Profit Sharing · DOL Form 5500 · 2024
Southern California Permanente Medical Group Profit Sharing Plan
Data updated 2026-08-25
- $7.9B
- Total assets Very large vs avg
- 10,749
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $732,463
- Avg per participant High balance/head
Official DOL plan name: Scpmg Keogh Plan · Sponsored by Southern California Permanente Medical Group · California · Healthcare & Social Assistance
$7.9B in assets, 10,749 participants
Southern California Permanente Medical Group's Scpmg Keogh Plan reported $7.9B in total assets and 10,749 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.
- #16,896 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Scpmg Keogh Plan covers 10,749 participants in California, 17x the typical California plan (state average ~630 per filing). Assets: $7.9B.
- #16,896
- in Healthcare & Social Assistance (16,916 peers)
- +15.4%
- assets growth YoY
- 79×
- vs typical plan assets (national mean)
Scpmg Keogh Plan's outsized position by total assets
Scpmg Keogh Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,873,239,427 Highest reported value at or above every one 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
Scpmg Keogh Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Scpmg Keogh Plan is a mega filing (10,749 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Scpmg Keogh Plan end-of-year assets rose from $6.8B in the plan year 2023 filing to $7.9B in the plan year 2024 filing.
- Scpmg Keogh Plan reported net income fell from $1.2B in the plan year 2023 filing to $1.1B in the plan year 2024 filing.
- Scpmg Keogh Plan reported participants rose from 10,125 in the plan year 2023 filing to 10,749 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 951750445 · Southern California Permanente Medical Group PY 2024 · Profit Sharing
Scpmg Keogh Plan · $7.9B · 10,749 · 100th
- PART $7.9B
- PART 10,749
- PART 100th
- PART Profit Sharing
- PART near Retirement Wealth Builder Plan of Pwc
- PART ind #16896
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 →
Scpmg Keogh Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $6.8B |
|---|---|
| Net Assets (End of Year) | $7.9B |
| Net Income | $1.1B |
| Employer EIN | 951750445 |
| Plan Effective Date | 1973-01-01 |
| 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 Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Intel Retirement Contribution Plan $7.3B · 19,044
- Motion Picture Industry Individual Account Plan $6.2B · 67,842
- Memorialcare Retirement Plan $1.4B · 4,491
- Disney Retirement Savings Plan $1.4B · 36,338
- Shv Profit Sharing Plan $1.3B · 53
Scale composition for Scpmg Keogh Plan
Scpmg Keogh Plan reports $7.9B in end-of-year assets across 10,749 participants (0.064% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $732,463 per participant (5.3x the national average assets-per-participant) . Net income for plan year 2024 was $1.1B.
This plan identity (EIN 951750445, plan #008) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $5.6B to $7.9B (+40.6%) while covered participants moved from 9,727 to 10,749 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,727 | $5.6B | Open filing |
| 2023 | 10,125 | $6.8B | Open filing |
| 2024 · index core | 10,749 | $7.9B | 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)
- The 401(k) Plan for Permanente Medical Groups (401(k), $6.5B, 18,392 participants)
- Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg (Money Purchase, $899M, 6,452 participants)
- Southern California Permanente Medical Group Tax Savings Retirement Plan (401(k), $407M, 9,017 participants)
Scpmg Keogh Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Retirement Wealth Builder Plan of Pwc in FL ($5.7B); by covered participants it is International Painters and Allied Trades Industry Annuity Plan in MD (10,721 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7.9B here).
- Retirement Wealth Builder Plan of Pwc (FL) $5.7B · 45,185
- Emory University Retirement Plan (GA) $5.5B · 18,936
- Crh Americas 401(k) Plan (GA) $4.2B · 35,710
- W. W. Grainger, Inc. Retirement Savings Plan (IL) $3.8B · 18,584
Similar participant headcount
Nearest other-state filings by covered participants (10,749 participants); asset peers above are excluded.
- International Painters and Allied Trades Industry Annuity Plan (MD) 10,721 · 28 off
- Baylor College of Medicine Retirement Plan (TX) 10,721 · 28 off
- Dartmouth-Hitchcock Retirement Plan (NH) 10,844 · 95 off
- North Atlantic States Carpenters Annuity Plan (CT) 10,631 · 118 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.