Defined Benefit (Pension) · DOL Form 5500 · 2024
Kaiser Foundation Health Plan, Inc. Pension Plan
Data updated 2026-08-25
- $34.5B
- Total assets Mega-plan scale
- 135,057
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $255,094
- Avg per participant Above avg balance/head
Official DOL plan name: Kaiser Permanente Retirement Plan · Sponsored by Kaiser Foundation Health Plan, Inc. · California · Healthcare & Social Assistance
$34.5B in assets, 135,057 participants
Kaiser Foundation Health Plan, Inc.'s Kaiser Permanente Retirement Plan reported $34.5B in total assets and 135,057 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.
- #16,916 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Kaiser Permanente Retirement Plan covers 135,057 participants in California, 214x the typical California plan (state average ~630 per filing). Assets: $34.5B.
- #16,916
- in Healthcare & Social Assistance (16,916 peers)
- +2.7%
- assets growth YoY
- 346×
- vs typical plan assets (national mean)
Kaiser Permanente Retirement Plan's outsized position by total assets
Kaiser Permanente Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$34,452,234,723 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
Kaiser Permanente Retirement 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. Kaiser Permanente Retirement Plan is a mega filing (135,057 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kaiser Permanente Retirement Plan reported net income fell from $1.7B in the plan year 2023 filing to $899M in the plan year 2024 filing.
- Kaiser Permanente Retirement Plan reported participants rose from 127,356 in the plan year 2023 filing to 135,057 in the plan year 2024 filing.
- Kaiser Permanente Retirement Plan end-of-year assets rose from $33.5B in the plan year 2023 filing to $34.5B in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 941340523 · Kaiser Foundation Health Plan, Inc. PY 2024 · Defined Benefit (Pension)
Kaiser Permanente Retirement Plan · $34.5B · 135,057 · 100th
- BOY $34.5B
- BOY 135,057
- BOY 100th
- BOY Defined Benefit (Pension)
- BOY near State Farm Insurance Companies Retirement Plan for United States Employees
- BOY ind #16916
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 →
Kaiser Permanente Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $33.5B |
|---|---|
| Net Assets (End of Year) | $34.4B |
| Net Income | $899M |
| Employer EIN | 941340523 |
| Plan Effective Date | 1958-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kaiser Foundation Health Plan, Inc.)
Sponsor-wide plan assets over time
All Kaiser Foundation Health Plan, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $80.8B 29.65500360890928% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 8 | 377,906 | $62.3B |
| 2023 | 8 | 386,094 | $71.4B |
| 2024 | 9 | 451,784 | $80.8B |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
- Ilwu-Pma Pension Plan $10.8B · 15,833
- Disney Salaried Pension Plan D $10.4B · 9,984
Scale composition for Kaiser Permanente Retirement Plan
Kaiser Permanente Retirement Plan reports $34.5B in end-of-year assets across 135,057 participants (0.28% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.14% of 93,925,755 covered participants) - about $255,094 per participant (1.8x the national average assets-per-participant) . Net income for plan year 2024 was $899M.
This plan identity (EIN 941340523, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $31.9B to $34.5B (+8.2%) while covered participants moved from 126,331 to 135,057 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 126,331 | $31.9B | Open filing |
| 2023 | 127,356 | $33.5B | Open filing |
| 2024 · index core | 135,057 | $34.5B | This page |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- Kaiser Permanente 401(k) Retirement Plan (401(k), $22.5B, 149,110 participants)
- Kaiser Permanente Tax Sheltered Annuity Plan (401(k), $13.8B, 79,670 participants)
- Kaiser Permanente Supplemental Savings and Retirement Plan (Money Purchase, $5.7B, 37,013 participants)
- Kaiser Permanente Tax Sheltered Annuity Plan (401(k), $1.2B, 5,470 participants)
Kaiser Permanente Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is State Farm Insurance Companies Retirement Plan for United States Employees in IL ($37.7B); by covered participants it is UPS Pension Plan in GA (157,587 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34.5B here).
- State Farm Insurance Companies Retirement Plan for United States Employees (IL) $37.7B · 41,619
- AT&T Pension Benefit Plan (TX) $28.3B · 100,400
- Central Pension Fund of the Iuoe & Participating Employers (DC) $27.4B · 103,525
- Rtx Consolidated Pension Plan (CT) $41.6B · 36,180
Similar participant headcount
Nearest other-state filings by covered participants (135,057 participants); asset peers above are excluded.
- UPS Pension Plan (GA) 157,587 · 22,530 off
- 1199seiu Health Care Employees Pension Fund (NY) 111,833 · 23,224 off
- Iam National Pension Fund (DC) 102,493 · 32,564 off
- S.E.I.U. National Industry Pension Fund (DC) 95,567 · 39,490 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.