401(k) · DOL Form 5500 · 2024

Kaiser Foundation Health Plan of Washington Options, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
108
Participants Small participant base
64th
Percentile by assets National rank
$136,073
Avg per participant Near avg balance/head
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Official DOL plan name: Kaiser Permanente Washington Options 401(k) Plan · Sponsored by Kaiser Foundation Health Plan of Washington Options, Inc. · California · Healthcare & Social Assistance

$15M in assets, 108 participants

Kaiser Foundation Health Plan of Washington Options, Inc.'s Kaiser Permanente Washington Options 401(k) Plan reported $15M in total assets and 108 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #11,673 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Kaiser Permanente Washington Options 401(k) Plan covers 108 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $15M.

#11,673
in Healthcare & Social Assistance (16,916 peers)
-2.4%
assets change YoY

The plan reported a net loss of $360K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kaiser Permanente Washington Options 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Kaiser Permanente Washington Options 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$14,695,855 Top 36% higher than 64% of 123,620 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 2024

Kaiser Permanente Washington Options 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kaiser Permanente Washington Options 401(k) Plan sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kaiser Permanente Washington Options 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to -$360K in the plan year 2024 filing.
  • Kaiser Permanente Washington Options 401(k) Plan reported participants fell from 120 in the plan year 2023 filing to 108 in the plan year 2024 filing.
  • Kaiser Permanente Washington Options 401(k) Plan end-of-year assets fell from $15M in the plan year 2023 filing to $15M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 911467158 · Kaiser Foundation Health Plan of Washington Options, Inc. PY 2024 · 401(k)

Kaiser Permanente Washington Options 401(k) Plan · $15M · 108 · 64th

  • VS-ST $15M
  • BOY 108
  • SCH 64th
  • EBSA 401(k)
  • PART near Bob Loquercio Auto Group 401(k) Plan
  • TYPE ind #11673

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 Washington Options 401(k) Plan in the asset neighbourhood

Kaiser Permanente Washington Options 401(k) PlanKaiser Permanente Washington…$15MBob Loquercio Auto Group 401(k) PlanBob Loquercio Auto Group 401…$15MWoodvine Group, LLC 401(k) Retirement PlanWoodvine Group, LLC 401(k) R…$15MArkansas Steel Associates 401(k) PlanArkansas Steel Associates 40…$15MShee Atika, Inc. 401(k) Plan$15M
End-of-year total assets ($M) among Kaiser Permanente Washington Options 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$15M
Net Income-$360K
Employer EIN911467158
Plan Effective Date2004-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kaiser Foundation Health Plan of Washington Options, Inc.)

Sponsor-wide plan assets over time

All Kaiser Foundation Health Plan of Washington Options, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 6.5216524646059915% vs 2022
2024 filing year
$13.5M$14M$14.5M$15M$15.5M 202220232024 $13.8M $14.7M ▲ +6.5%
Year Plans Participants Total Assets
2022 1 126 $14M
2023 1 120 $15M
2024 1 108 $15M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Kaiser Permanente Washington Options 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Kaiser Permanente Washington Options 401(k) Plan, Total assets ($B): 0.014695855 · Participants: 108Kaiser Permanente Washington Options 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Kaiser Permanente Washington Options 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Kaiser Permanente Washington Options 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bob Loquercio Auto Group 401(k) Plan in IL ($15M); by covered participants it is El Centro De Corazon 401(k) Profit Sharing Plan and Trust in TX (108 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (108 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kaiser Permanente Washington Options 401(k) Plan assets move in 2024?
Kaiser Permanente Washington Options 401(k) Plan edged down modestly - down 2.4% during 2024, from $15M to $15M. Reported net income was -$360K.
How have Kaiser Foundation Health Plan of Washington Options, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Kaiser Foundation Health Plan of Washington Options, Inc.'s sponsor-wide assets grew 6.5%, from $14M to $15M.
Which 401(k) plans are similar in size to Kaiser Permanente Washington Options 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Bob Loquercio Auto Group 401(k) Plan in IL ($15M, 811 participants).
Which 401(k) plans cover a similar participant headcount to Kaiser Permanente Washington Options 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is El Centro De Corazon 401(k) Profit Sharing Plan and Trust in TX (108 participants, $4M in assets).