401(k) · DOL Form 5500 · 2024
Southern California Permanente Medical Group 401(k) Plan
Data updated 2026-08-25
- $1.2B
- Total assets Very large vs avg
- 9,094
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $129,475
- Avg per participant Near avg balance/head
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.
- #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.
- #16,715
- in Healthcare & Social Assistance (16,916 peers)
- +22.0%
- assets growth YoY
- 12×
- vs typical plan assets (national mean)
Southern California Permanente Medical Group Tax Savings Retirement Plan's outsized position by total assets
Southern California Permanente Medical Group Tax Savings Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,177,443,057 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
Southern California Permanente Medical Group Tax Savings Retirement 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. Southern California Permanente Medical Group Tax Savings Retirement Plan lands in the large band (9,094 participants).
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.
EBSA filing schedule strip
Filing strip 951750445 · Southern California Permanente Medical Group PY 2024 · 401(k)
Southern California Permanente Medical Group Tax Savings Retirement Plan · $1.2B · 9,094 · 99th
- IND $1.2B
- EOY 9,094
- 5500 99th
- ASSETS 401(k)
- PCT near Orrick, Herrington & Sutcliffe LLP Retirement Plan
- EIN ind #16715
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 →
Southern California Permanente Medical Group Tax Savings Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Southern California Permanente Medical Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $26.2B 38.68158466521406% vs 2022
- 2024 filing year
| 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.
- 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)
Southern California Permanente Medical Group Tax Savings Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Orrick, Herrington & Sutcliffe LLP Retirement Plan in WV ($1.2B); by covered participants it is The Queen's Health Systems Retirement Savings Plan in HI (9,096 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.2B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (9,094 participants); asset peers above are excluded.
- The Queen's Health Systems Retirement Savings Plan (HI) 9,096 · 2 off
- Communications Test Design, Inc. 401(k) Profit Sharing Plan (PA) 9,089 · 5 off
- Retirement Plan for Michigan Credit Union Employees 401(k) Savings Plan (MI) 9,086 · 8 off
- Your Retirement Savings Plan (MS) 9,085 · 9 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.