401(k) · DOL Form 5500 · 2024
Kaiser Foundation Health Plan, Inc. 401(k) Plan
Data updated 2026-08-11
- $1.2B
- Total assets
- 5,565
- Participants
- 99th
- Percentile by assets
- $206,665
- Avg per participant
Official DOL plan name: Kaiser Permanente Tax Sheltered Annuity Plan · Sponsored by Kaiser Foundation Health Plan, Inc. · California · Healthcare & Social Assistance
$1.2B in assets, 5,565 participants
Kaiser Foundation Health Plan, Inc.'s Kaiser Permanente Tax Sheltered Annuity Plan reported $1.2B in total assets and 5,565 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 123,622 plans)
- #16,710 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Kaiser Permanente Tax Sheltered Annuity Plan covers 5,565 participants in California, 8.8x the typical California plan (state average ~630 per filing). Assets: $1.2B.
- $1.2B
- total plan assets (2024 EOY)
- 5,565
- covered participants
- 99th
- percentile by assets (of 123,622 plans)
- $206,665
- 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 5,565 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 $105M in the plan year 2024 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Kaiser Permanente Tax Sheltered Annuity Plan reports 5,565 participants - 8.8x that state average ($1.2B EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $1.0B |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | $105M |
| 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
Scale composition for Kaiser Permanente Tax Sheltered Annuity Plan
Kaiser Permanente Tax Sheltered Annuity Plan reports $1.2B in end-of-year assets across 5,565 participants (0.009% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $206,665 per participant (1.5x the national average assets-per-participant) . Net income for plan year 2024 was $105M.
This plan identity (EIN 941340523, plan #033) has 5 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $978M to $1.2B (+26.6%) while covered participants moved from 5,150 to 5,470 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,150 | $978M | Open filing |
| 2023 | 4,909 | N/A | Open filing |
| 2024 | 27,157 | $1.0B | Open filing |
| 2024 | 5,565 | $1.2B | This page |
| 2024 · index core | 5,470 | $1.2B | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- Kaiser Permanente Retirement Plan (Defined Benefit (Pension), $34.5B, 135,057 participants)
- Kaiser Permanente 401(k) Retirement Plan (401(k), $22.5B, 149,110 participants)
- Kaiser Permanente Tax Sheltered Annuity Plan (401(k), $13.8B, 79,670 participants)
- Kaiser Permanente Supplemental Savings and Retirement Plan (Money Purchase, $5.7B, 37,013 participants)
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.
- Retirement Plan of Research Triangle Institute (NC) $1.2B · 3,758
- Country/ Iaa 401(k) Plan (IL) $1.1B · 3,624
- Midamerican Energy Company Retirement Savings Plan (IA) $1.1B · 4,976
- Ace Hardware Corporation 401(k) Savings and Retirement Plan (IL) $1.2B · 6,697
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 among the largest 1% of all filed plans. 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