Profit Sharing · DOL Form 5500 · 2023
Southern California Permanente Medical Group Profit Sharing Plan
Data updated 2026-08-06
- $6.8B
- Total assets
- 10,125
- Participants
- 100th
- Percentile by assets
- $673,804
- Avg per participant
Official DOL plan name: Scpmg Keogh Plan · Sponsored by Southern California Permanente Medical Group · California · Healthcare & Social Assistance
$6.8B in assets, 10,125 participants
Southern California Permanente Medical Group's Scpmg Keogh Plan reported $6.8B in total assets and 10,125 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.
- 100th percentile by assets (of 126,618 plans)
- #17,606 in Healthcare & Social Assistance (17,626 peers)
Coverage in California
Scpmg Keogh Plan covers 10,125 participants in California, 16x the typical California plan (state average ~637 per filing). Assets: $6.8B.
- $6.8B
- total plan assets (2023 EOY)
- 10,125
- covered participants
- 100th
- percentile by assets (of 126,618 plans)
- $673,804
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Scpmg Keogh Plan reported net income rose from -$1.1B in the plan year 2022 filing to $1.2B in the plan year 2023 filing.
- Scpmg Keogh Plan end-of-year assets rose from $5.6B in the plan year 2022 filing to $6.8B in the plan year 2023 filing.
- Scpmg Keogh Plan reported participants rose from 9,727 in the plan year 2022 filing to 10,125 in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 637 participants across 14,392 plans. Scpmg Keogh Plan reports 10,125 participants - 16x that state average ($6.8B EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $5.6B |
|---|---|
| Net Assets (End of Year) | $6.8B |
| Net Income | $1.2B |
| Employer EIN | 951750445 |
| Plan Effective Date | 1973-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southern California Permanente Medical Group)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 81,226 | $18.9B |
| 2023 | 5 | 83,002 | $20.9B |
| 2024 | 7 | 116,967 | $26.2B |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Scpmg Keogh Plan vs. nearby Profit Sharing plans in California, assets vs. participants
- Intel Retirement Contribution Plan $7.2B · 21,513
- Motion Picture Industry Individual Account Plan $5.9B · 71,071
- Memorialcare Retirement Plan $1.3B · 4,728
- Disney Retirement Savings Plan $1.1B · 37,110
- Cedars-Sinai Health System Defined Contribution $930M · 11,354
Scale composition for Scpmg Keogh Plan
Scpmg Keogh Plan reports $6.8B in end-of-year assets across 10,125 participants (0.059% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.011% of 89,805,449 covered participants) - about $673,804 per participant (4.9x the national average assets-per-participant) . Net income for plan year 2023 was $1.2B.
This plan identity (EIN 951750445, plan #008) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $5.6B to $7.9B (+40.6%) while covered participants moved from 9,727 to 10,749 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,727 | $5.6B | Open filing |
| 2023 | 10,125 | $6.8B | This page |
| 2024 · index core | 10,749 | $7.9B | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- Kaiser Permanente Retirement Plan for Scpmg (Defined Benefit (Pension), $8.4B, 50,341 participants)
- Scpmg Keogh Plan (Profit Sharing, $7.9B, 10,749 participants)
- The 401(k) Plan for Permanente Medical Groups (401(k), $6.5B, 18,392 participants)
- Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg (Money Purchase, $899M, 6,452 participants)
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Scpmg Keogh Plan by total assets, not by location.
- Southwest Airlines Co. Profitsharing Plan (TX) $5.8B · 71,461
- Emory University Retirement Plan (GA) $4.9B · 18,725
- Retirement Wealth Builder Plan of Pwc (FL) $4.9B · 44,753
- W. W. Grainger, Inc. Retirement Savings Plan (IL) $3.5B · 18,524
Frequently Asked Questions
How did Scpmg Keogh Plan assets move in 2023? ▼
How have Southern California Permanente Medical Group plan assets changed over time? ▼
Where does Scpmg Keogh Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Scpmg Keogh Plan? ▼
Next read for Scpmg Keogh Plan
Filing takeaways
Ways to act on Scpmg Keogh Plan's numbers.
- By total assets, Scpmg Keogh Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
- Southern California Permanente Medical Group's sponsor-wide assets have grown 38.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans