Money Purchase · DOL Form 5500 · 2024
Kaiser Foundation Health Plan, Inc. Money Purchase Plan
Data updated 2026-08-25
- $61M
- Total assets Below avg plan size
- 393
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $156,176
- Avg per participant Above avg balance/head
Official DOL plan name: Kaiser Permanente Northwest Supplemental Retirement Plan · Sponsored by Kaiser Foundation Health Plan, Inc. · California · Healthcare & Social Assistance
$61M in assets, 393 participants
Kaiser Foundation Health Plan, Inc.'s Kaiser Permanente Northwest Supplemental Retirement Plan reported $61M in total assets and 393 participants in its 2024 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.
- #14,941 in Healthcare & Social Assistance (16,916 peers)
Where Kaiser Permanente Northwest Supplemental Retirement Plan sits by assets
Kaiser Permanente Northwest Supplemental Retirement Plan sits in the top quartile of all filed plans by assets, $61M for 393 participants (~$156,176/participant), up 17.2% in 2024.
- #14,941
- in Healthcare & Social Assistance (16,916 peers)
- +17.2%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Kaiser Permanente Northwest Supplemental Retirement Plan's outsized position by total assets
Kaiser Permanente Northwest Supplemental Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$61,377,047 Top 14% higher than 86% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Kaiser Permanente Northwest Supplemental Retirement 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 Northwest Supplemental Retirement Plan sits mid-pack in the medium band (393 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kaiser Permanente Northwest Supplemental Retirement Plan end-of-year assets rose from $52M in the plan year 2023 filing to $61M in the plan year 2024 filing.
- Kaiser Permanente Northwest Supplemental Retirement Plan reported net income rose from $9M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Kaiser Permanente Northwest Supplemental Retirement Plan reported participants rose from 387 in the plan year 2023 filing to 393 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 941340523 · Kaiser Foundation Health Plan, Inc. PY 2024 · Money Purchase
Kaiser Permanente Northwest Supplemental Retirement Plan · $61M · 393 · 86th
- VS-ST $61M
- BOY 393
- SCH 86th
- EBSA Money Purchase
- PART near Operating Eng. Local 474 Defined Contribution
- TYPE ind #14941
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 Northwest Supplemental Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $52M |
|---|---|
| Net Assets (End of Year) | $61M |
| Net Income | $9M |
| Employer EIN | 941340523 |
| Plan Effective Date | 1978-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kaiser Foundation Health Plan, Inc.)
Sponsor-wide plan assets over time
All Kaiser Foundation Health Plan, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $80.8B 29.65500360890928% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 8 | 377,906 | $62.3B |
| 2023 | 8 | 386,094 | $71.4B |
| 2024 | 9 | 451,784 | $80.8B |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.9B · 18,550
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.7B · 37,013
- University of Southern California Defined Contribution Retirement Plan $5.0B · 19,806
- Carpenters Annuity Trust Fund for Northern California $3.5B · 24,741
- Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan $2.3B · 23,032
Kaiser Permanente Northwest Supplemental Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Operating Eng. Local 474 Defined Contribution in TN ($61M); by covered participants it is Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators in IL (392 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($61M here).
- Operating Eng. Local 474 Defined Contribution (TN) $61M · 294
- Flagler Hospital Money Accumulation Plan and Trust (FL) $61M · 1,753
- Local 338 Annuity Fund (NY) $61M · 6,724
- Plumbers & Pipefitters Local 162 Retirement Savings Plan (OH) $61M · 618
Similar participant headcount
Nearest other-state filings by covered participants (393 participants); asset peers above are excluded.
- Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators (IL) 392 · 1 off
- Brattleboro Memorial Hospital Money Purchase Pension Plan and Trust (VT) 397 · 4 off
- Nyk Group Americas Inc. Money Purchase Pension Plan (NJ) 388 · 5 off
- Medela LLC Employees Pension Plan (IL) 400 · 7 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.