401(k) · DOL Form 5500 · 2023
Kaiser Foundation Health Plan, Inc. 401(k) Plan
Data updated 2026-08-11
- N/A
- Total assets
- 4,909
- Participants
Official DOL plan name: Kaiser Permanente Tax Sheltered Annuity Plan · Sponsored by Kaiser Foundation Health Plan, Inc. · California · Healthcare & Social Assistance
N/A in assets, 4,909 participants
Kaiser Foundation Health Plan, Inc.'s Kaiser Permanente Tax Sheltered Annuity Plan reported N/A in total assets and 4,909 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in California
Kaiser Permanente Tax Sheltered Annuity Plan covers 4,909 participants in California, 7.8x the typical California plan (state average ~630 per filing). Assets: N/A.
- N/A
- total plan assets (2023 EOY)
- 4,909
- covered participants
- $101M
- reported net income
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kaiser Permanente Tax Sheltered Annuity Plan reported net income rose from -$260M in the plan year 2022 filing to $101M in the plan year 2023 filing.
- Kaiser Permanente Tax Sheltered Annuity Plan reported participants fell from 5,150 in the plan year 2022 filing to 4,909 in the plan year 2023 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 4,909 participants - 7.8x that state average (N/A EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $978M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | $101M |
| 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
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Frequently Asked Questions
How have Kaiser Foundation Health Plan, Inc. plan assets changed over time? ▼
Next read for Kaiser Permanente Tax Sheltered Annuity …
Filing takeaways
Ways to act on Kaiser Permanente Tax Sheltered Annuity Plan's numbers.
- 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