Money Purchase · DOL Form 5500 · 2024
Southern California Permanente Medical Group Money Purchase Plan
Data updated 2026-08-06
- $899M
- Total assets
- 6,452
- Participants
- 98th
- Percentile by assets
- $139,371
- Avg per participant
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.
- 98th percentile by assets (of 116,472 plans)
- #15,358 in Healthcare & Social Assistance (15,613 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 ~637 per filing). Assets: $899M.
- $899M
- total plan assets (2024 EOY)
- 6,452
- covered participants
- 98th
- percentile by assets (of 116,472 plans)
- $139,371
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 637 participants across 14,392 plans. Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg reports 6,452 participants - 10x that state average ($899M EOY assets).
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)
| 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.
Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg vs. nearby Money Purchase plans in California, assets vs. participants
- 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
- Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan $2.3B · 23,032
- Scripps Health Retirement Savings Plan $1.3B · 16,148
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 (0.008% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.007% of 89,805,449 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)
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg by total assets, not by location.
- 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
Frequently Asked Questions
How did Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg assets move in 2024? ▼
How have Southern California Permanente Medical Group plan assets changed over time? ▼
Where does Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg? ▼
Next read for Kaiser Permanente Supplemental Savings a…
Filing takeaways
Ways to act on Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg's numbers.
- By total assets, Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase 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