401(k) · DOL Form 5500 · 2022
Kaiser Foundation Health Plan, Inc. 401(k) Plan
Data updated 2026-08-25
- $978M
- Total assets Above avg plan size
- 5,150
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $189,999
- 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
$978M in assets, 5,150 participants
Kaiser Foundation Health Plan, Inc.'s Kaiser Permanente Tax Sheltered Annuity Plan reported $978M in total assets and 5,150 participants in its 2022 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.
- #19,881 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
Kaiser Permanente Tax Sheltered Annuity Plan covers 5,150 participants in California, 8.2x the typical California plan (state average ~630 per filing). Assets: $978M.
- #19,881
- in Healthcare & Social Assistance (20,060 peers)
- -21.0%
- assets change YoY
- 9.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $260M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
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 2022 · DOL Form 5500
$978,492,595 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Kaiser Permanente Tax Sheltered Annuity Plan's large-plan peer group by participant headcount
Plan-year 2022 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 (5,150 participants).
Form 5500 schedule snapshot
Filing strip 941340523 · Kaiser Foundation Health Plan, Inc. PY 2022 · 401(k)
Kaiser Permanente Tax Sheltered Annuity Plan · $978M · 5,150 · 99th
- PHOTO $978M
- PHOTO 5,150
- PHOTO 99th
- PHOTO 401(k)
- PHOTO near Jabil 401(k) Retirement Plan
- PHOTO ind #19881
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) | $978M |
| Net Income | -$260M |
| 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 $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Scale composition for Kaiser Permanente Tax Sheltered Annuity Plan
Kaiser Permanente Tax Sheltered Annuity Plan reports $978M in end-of-year assets across 5,150 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $189,999 per participant (1.4x the national average assets-per-participant) . Net income for plan year 2022 was -$260M.
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 | This page |
| 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 | Open filing |
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 Jabil 401(k) Retirement Plan in FL ($979M); by covered participants it is Shi International Corp 401(k) Savings Plan in NJ (5,151 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($978M here).
- Jabil 401(k) Retirement Plan (FL) $979M · 9,289
- Troutman Pepper Defined Contribution Plan (GA) $978M · 2,265
- Rollins 401(k) Savings Plan (GA) $980M · 11,914
- Erie Insurance Group Employee Savings Plan (PA) $980M · 5,811
Similar participant headcount
Nearest other-state filings by covered participants (5,150 participants); asset peers above are excluded.
- Shi International Corp 401(k) Savings Plan (NJ) 5,151 · 1 off
- Holman Enterprises Supplemental Retirement and Savings Plan (NJ) 5,153 · 3 off
- Dayton Freight Lines, Inc. Employee 401(k) Retirement Plan (OH) 5,146 · 4 off
- Conocophillips Savings Plan (TX) 5,154 · 4 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.