401(k) · DOL Form 5500 · 2022
Southern California Permanente Medical Group 401(k) Plan
Data updated 2026-08-25
- $338M
- Total assets Above avg plan size
- 2,204
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $153,335
- Avg per participant Above 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
$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.
- #19,537 in Healthcare & Social Assistance (20,060 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 ~630 per filing). Assets: $338M.
- #19,537
- in Healthcare & Social Assistance (20,060 peers)
- -17.0%
- assets change YoY
- 3.4×
- vs typical plan assets (national mean)
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.
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 2022 · DOL Form 5500
$337,951,037 Top 3% higher than 97% 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
Southern California Permanente Medical Group Tax Savings Retirement 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. Southern California Permanente Medical Group Tax Savings Retirement Plan lands in the large band (2,204 participants).
EBSA filing schedule strip
Filing strip 951750445 · Southern California Permanente Medical Group PY 2022 · 401(k)
Southern California Permanente Medical Group Tax Savings Retirement Plan · $338M · 2,204 · 97th
- PART $338M
- PART 2,204
- PART 97th
- PART 401(k)
- PART near Kelley Drye & Warren LLP Retirement Savings Plan
- PART ind #19537
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) | $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)
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.
- 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
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 Kelley Drye & Warren LLP Retirement Savings Plan in NY ($338M); by covered participants it is South Point Hotel and Casino 401(k) Plan in NV (2,205 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($338M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2,204 participants); asset peers above are excluded.
- South Point Hotel and Casino 401(k) Plan (NV) 2,205 · 1 off
- Leidos Biomedical Research, Inc. Capital Accumulation Plan (MD) 2,203 · 1 off
- The 401(k) Retirement Plan for Employees of the (NY) 2,206 · 2 off
- Partner Industrial, L.P. 401(k) Savings Plan (TX) 2,202 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.