Defined Benefit (Pension) · DOL Form 5500 · 2024

Colorado Permanente Medical Group, P.C. Pension Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
390
Participants Below avg headcount
87th
Percentile by assets National rank
$170,145
Avg per participant Above avg balance/head
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Official DOL plan name: Colorado Permanente Medical Group, P.C. Cash Balance Plan · Sponsored by Colorado Permanente Medical Group, P.C. · Colorado · Healthcare & Social Assistance

$66M in assets, 390 participants

Colorado Permanente Medical Group, P.C.'s Colorado Permanente Medical Group, P.C. Cash Balance Plan reported $66M in total assets and 390 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #15,039 in Healthcare & Social Assistance (16,916 peers)

Where Colorado Permanente Medical Group, P.C. Cash Balance Plan sits by assets

Colorado Permanente Medical Group, P.C. Cash Balance Plan sits in the top quartile of all filed plans by assets, $66M for 390 participants (~$170,145/participant), up 24.1% in 2024.

#15,039
in Healthcare & Social Assistance (16,916 peers)
+24.1%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Colorado Permanente Medical Group, P.C. Cash Balance Plan's outsized position by total assets

Colorado Permanente Medical Group, P.C. Cash Balance Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$66,356,554 Top 13% higher than 87% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Colorado Permanente Medical Group, P.C. Cash Balance Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Colorado Permanente Medical Group, P.C. Cash Balance Plan sits mid-pack in the medium band (390 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Colorado Permanente Medical Group, P.C. Cash Balance Plan end-of-year assets rose from $53M in the plan year 2023 filing to $66M in the plan year 2024 filing.
  • Colorado Permanente Medical Group, P.C. Cash Balance Plan reported net income rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Colorado Permanente Medical Group, P.C. Cash Balance Plan reported participants fell from 395 in the plan year 2023 filing to 390 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 840832336 · Colorado Permanente Medical Group, P.C. PY 2024 · Defined Benefit (Pension)

Colorado Permanente Medical Group, P.C. Cash Balance Plan · $66M · 390 · 87th

  • PHOTO $66M
  • PHOTO 390
  • PHOTO 87th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Fujifilm Group Pension Plan
  • PHOTO ind #15039

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 Colorado →

Colorado Permanente Medical Group, P.C. Cash Balance Plan in the asset neighbourhood

The Restated Noncontributory Retirement Plan for CooperativesThe Restated Noncontributory…$67MThe Doe Run Resources Corporation Retirement PlanThe Doe Run Resources Corpor…$67MPension Fund of Local 11, IatsePension Fund of Local 11, Ia…$67MFujifilm Group Pension Plan$66MColorado Permanente Medical Group, P.C. Cash Balance PlanColorado Permanente Medical …$66M
End-of-year total assets ($M) among Colorado Permanente Medical Group, P.C. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$66M
Net Income$13M
Employer EIN840832336
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Colorado Permanente Medical Group, P.C.)

Sponsor-wide plan assets over time

All Colorado Permanente Medical Group, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$1.7B 22.220002690631215% vs 2022
2024 filing year
$1.3B$1.4B$1.5B$1.6B$1.7B$1.8B 202220232024 $1.41B $1.72B ▲ +22.0%
Year Plans Participants Total Assets
2022 3 2,740 $1.4B
2023 3 2,638 $1.6B
2024 3 2,516 $1.7B

Nearby Defined Benefit (Pension) Plans in Colorado

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Colorado Permanente Medical Group, P.C. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 00.511.5 Total assets ($B) Participants Colorado Permanente Medical Group, P.C. Cash Balance Plan, Total assets ($B): 0.066356554 · Participants: 390Colorado Permanente Medical Group, P.C. Cash Balance PlanRocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan, Total assets ($B): 1.290530979 · Participants: 38340Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension PlanBall Pension Plan, Total assets ($B): 0.901154325 · Participants: 1243Ball Pension PlanPcs U.S. Employees' Pension Plan, Total assets ($B): 0.810486388 · Participants: 1243Pcs U.S. Employees' Pension PlanMedianews Group Pension Plan, Total assets ($B): 0.443617213 · Participants: 217Medianews Group Pension PlanNational Laboratory of the Rockies Shared Security Pension Plan, Total assets ($B): 0.43554378 · Participants: 3154National Laboratory of the Rockies Shared Security Pension Plan
Colorado Permanente Medical Group, P.C. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants
Compare Colorado Permanente Medical Group, P.C. Cash Balance Plan side-by-side with 3 peers →

Colorado Permanente Medical Group, P.C. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Colorado, the nearest Defined Benefit (Pension) by assets is Fujifilm Group Pension Plan in NY ($66M); by covered participants it is Heat and Frost Insulators Pension Plan in MI (390 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (390 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Colorado Permanente Medical Group, P.C. Cash Balance Plan assets move in 2024? ▼
Colorado Permanente Medical Group, P.C. Cash Balance Plan grew sharply - up 24.1% during 2024, from $53M to $66M. Reported net income was $13M.
How have Colorado Permanente Medical Group, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Colorado Permanente Medical Group, P.C.'s sponsor-wide assets grew 22.2%, from $1.4B to $1.7B.
Where does Colorado Permanente Medical Group, P.C. Cash Balance Plan rank by assets among Form 5500 filers? ▼
Colorado Permanente Medical Group, P.C. Cash Balance Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Colorado Permanente Medical Group, P.C. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Fujifilm Group Pension Plan in NY ($66M, 47 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Colorado Permanente Medical Group, P.C. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Heat and Frost Insulators Pension Plan in MI (390 participants, $75M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 840832336.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.