401(k) · DOL Form 5500 · 2024
Southern California Permanente Medical Group 401(k) Plan
Data updated 2026-08-11
- $1.2B
- Total assets
- 9,094
- Participants
- 99th
- Percentile by assets
- $129,475
- Avg per participant
Official DOL plan name: Southern California Permanente Medical Group Tax Savings Retirement Plan · Sponsored by Southern California Permanente Medical Group · California · Healthcare & Social Assistance
$1.2B in assets, 9,094 participants
Southern California Permanente Medical Group's Southern California Permanente Medical Group Tax Savings Retirement Plan reported $1.2B in total assets and 9,094 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)
- #16,715 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Southern California Permanente Medical Group Tax Savings Retirement Plan covers 9,094 participants in California, 14x the typical California plan (state average ~630 per filing). Assets: $1.2B.
- $1.2B
- total plan assets (2024 EOY)
- 9,094
- covered participants
- 99th
- percentile by assets (of 123,622 plans)
- $129,475
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southern California Permanente Medical Group Tax Savings Retirement Plan reported participants rose from 2,303 in the plan year 2023 filing to 9,094 in the plan year 2024 filing.
- Southern California Permanente Medical Group Tax Savings Retirement Plan reported net income rose from $66M in the plan year 2023 filing to $212M in the plan year 2024 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Southern California Permanente Medical Group Tax Savings Retirement Plan reports 9,094 participants - 14x that state average ($1.2B EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $965M |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | $212M |
| Employer EIN | 951750445 |
| Plan Effective Date | 1983-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southern California Permanente Medical Group)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 81,226 | $18.9B |
| 2023 | 5 | 83,002 | $20.9B |
| 2024 | 7 | 116,967 | $26.2B |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Southern California Permanente Medical Group Tax Savings Retirement 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 Southern California Permanente Medical Group Tax Savings Retirement Plan
Southern California Permanente Medical Group Tax Savings Retirement Plan reports $1.2B in end-of-year assets across 9,094 participants (0.010% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $129,475 per participant (94% of the national average assets-per-participant) . Net income for plan year 2024 was $212M.
This plan identity (EIN 951750445, plan #002) has 5 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $338M to $407M (+20.5%) while covered participants moved from 2,204 to 9,017 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 2,204 | $338M | Open filing |
| 2023 | 2,303 | N/A | Open filing |
| 2024 | 12,922 | $965M | Open filing |
| 2024 | 9,094 | $1.2B | This page |
| 2024 · index core | 9,017 | $407M | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- Kaiser Permanente Retirement Plan for Scpmg (Defined Benefit (Pension), $8.4B, 50,341 participants)
- Scpmg Keogh Plan (Profit Sharing, $7.9B, 10,749 participants)
- The 401(k) Plan for Permanente Medical Groups (401(k), $6.5B, 18,392 participants)
- Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg (Money Purchase, $899M, 6,452 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Southern California Permanente Medical Group Tax Savings Retirement Plan by total assets, not by location.
- Orrick, Herrington & Sutcliffe LLP Retirement Plan (WV) $1.2B · 1,845
- Flex 401(k) Plan (TX) $1.2B · 7,310
- Employee 401(k) Savings Plan (TX) $1.2B · 11,284
- Crane Savings and Investment Plan (CT) $1.2B · 3,821
Frequently Asked Questions
How did Southern California Permanente Medical Group Tax Savings Retirement Plan assets move in 2024? ▼
How have Southern California Permanente Medical Group plan assets changed over time? ▼
Where does Southern California Permanente Medical Group Tax Savings Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Southern California Permanente Medical Group Tax Savings Retirement Plan? ▼
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Filing takeaways
Ways to act on Southern California Permanente Medical Group Tax Savings Retirement Plan's numbers.
- By total assets, Southern California Permanente Medical Group Tax Savings Retirement 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
- Southern California Permanente Medical Group's sponsor-wide assets have grown 38.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans