401(k) · DOL Form 5500 · 2024
Kaiser Foundation Health Plan, Inc. 401(k) Plan
Data updated 2026-08-06
- $1.0B
- Total assets
- 27,157
- Participants
- 98th
- Percentile by assets
- $38,484
- Avg per participant
Official DOL plan name: Kaiser Permanente Tax Sheltered Annuity Plan · Sponsored by Kaiser Foundation Health Plan, Inc. · California · Healthcare & Social Assistance
$1.0B in assets, 27,157 participants
Kaiser Foundation Health Plan, Inc.'s Kaiser Permanente Tax Sheltered Annuity Plan reported $1.0B in total assets and 27,157 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.
- 98th percentile by assets (of 116,472 plans)
Coverage in California
Kaiser Permanente Tax Sheltered Annuity Plan covers 27,157 participants in California, 43x the typical California plan (state average ~637 per filing). Assets: $1.0B.
- $1.0B
- total plan assets (2024 EOY)
- 27,157
- covered participants
- 98th
- percentile by assets (of 116,472 plans)
- $38,484
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kaiser Permanente Tax Sheltered Annuity Plan reported participants rose from 4,909 in the plan year 2023 filing to 27,157 in the plan year 2024 filing.
- Kaiser Permanente Tax Sheltered Annuity Plan reported net income rose from $101M in the plan year 2023 filing to $110M in the plan year 2024 filing.
Participants vs California filers
In California, the average filing covers about 637 participants across 14,392 plans. Kaiser Permanente Tax Sheltered Annuity Plan reports 27,157 participants - 43x that state average ($1.0B EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $935M |
|---|---|
| Net Assets (End of Year) | $1.0B |
| Net Income | $110M |
| Employer EIN | 941340523 |
| Plan Effective Date | 1982-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kaiser Foundation Health Plan, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 8 | 377,906 | $62.3B |
| 2023 | 8 | 386,094 | $71.4B |
| 2024 | 9 | 451,784 | $80.8B |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Kaiser Permanente Tax Sheltered Annuity 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Kaiser Permanente Tax Sheltered Annuity Plan by total assets, not by location.
- First National of Nebraska, Inc. First Savings Plan (NE) $1.0B · 4,950
- 7-Eleven, Inc. 401(k) Plan (TX) $1.0B · 61,061
- Veolia North America 401(k) Savings Plan (MA) $1.0B · 6,510
- Thoroughbred Retirement Investment Plan of Norfolk Southern Corporation and Participating Subsidiary Companies (GA) $1.0B · 12,078
Frequently Asked Questions
How did Kaiser Permanente Tax Sheltered Annuity Plan assets move in 2024? ▼
How have Kaiser Foundation Health Plan, Inc. plan assets changed over time? ▼
Where does Kaiser Permanente Tax Sheltered Annuity Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Kaiser Permanente Tax Sheltered Annuity Plan? ▼
Next read for Kaiser Permanente Tax Sheltered Annuity …
Filing takeaways
Ways to act on Kaiser Permanente Tax Sheltered Annuity Plan's numbers.
- By total assets, Kaiser Permanente Tax Sheltered Annuity Plan ranks in the top 5% 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
- Kaiser Foundation Health Plan, Inc.'s sponsor-wide assets have grown 29.7% 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 941340523.
Read our methodology - how this data is sourced, computed, and verified.