Money Purchase · DOL Form 5500 · 2024
Southern California Permanente Medical Group Money Purchase Plan
Data updated 2026-08-25
- $899M
- Total assets Above avg plan size
- 6,452
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $139,371
- Avg per participant Near avg balance/head
Official DOL plan name: Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg · Sponsored by Southern California Permanente Medical Group · California · Healthcare & Social Assistance
$899M in assets, 6,452 participants
Southern California Permanente Medical Group's Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg reported $899M in total assets and 6,452 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #16,645 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg covers 6,452 participants in California, 10x the typical California plan (state average ~630 per filing). Assets: $899M.
- #16,645
- in Healthcare & Social Assistance (16,916 peers)
- +12.0%
- assets growth YoY
- 9.0×
- vs typical plan assets (national mean)
Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg's outsized position by total assets
Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$899,222,560 Top 2% higher than 98% 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
Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg'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. Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg lands in the large band (6,452 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg reported net income fell from $110M in the plan year 2023 filing to $96M in the plan year 2024 filing.
- Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg end-of-year assets rose from $803M in the plan year 2023 filing to $899M in the plan year 2024 filing.
- Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg reported participants rose from 6,073 in the plan year 2023 filing to 6,452 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 951750445 · Southern California Permanente Medical Group PY 2024 · Money Purchase
Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg · $899M · 6,452 · 98th
- BOOK $899M
- BOOK 6,452
- BOOK 98th
- BOOK Money Purchase
- BOOK near Teamster Local 282 Annuity Trust Fund
- BOOK ind #16645
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 Supplemental Savings and Retirement Plan for Scpmg in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $803M |
|---|---|
| Net Assets (End of Year) | $899M |
| Net Income | $96M |
| Employer EIN | 951750445 |
| Plan Effective Date | 1968-01-01 |
| 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 Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.9B · 18,550
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.7B · 37,013
- University of Southern California Defined Contribution Retirement Plan $5.0B · 19,806
- Carpenters Annuity Trust Fund for Northern California $3.5B · 24,741
- Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan $2.3B · 23,032
Scale composition for Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg
Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg reports $899M in end-of-year assets across 6,452 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $139,371 per participant (1.0x the national average assets-per-participant) . Net income for plan year 2024 was $96M.
This plan identity (EIN 951750445, plan #030) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $693M to $899M (+29.8%) while covered participants moved from 6,078 to 6,452 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,078 | $693M | Open filing |
| 2023 | 6,073 | $803M | Open filing |
| 2024 · index core | 6,452 | $899M | This page |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- Kaiser Permanente Retirement Plan for Scpmg (Defined Benefit (Pension), $8.4B, 50,341 participants)
- Scpmg Keogh Plan (Profit Sharing, $7.9B, 10,749 participants)
- The 401(k) Plan for Permanente Medical Groups (401(k), $6.5B, 18,392 participants)
- Southern California Permanente Medical Group Tax Savings Retirement Plan (401(k), $407M, 9,017 participants)
Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Teamster Local 282 Annuity Trust Fund in NY ($887M); by covered participants it is Mid-Atlantic States District Council Participating Locals Annuity Fund in VA (6,604 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($899M here).
- Teamster Local 282 Annuity Trust Fund (NY) $887M · 3,887
- New England Electrical Workers Money Purchase Plan and Trust (CT) $870M · 9,637
- William Marsh Rice University Defined Contribution Retirement Plan (TX) $930M · 6,787
- 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff (NH) $933M · 4,152
Similar participant headcount
Nearest other-state filings by covered participants (6,452 participants); asset peers above are excluded.
- Mid-Atlantic States District Council Participating Locals Annuity Fund (VA) 6,604 · 152 off
- Florida Ubc Supplemental Pension Plan (TN) 6,292 · 160 off
- Southeast Laborers Supplemental Pension Fund (TN) 6,709 · 257 off
- The Children's Mercy Hospital Retirement Plan (MO) 6,714 · 262 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.