401(k) · DOL Form 5500 · 2024

The Permanente Medical Group, Inc. 401(k) Plan

Data updated 2026-08-11

$205M
Total assets: 384
Participants: 94th
Percentile by assets: $533,293
Avg per participant

Official DOL plan name: The Permanente Medical Group, Inc. Salary Deferral Retirement Plan · Sponsored by The Permanente Medical Group, Inc. · California · Healthcare & Social Assistance

$205M in assets, 384 participants

The Permanente Medical Group, Inc.'s The Permanente Medical Group, Inc. Salary Deferral Retirement Plan reported $205M in total assets and 384 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

94th percentile by assets (of 123,622 plans)
#16,066 in Healthcare & Social Assistance (16,916 peers)

Where The Permanente Medical Group, Inc. Salary Deferral Retirement Plan sits by assets

The Permanente Medical Group, Inc. Salary Deferral Retirement Plan sits in the top 10% of all filed plans by assets, $205M for 384 participants (~$533,293/participant), up 8.4% in 2024.

$205M
total plan assets (2024 EOY): 384
covered participants: 94th
percentile by assets (of 123,622 plans): $533,293
avg assets per participant

The Permanente Medical Group, Inc. Salary Deferral Retirement Plan reported net income fell from $34M in the plan year 2023 filing to $16M in the plan year 2024 filing.
The Permanente Medical Group, Inc. Salary Deferral Retirement Plan end-of-year assets rose from $189M in the plan year 2023 filing to $205M in the plan year 2024 filing.
The Permanente Medical Group, Inc. Salary Deferral Retirement Plan reported participants rose from 371 in the plan year 2023 filing to 384 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

California

Industry

Healthcare & Social Assistance

The Permanente Medical Group, Inc. Salary Deferral Retirement Plan vs the 2024 asset distribution

By assets, The Permanente Medical Group, Inc. Salary Deferral Retirement Plan outranks 94% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.1x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$189M
Net Assets (End of Year)	$205M
Net Income	$16M
Employer EIN	942728480
Plan Effective Date	1985-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (The Permanente Medical Group, Inc.)

Total plan assets by year, all The Permanente Medical Group, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	6	92,233	$28.7B
2023	6	96,363	$32.1B
2024	6	100,822	$35.2B

Nearby 401(k) Plans in California

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

The Permanente Medical Group, Inc. Salary Deferral Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare The Permanente Medical Group, Inc. Salar… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Permanente Medical Group, Inc. Salary Deferral Retirement Plan by total assets, not by location.

Exlservice 401(k) Plan (NJ) $205M · 1,733
Eab Global, Inc. 401(k) Plan (DC) $205M · 1,835
Yageo Group Employees' Savings Plan (FL) $205M · 899
Your Retirement Savings Plan (MS) $205M · 9,085

Frequently Asked Questions

How did The Permanente Medical Group, Inc. Salary Deferral Retirement Plan assets move in 2024? ▼

The Permanente Medical Group, Inc. Salary Deferral Retirement Plan grew at a solid clip - up 8.4% during 2024, from $189M to $205M. Reported net income was $16M.

How have The Permanente Medical Group, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The Permanente Medical Group, Inc.'s sponsor-wide assets grew 22.8%, from $28.7B to $35.2B.

Where does The Permanente Medical Group, Inc. Salary Deferral Retirement Plan rank by assets among Form 5500 filers? ▼

The Permanente Medical Group, Inc. Salary Deferral Retirement Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to The Permanente Medical Group, Inc. Salary Deferral Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Exlservice 401(k) Plan in NJ ($205M, 1,733 participants).

Next read for The Permanente Medical Group, Inc. Salar…

Scale reading

Ways to act on The Permanente Medical Group, Inc. Salary Deferral Retirement Plan's numbers.

By total assets, The Permanente Medical Group, Inc. Salary Deferral Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
The Permanente Medical Group, Inc.'s sponsor-wide assets have grown 22.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 942728480.