Defined Benefit (Pension) · DOL Form 5500 · 2024
Washington Permanente Medical Group Pension Plan
Data updated 2026-08-25
- $137M
- Total assets Near avg plan size
- 1,111
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $123,655
- Avg per participant Near avg balance/head
Official DOL plan name: Washington Permanente Medical Group Cash Balance Pension Plan · Sponsored by Washington Permanente Medical Group · Washington · Healthcare & Social Assistance
$137M in assets, 1,111 participants
Washington Permanente Medical Group's Washington Permanente Medical Group Cash Balance Pension Plan reported $137M in total assets and 1,111 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #15,800 in Healthcare & Social Assistance (16,916 peers)
Where Washington Permanente Medical Group Cash Balance Pension Plan sits by assets
Washington Permanente Medical Group Cash Balance Pension Plan sits in the top 10% of all filed plans by assets, $137M for 1,111 participants (~$123,655/participant), up 14.2% in 2024.
- #15,800
- in Healthcare & Social Assistance (16,916 peers)
- +14.2%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Washington Permanente Medical Group Cash Balance Pension Plan's outsized position by total assets
Washington Permanente Medical Group Cash Balance Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$137,380,850 Top 8% higher than 92% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Washington Permanente Medical Group Cash Balance Pension Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Washington Permanente Medical Group Cash Balance Pension Plan lands in the large band (1,111 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Washington Permanente Medical Group Cash Balance Pension Plan reported net income fell from $22M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- Washington Permanente Medical Group Cash Balance Pension Plan end-of-year assets rose from $120M in the plan year 2023 filing to $137M in the plan year 2024 filing.
- Washington Permanente Medical Group Cash Balance Pension Plan reported participants rose from 1,097 in the plan year 2023 filing to 1,111 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 911841629 · Washington Permanente Medical Group PY 2024 · Defined Benefit (Pension)
Washington Permanente Medical Group Cash Balance Pension Plan · $137M · 1,111 · 92nd
- RANK $137M
- PHOTO 1,111
- IND 92nd
- EOY Defined Benefit (Pension)
- 5500 near Roundys Supermarkets, Inc. Retirement Plan
- ASSETS ind #15800
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 Washington →
Washington Permanente Medical Group Cash Balance Pension Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $120M |
|---|---|
| Net Assets (End of Year) | $137M |
| Net Income | $17M |
| Employer EIN | 911841629 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Washington Permanente Medical Group)
Sponsor-wide plan assets over time
All Washington Permanente Medical Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.6B 29.484678819353178% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,853 | $1.2B |
| 2023 | 2 | 2,868 | $1.4B |
| 2024 | 2 | 2,835 | $1.6B |
Nearby Defined Benefit (Pension) Plans in Washington
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Western Conference of Teamsters Pension Plan $56.4B · 231,156
- The Pension Value Plan for Employees of the Boeing Company $23.3B · 29,538
- The Boeing Company Employee Retirement Plan $15.4B · 31,398
- Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan $3.3B · 8,695
- Paccar Inc Retirement Plan $2.7B · 10,345
Washington Permanente Medical Group Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Washington, the nearest Defined Benefit (Pension) by assets is Roundys Supermarkets, Inc. Retirement Plan in WI ($137M); by covered participants it is Studio Mechanics Local 476 Iatse Retirement Plan in IL (1,110 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($137M here).
- Roundys Supermarkets, Inc. Retirement Plan (WI) $137M · 524
- Lufthansa German Airlines Pension Plan for United States Employees (NY) $137M · 343
- Buzzi Unicem USA Inc. Salaried Pension Plan (PA) $137M · 231
- Qbe Pension Equity Plan (WI) $138M · 180
Similar participant headcount
Nearest other-state filings by covered participants (1,111 participants); asset peers above are excluded.
- Studio Mechanics Local 476 Iatse Retirement Plan (IL) 1,110 · 1 off
- Wk Kellogg Co Bakery, Confectionery, Tobacco Workers and Grain Millers Pension Plan (MI) 1,112 · 1 off
- Alpha Legacy Company Pension Plan (TN) 1,113 · 2 off
- Dominion Energy Ohio Union Pension Plan (VA) 1,109 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.