401(k) · DOL Form 5500 · 2024
The Permanente Medical Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $205M
- Total assets Near avg plan size
- 384
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $533,293
- Avg per participant High balance/head
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.
- #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.
- #16,066
- in Healthcare & Social Assistance (16,916 peers)
- +8.4%
- assets growth YoY
- 2.1×
- vs typical plan assets (national mean)
The Permanente Medical Group, Inc. Salary Deferral Retirement Plan's outsized position by total assets
The Permanente Medical Group, Inc. Salary Deferral Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$204,784,660 Top 6% higher than 94% 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
The Permanente Medical Group, Inc. Salary Deferral 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. The Permanente Medical Group, Inc. Salary Deferral Retirement Plan sits mid-pack in the medium band (384 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Form 5500 schedule snapshot
Filing strip 942728480 · The Permanente Medical Group, Inc. PY 2024 · 401(k)
The Permanente Medical Group, Inc. Salary Deferral Retirement Plan · $205M · 384 · 94th
- RANK $205M
- RANK 384
- RANK 94th
- RANK 401(k)
- RANK near Exlservice 401(k) Plan
- RANK ind #16066
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 →
The Permanente Medical Group, Inc. Salary Deferral Retirement Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All The Permanente Medical Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $35.2B 22.780701823225495% vs 2022
- 2024 filing year
| 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.
- 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
The Permanente Medical Group, Inc. Salary Deferral Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Exlservice 401(k) Plan in NJ ($205M); by covered participants it is Rrr, LLC 401(k) Plan in MD (384 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($205M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (384 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.