Defined Benefit (Pension) · DOL Form 5500 · 2024
Southern California Permanente Medical Group Pension Plan
Data updated 2026-08-06
- $8.4B
- Total assets
- 50,341
- Participants
- 100th
- Percentile by assets
- $166,543
- Avg per participant
Official DOL plan name: Kaiser Permanente Retirement Plan for Scpmg · Sponsored by Southern California Permanente Medical Group · California · Healthcare & Social Assistance
$8.4B in assets, 50,341 participants
Southern California Permanente Medical Group's Kaiser Permanente Retirement Plan for Scpmg reported $8.4B in total assets and 50,341 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.
- 100th percentile by assets (of 116,472 plans)
- #15,597 in Healthcare & Social Assistance (15,613 peers)
Coverage in California
Kaiser Permanente Retirement Plan for Scpmg covers 50,341 participants in California, 79x the typical California plan (state average ~637 per filing). Assets: $8.4B.
- $8.4B
- total plan assets (2024 EOY)
- 50,341
- covered participants
- 100th
- percentile by assets (of 116,472 plans)
- $166,543
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kaiser Permanente Retirement Plan for Scpmg reported net income rose from $76M in the plan year 2023 filing to $712M in the plan year 2024 filing.
- Kaiser Permanente Retirement Plan for Scpmg end-of-year assets rose from $7.7B in the plan year 2023 filing to $8.4B in the plan year 2024 filing.
- Kaiser Permanente Retirement Plan for Scpmg reported participants rose from 47,418 in the plan year 2023 filing to 50,341 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 Retirement Plan for Scpmg reports 50,341 participants - 79x that state average ($8.4B EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $7.7B |
|---|---|
| Net Assets (End of Year) | $8.4B |
| Net Income | $712M |
| Employer EIN | 951750445 |
| Plan Effective Date | 1958-04-01 |
| 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 Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Kaiser Permanente Retirement Plan for Scpmg vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
- Kaiser Permanente Retirement Plan $34.5B · 135,057
- Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
- Western States Carpenters Pension Plan $11.3B · 48,582
- Disney Salaried Pension Plan D $10.4B · 9,984
Scale composition for Kaiser Permanente Retirement Plan for Scpmg
Kaiser Permanente Retirement Plan for Scpmg reports $8.4B in end-of-year assets across 50,341 participants (0.072% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.056% of 89,805,449 covered participants) - about $166,543 per participant (1.2x the national average assets-per-participant) . Net income for plan year 2024 was $712M.
This plan identity (EIN 951750445, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $7.6B to $8.4B (+10.4%) while covered participants moved from 45,962 to 50,341 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 45,962 | $7.6B | Open filing |
| 2023 | 47,418 | $7.7B | Open filing |
| 2024 · index core | 50,341 | $8.4B | This page |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- 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)
- 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)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Kaiser Permanente Retirement Plan for Scpmg by total assets, not by location.
- Ng Space&mission Systems Corp Salaried Pension Pla (VA) $8.4B · 6,737
- Dominion Energy Pension Plan (VA) $8.3B · 11,758
- Wells Fargo & Company Cash Balance Plan (MN) $8.3B · 46,875
- Retirement Plan of International Paper Company (TN) $8.2B · 20,795
Frequently Asked Questions
How did Kaiser Permanente Retirement Plan for Scpmg assets move in 2024? ▼
How have Southern California Permanente Medical Group plan assets changed over time? ▼
Where does Kaiser Permanente Retirement Plan for Scpmg rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Kaiser Permanente Retirement Plan for Scpmg? ▼
Next read for Kaiser Permanente Retirement Plan for Sc…
Filing takeaways
Ways to act on Kaiser Permanente Retirement Plan for Scpmg's numbers.
- By total assets, Kaiser Permanente Retirement Plan for Scpmg ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) 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