401(k) · DOL Form 5500 · 2024

The Permanente Federation, LLC 401(k) Plan

Data updated 2026-08-25

$80M
Total assets Below avg plan size
150
Participants Small participant base
89th
Percentile by assets National rank
$531,102
Avg per participant High balance/head
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Official DOL plan name: The Permanente 401(k) Retirement Plan · Sponsored by The Permanente Federation, LLC · California · Healthcare & Social Assistance

$80M in assets, 150 participants

The Permanente Federation, LLC's The Permanente 401(k) Retirement Plan reported $80M in total assets and 150 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #15,265 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

The Permanente 401(k) Retirement Plan covers 150 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $80M.

#15,265
in Healthcare & Social Assistance (16,916 peers)
+8.1%
assets growth YoY
0.8×
vs typical plan assets (national mean)

The Permanente 401(k) Retirement Plan's outsized position by total assets

The Permanente 401(k) Retirement Plan vs every filed plan by assets

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

$79,665,253 Top 11% higher than 89% 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

The Permanente 401(k) 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 401(k) Retirement Plan sits mid-pack in the medium band (150 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Permanente 401(k) Retirement Plan reported net income fell from $10M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • The Permanente 401(k) Retirement Plan end-of-year assets rose from $74M in the plan year 2023 filing to $80M in the plan year 2024 filing.
  • The Permanente 401(k) Retirement Plan reported participants fell from 152 in the plan year 2023 filing to 150 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 522017558 · The Permanente Federation, LLC PY 2024 · 401(k)

The Permanente 401(k) Retirement Plan · $80M · 150 · 89th

  • TYPE $80M
  • TYPE 150
  • TYPE 89th
  • TYPE 401(k)
  • TYPE near Willcox & Savage, P.C. Profit-Sharing Retirement Plan
  • TYPE ind #15265

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 401(k) Retirement Plan in the asset neighbourhood

Health Fitness Corporation 401(k) Savings PlanHealth Fitness Corporation 4…$80MThe Permanente 401(k) Retirement PlanThe Permanente 401(k) Retire…$80MWillcox & Savage, P.C. Profit-Sharing Retirement PlanWillcox & Savage, P.C. Profi…$80MGate City Bank Retirement Savings PlanGate City Bank Retirement Sa…$80MIron Workers' Locals No. 15 & 424 Annuity PlanIron Workers' Locals No. 15 …$80M
End-of-year total assets ($M) among The Permanente 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$74M
Net Assets (End of Year)$80M
Net Income$6M
Employer EIN522017558
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Permanente Federation, LLC)

Sponsor-wide plan assets over time

All The Permanente Federation, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$140M 19.98587426231965% vs 2022
2024 filing year
$110M$120M$130M$140M$150M 202220232024 $116M $140M ▲ +20.0%
Year Plans Participants Total Assets
2022 2 285 $116M
2023 2 275 $130M
2024 2 277 $140M

Nearby 401(k) Plans in California

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

The Permanente 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Permanente 401(k) Retirement Plan, Total assets ($B): 0.079665253 · Participants: 150The Permanente 401(k) Retirement PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
The Permanente 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Permanente 401(k) Retirement Plan side-by-side with 3 peers →

The Permanente 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Willcox & Savage, P.C. Profit-Sharing Retirement Plan in VA ($80M); by covered participants it is The Custom Companies Retirement Savings Plan in IL (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 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 The Permanente 401(k) Retirement Plan assets move in 2024? ▼
The Permanente 401(k) Retirement Plan grew at a solid clip - up 8.1% during 2024, from $74M to $80M. Reported net income was $6M.
How have The Permanente Federation, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Permanente Federation, LLC's sponsor-wide assets grew 20.0%, from $116M to $140M.
Where does The Permanente 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
The Permanente 401(k) Retirement Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Permanente 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Willcox & Savage, P.C. Profit-Sharing Retirement Plan in VA ($80M, 98 participants).
Which 401(k) plans cover a similar participant headcount to The Permanente 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Custom Companies Retirement Savings Plan in IL (150 participants, $15M 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 522017558.

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.