401(k) · DOL Form 5500 · 2022
Southern California Permanente Medical Group 401(k) Plan
Data updated 2026-08-06
- $338M
- Total assets
- 2,204
- Participants
- 97th
- Percentile by assets
- $153,335
- 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
$338M in assets, 2,204 participants
Southern California Permanente Medical Group's Southern California Permanente Medical Group Tax Savings Retirement Plan reported $338M in total assets and 2,204 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 139,258 plans)
- #19,564 in Healthcare & Social Assistance (20,087 peers)
Coverage in California
Southern California Permanente Medical Group Tax Savings Retirement Plan covers 2,204 participants in California, 3.5x the typical California plan (state average ~637 per filing). Assets: $338M.
- $338M
- total plan assets (2022 EOY)
- 2,204
- covered participants
- 97th
- percentile by assets (of 139,258 plans)
- $153,335
- avg assets per participant
The plan reported a net loss of $69M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs California filers
In California, the average filing covers about 637 participants across 14,392 plans. Southern California Permanente Medical Group Tax Savings Retirement Plan reports 2,204 participants - 3.5x that state average ($338M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $407M |
|---|---|
| Net Assets (End of Year) | $338M |
| Net Income | -$69M |
| 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
- 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
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.
- Kelley Drye & Warren LLP Retirement Savings Plan (NY) $338M · 543
- Nexteer Automotive Salaried 401(k) Retirement Plan (MI) $338M · 1,686
- Wells Enterprises, Inc. 401(k) Plan (IA) $337M · 4,077
- Central Hudson Gas & Electric Corporation Savings Incentive Plan (NY) $337M · 1,075
Frequently Asked Questions
How did Southern California Permanente Medical Group Tax Savings Retirement Plan assets move in 2022? ▼
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 in the top 5% of all filed plans by assets. 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