401(k) · DOL Form 5500 · 2024
Kaiser Foundation Health Plan, Inc. 401(k) Plan
Data updated 2026-08-25
- $1.2B
- Total assets Very large vs avg
- 5,470
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $226,498
- Avg per participant Above avg balance/head
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, 5,470 participants
Kaiser Foundation Health Plan, Inc.'s Kaiser Permanente Tax Sheltered Annuity Plan reported $1.2B in total assets and 5,470 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.
- #16,725 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Kaiser Permanente Tax Sheltered Annuity Plan covers 5,470 participants in California, 8.7x the typical California plan (state average ~630 per filing). Assets: $1.2B.
- #16,725
- in Healthcare & Social Assistance (16,916 peers)
- +7.7%
- assets growth YoY
- 12×
- vs typical plan assets (national mean)
Kaiser Permanente Tax Sheltered Annuity Plan's outsized position by total assets
Kaiser Permanente Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,238,942,406 Top 1% higher than 99% 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 Tax Sheltered Annuity 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 Tax Sheltered Annuity Plan lands in the large band (5,470 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kaiser Permanente Tax Sheltered Annuity Plan reported net income fell from $101M in the plan year 2023 filing to $89M in the plan year 2024 filing.
- Kaiser Permanente Tax Sheltered Annuity Plan reported participants rose from 4,909 in the plan year 2023 filing to 5,470 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 941340523 · Kaiser Foundation Health Plan, Inc. PY 2024 · 401(k)
Kaiser Permanente Tax Sheltered Annuity Plan · $1.2B · 5,470 · 99th
- TYPE $1.2B
- TYPE 5,470
- TYPE 99th
- TYPE 401(k)
- TYPE near Southern District Ubc Defined Contribution Fund
- TYPE ind #16725
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 Tax Sheltered Annuity Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | $89M |
| Employer EIN | 941340523 |
| Plan Effective Date | 1982-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kaiser Foundation Health Plan, Inc.)
Sponsor-wide plan assets over time
All Kaiser Foundation Health Plan, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $80.8B 29.65500360890928% vs 2022
- 2024 filing year
| 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.
- 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 5,470 participants (0.010% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $226,498 per participant (1.6x the national average assets-per-participant) . Net income for plan year 2024 was $89M.
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 | Open filing |
| 2024 · index core | 5,470 | $1.2B | This page |
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)
Kaiser Permanente Tax Sheltered Annuity Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Southern District Ubc Defined Contribution Fund in TN ($1.2B); by covered participants it is Kenco Management Services, LLC 401(k) Employee Savings Plan in TN (5,468 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.2B here).
- Southern District Ubc Defined Contribution Fund (TN) $1.2B · 15,271
- Nuvance Health 401(k) Retirement Savings Plan (CT) $1.2B · 10,293
- Hubbell Incorporated Employee Savings & Investment Plan (CT) $1.2B · 8,548
- Fisher Investments 401(k) Plan (TX) $1.2B · 4,143
Similar participant headcount
Nearest other-state filings by covered participants (5,470 participants); asset peers above are excluded.
- Kenco Management Services, LLC 401(k) Employee Savings Plan (TN) 5,468 · 2 off
- Accruewise Pep (NJ) 5,473 · 3 off
- Stewart 401(k) Savings Plan (TX) 5,475 · 5 off
- Visionworks of America, Inc. 401(k) Savings Plan (TX) 5,459 · 11 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.