401(k) · DOL Form 5500 · 2023
Kaiser Foundation Health Plan, Inc. 401(k) Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 4,909
- Participants Above avg headcount
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.
- $101M
- reported net income
Kaiser Permanente Tax Sheltered Annuity Plan's large-plan peer group by participant headcount
Plan-year 2023 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 (4,909 participants).
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.
Plan-year Form 5500 strip
Filing strip 941340523 · Kaiser Foundation Health Plan, Inc. PY 2023 · 401(k)
Kaiser Permanente Tax Sheltered Annuity Plan · N/A · 4,909
- EBSA N/A
- EBSA 4,909
- EBSA PY 2023
- EBSA 401(k)
- EBSA near Annuity Fund of Stage Employees Local 4 Iatse
- EBSA 7.8× state
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 →
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.)
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.
- 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
Kaiser Permanente Tax Sheltered Annuity Plan's closest out-of-state 401(k) peers by headcount
Outside California, the nearest 401(k) by covered participants is Annuity Fund of Stage Employees Local 4 Iatse in NJ (4,909 participants; this filing: 4,909 participants).
Similar participant headcount
Nearest other-state filings by covered participants (4,909 participants); asset peers above are excluded.
- Annuity Fund of Stage Employees Local 4 Iatse (NJ) 4,909 · 0 off
- Legacy Healthcare 401(k) Retirement Plan (IL) 4,911 · 2 off
- Enhance Therapies 401(k) Plan (NJ) 4,913 · 4 off
- Zoll Medical Corporation Employee Savings Plan (MA) 4,904 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.