Profit Sharing · DOL Form 5500 · 2023

Southern California Permanente Medical Group Profit Sharing Plan

Data updated 2026-08-25

$6.8B
Total assets Very large vs avg
10,125
Participants Very large workforce
100th
Percentile by assets National rank
$673,804
Avg per participant High balance/head
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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.

  • #17,664 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Scpmg Keogh Plan covers 10,125 participants in California, 16x the typical California plan (state average ~630 per filing). Assets: $6.8B.

#17,664
in Healthcare & Social Assistance (17,684 peers)
+21.8%
assets growth YoY
68×
vs typical plan assets (national mean)

Scpmg Keogh Plan's outsized position by total assets

Scpmg Keogh Plan vs every filed plan by assets

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

$6,822,267,649 Highest reported value at or above every one 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

Scpmg Keogh Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Scpmg Keogh Plan is a mega filing (10,125 participants), the rightmost band on the breakdown.

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 951750445 · Southern California Permanente Medical Group PY 2023 · Profit Sharing

Scpmg Keogh Plan · $6.8B · 10,125 · 100th

  • EIN $6.8B
  • RANK 10,125
  • PHOTO 100th
  • IND Profit Sharing
  • EOY near Southwest Airlines Co. Profitsharing Plan
  • 5500 ind #17664

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 →

Scpmg Keogh Plan in the asset neighbourhood

Scpmg Keogh Plan$6.8BSouthwest Airlines Co. Profitsharing PlanSouthwest Airlines Co. Profi…$5.8BEmory University Retirement PlanEmory University Retirement …$4.9BRetirement Wealth Builder Plan of PwcRetirement Wealth Builder Pl…$4.9BW. W. Grainger, Inc. Retirement Savings PlanW. W. Grainger, Inc. Retirem…$3.5B
End-of-year total assets ($B) among Scpmg Keogh Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$5.6B
Net Assets (End of Year)$6.8B
Net Income$1.2B
Employer EIN951750445
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern California Permanente Medical Group)

Sponsor-wide plan assets over time

All Southern California Permanente Medical Group plans reported in each filing year

Latest sponsor-wide plan assets
$26.2B 38.68158466521406% vs 2022
2024 filing year
$15B$20B$25B$30B 202220232024 $18.9B $26.2B ▲ +38.7%
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 Scatter plot of 6 data points. 020000400006000080000 02468 Total assets ($B) Participants Scpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings PlanCedars-Sinai Health System Defined Contribution, Total assets ($B): 0.930423568 · Participants: 11354Cedars-Sinai Health System Defined Contribution
Scpmg Keogh Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Scpmg Keogh Plan side-by-side with 3 peers →

Scale composition for Scpmg Keogh Plan

Scpmg Keogh Plan reports $6.8B in end-of-year assets across 10,125 participants (0.055% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 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:

Scpmg Keogh Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Southwest Airlines Co. Profitsharing Plan in TX ($5.8B); by covered participants it is The Research Foundation for Suny Retirement Plan in NY (10,120 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6.8B here).

Similar participant headcount

Nearest other-state filings by covered participants (10,125 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 Scpmg Keogh Plan assets move in 2023? ▼
Scpmg Keogh Plan grew sharply - up 21.8% during 2023, from $5.6B to $6.8B. Reported net income was $1.2B.
How have Southern California Permanente Medical Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern California Permanente Medical Group's sponsor-wide assets grew 38.7%, from $18.9B to $26.2B.
Where does Scpmg Keogh Plan rank by assets among Form 5500 filers? ▼
Scpmg Keogh Plan ranks in the 100th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Profit Sharing plans are similar in size to Scpmg Keogh Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Southwest Airlines Co. Profitsharing Plan in TX ($5.8B, 71,461 participants).
Which Profit Sharing plans cover a similar participant headcount to Scpmg Keogh Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is The Research Foundation for Suny Retirement Plan in NY (10,120 participants, $1.2B 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 951750445.

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.