excluded.
- Retirement Plan for Employees of White Plains Hospital Medical Center (NY) 395 · 0 off
- Pension Plan for Employees of Shintech Incorporated and Certain Affiliates (TX) 395 · 0 off
- Employers and Laborers Locals 100 & 397 Pension Fund (MO) 395 · 0 off
- Teamsters Local No. 35 Pension Plan (NJ) 394 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.