Defined Benefit (Pension) · DOL Form 5500 · 2024

Colorado Permanente Medical Group, P.C. Pension Plan

Data updated 2026-08-11

$66M
Total assets: 390
Participants: 87th
Percentile by assets: $170,145
Avg per participant

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.

87th percentile by assets (of 123,622 plans)
#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.

$66M
total plan assets (2024 EOY): 390
covered participants: 87th
percentile by assets (of 123,622 plans): $170,145
avg assets per participant

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

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 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 →

State

Colorado

Industry

Healthcare & Social Assistance

Colorado Permanente Medical Group, P.C. Cash Balance Plan vs the 2024 asset distribution

By assets, Colorado Permanente Medical Group, P.C. Cash Balance Plan outranks 87% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$53M
Net Assets (End of Year)	$66M
Net Income	$13M
Employer EIN	840832336
Plan Effective Date	2016-01-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Colorado Permanente Medical Group, P.C. plans on file

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

Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan $1.3B · 38,340
Ball Pension Plan $901M · 1,243
Pcs U.S. Employees' Pension Plan $810M · 1,243
Medianews Group Pension Plan $444M · 217
National Laboratory of the Rockies Shared Security Pension Plan $436M · 3,154

Compare Colorado Permanente Medical Group, P.C. … side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Colorado Permanente Medical Group, P.C. Cash Balance Plan by total assets, not by location.

Fujifilm Group Pension Plan (NY) $66M · 47
Pension Fund of Local 11, Iatse (MA) $67M · 454
The Restated Noncontributory Retirement Plan for Cooperatives (IA) $67M · 279
The Doe Run Resources Corporation Retirement Plan (MO) $67M · 226

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).

Next read for Colorado Permanente Medical Group, P.C. …

Scale reading

Ways to act on Colorado Permanente Medical Group, P.C. Cash Balance Plan's numbers.

By total assets, Colorado Permanente Medical Group, P.C. Cash Balance Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Colorado. Compare plans
Colorado Permanente Medical Group, P.C.'s sponsor-wide assets have grown 22.2% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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.