Money Purchase · DOL Form 5500 · 2024

Kaiser Foundation Health Plan, Inc. Money Purchase Plan

Data updated 2026-08-25

$833M
Total assets Above avg plan size
12,349
Participants Very large workforce
98th
Percentile by assets National rank
$67,486
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups · Sponsored by Kaiser Foundation Health Plan, Inc. · California · Healthcare & Social Assistance

$833M in assets, 12,349 participants

Kaiser Foundation Health Plan, Inc.'s Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups reported $833M in total assets and 12,349 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #16,620 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups covers 12,349 participants in California, 20x the typical California plan (state average ~630 per filing). Assets: $833M.

#16,620
in Healthcare & Social Assistance (16,916 peers)
+22.4%
assets growth YoY
8.4×
vs typical plan assets (national mean)

Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups's outsized position by total assets

Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups vs every filed plan by assets

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

$833,379,477 Top 2% higher than 98% 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 Supplemental Savings and Retirement Plan for Union Groups's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups is a mega filing (12,349 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups reported participants rose from 9,948 in the plan year 2023 filing to 12,349 in the plan year 2024 filing.
  • Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups end-of-year assets rose from $681M in the plan year 2023 filing to $833M in the plan year 2024 filing.
  • Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups reported net income fell from $156M in the plan year 2023 filing to $153M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 941340523 · Kaiser Foundation Health Plan, Inc. PY 2024 · Money Purchase

Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups · $833M · 12,349 · 98th

  • PART $833M
  • PART 12,349
  • PART 98th
  • PART Money Purchase
  • PART near Pacific Coast Benefits Trust Fund
  • PART ind #16620

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 Supplemental Savings and Retirement Plan for Union Groups in the asset neighbourhood

New England Electrical Workers Money Purchase Plan and TrustNew England Electrical Worke…$870MPacific Coast Benefits Trust FundPacific Coast Benefits Trust…$838MKaiser Permanente Supplemental Savings and Retirement Plan for Union GroupsKaiser Permanente Supplement…$833MCentral Pennsylvania Teamsters Retirement Income Plan 1987Central Pennsylvania Teamste…$806MRetirement Plan for Employees of Fermi Research Alliance, LLCRetirement Plan for Employee…$796M
End-of-year total assets ($M) among Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$681M
Net Assets (End of Year)$833M
Net Income$153M
Employer EIN941340523
Plan Effective Date2004-03-31
Filing StatusFILING 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
$60B$70B$80B$90B 202220232024 $62.4B $80.8B ▲ +29.7%
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.

Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. 10000200003000040000 0246810 Total assets ($B) Participants Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups, Total assets ($B): 0.833379477 · Participants: 12349Kaiser Permanente Supplemental Savings and Retirement Plan for Union GroupsThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 7.903445624 · Participants: 18550The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.667619665 · Participants: 37013Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 5.016619293 · Participants: 19806University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 3.48261473 · Participants: 24741Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America - Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.321194427 · Participants: 23032Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan
Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups vs. nearby Money Purchase plans in California, assets vs. participants
Compare Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups side-by-side with 3 peers →

Scale composition for Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups

Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups reports $833M in end-of-year assets across 12,349 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $67,486 per participant (49% of the national average assets-per-participant) . Net income for plan year 2024 was $153M.

This plan identity (EIN 941340523, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $525M to $833M (+58.8%) while covered participants moved from 9,249 to 12,349 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 9,249 $525M Open filing
2023 9,948 $681M Open filing
2024 · index core 12,349 $833M This page

The same sponsor also keeps 4 other index-core plans on PlainRetire:

Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Pacific Coast Benefits Trust Fund in WA ($838M); by covered participants it is The Mitre Corporation Qualified Retirement Plan in VA (12,228 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12,349 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 Supplemental Savings and Retirement Plan for Union Groups assets move in 2024? ▼
Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups grew sharply - up 22.4% during 2024, from $681M to $833M. Reported net income was $153M.
How have Kaiser Foundation Health Plan, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaiser Foundation Health Plan, Inc.'s sponsor-wide assets grew 29.7%, from $62.3B to $80.8B.
Where does Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups rank by assets among Form 5500 filers? ▼
Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Money Purchase plans are similar in size to Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups? ▼
Among Money Purchase plans in other states, the closest by assets is Pacific Coast Benefits Trust Fund in WA ($838M, 49,727 participants).
Which Money Purchase plans cover a similar participant headcount to Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Mitre Corporation Qualified Retirement Plan in VA (12,228 participants, $2.8B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 941340523.

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.