Money Purchase · DOL Form 5500 · 2024
Kaiser Foundation Health Plan of Washington Money Purchase Plan
Data updated 2026-08-25
- $568M
- Total assets Above avg plan size
- 7,774
- Participants Very large workforce
- 97th
- Percentile by assets National rank
- $73,003
- Avg per participant Below avg balance/head
Official DOL plan name: Kaiser Permanente Washington Defined Contribution Plan · Sponsored by Kaiser Foundation Health Plan of Washington · California · Healthcare & Social Assistance
$568M in assets, 7,774 participants
Kaiser Foundation Health Plan of Washington's Kaiser Permanente Washington Defined Contribution Plan reported $568M in total assets and 7,774 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #16,494 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Kaiser Permanente Washington Defined Contribution Plan covers 7,774 participants in California, 12x the typical California plan (state average ~630 per filing). Assets: $568M.
- #16,494
- in Healthcare & Social Assistance (16,916 peers)
- +12.7%
- assets growth YoY
- 5.7×
- vs typical plan assets (national mean)
Kaiser Permanente Washington Defined Contribution Plan's outsized position by total assets
Kaiser Permanente Washington Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$567,528,063 Top 3% higher than 97% 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 Washington Defined Contribution Plan's large-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 Washington Defined Contribution Plan lands in the large band (7,774 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kaiser Permanente Washington Defined Contribution Plan reported net income fell from $82M in the plan year 2023 filing to $64M in the plan year 2024 filing.
- Kaiser Permanente Washington Defined Contribution Plan end-of-year assets rose from $504M in the plan year 2023 filing to $568M in the plan year 2024 filing.
- Kaiser Permanente Washington Defined Contribution Plan reported participants rose from 7,322 in the plan year 2023 filing to 7,774 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 910511770 · Kaiser Foundation Health Plan of Washington PY 2024 · Money Purchase
Kaiser Permanente Washington Defined Contribution Plan · $568M · 7,774 · 97th
- RANK $568M
- PHOTO 7,774
- IND 97th
- EOY Money Purchase
- 5500 near The Children's Mercy Hospital Retirement Plan
- ASSETS ind #16494
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 Defined Contribution Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $504M |
|---|---|
| Net Assets (End of Year) | $568M |
| Net Income | $64M |
| Employer EIN | 910511770 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kaiser Foundation Health Plan of Washington)
Sponsor-wide plan assets over time
All Kaiser Foundation Health Plan of Washington plans reported in each filing year
- Latest sponsor-wide plan assets
- $568M 50.324394678914594% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 13,308 | $1.1B |
| 2023 | 2 | 13,420 | $504M |
| 2024 | 1 | 7,774 | $568M |
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
Scale composition for Kaiser Permanente Washington Defined Contribution Plan
Kaiser Permanente Washington Defined Contribution Plan reports $568M in end-of-year assets across 7,774 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $73,003 per participant (53% of the national average assets-per-participant) . Net income for plan year 2024 was $64M.
This plan identity (EIN 910511770, plan #008) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $422M to $568M (+34.5%) while covered participants moved from 7,075 to 7,774 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,075 | $422M | Open filing |
| 2023 | 7,322 | $504M | Open filing |
| 2024 · index core | 7,774 | $568M | This page |
Kaiser Permanente Washington Defined Contribution Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is The Children's Mercy Hospital Retirement Plan in MO ($564M); by covered participants it is Occidental Petroleum Corporation Retirement Plan in TX (7,877 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($568M here).
- The Children's Mercy Hospital Retirement Plan (MO) $564M · 6,714
- Middlebury College Core Retirement Plan (VT) $574M · 1,500
- Nfl Pension Plan (NY) $544M · 1,626
- Educational Testing Service 401(a) Retirement Plan (NJ) $593M · 3,097
Similar participant headcount
Nearest other-state filings by covered participants (7,774 participants); asset peers above are excluded.
- Occidental Petroleum Corporation Retirement Plan (TX) 7,877 · 103 off
- Operating Engineers' Local 324, Defined Contribution Pension Plan (MI) 7,667 · 107 off
- Iron Workers District Council of New England Annuity Fund (MA) 7,659 · 115 off
- The Johns Hopkins University Applied Physics Laboratory Pension Plan a (MD) 8,190 · 416 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.