Defined Benefit (Pension) · DOL Form 5500 · 2024

Colorado Permanente Medical Group, P.C. Pension Plan

Data updated 2026-08-25

$650M
Total assets Above avg plan size
826
Participants Near avg headcount
98th
Percentile by assets National rank
$786,370
Avg per participant High balance/head
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Official DOL plan name: Permanente Physicians Retirement Plan for Cpmg · Sponsored by Colorado Permanente Medical Group, P.C. · California · Healthcare & Social Assistance

$650M in assets, 826 participants

Colorado Permanente Medical Group, P.C.'s Permanente Physicians Retirement Plan for Cpmg reported $650M in total assets and 826 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #16,539 in Healthcare & Social Assistance (16,916 peers)

Where Permanente Physicians Retirement Plan for Cpmg sits by assets

Permanente Physicians Retirement Plan for Cpmg sits in the top 5% of all filed plans by assets, $650M for 826 participants (~$786,370/participant), up 4.9% in 2024.

#16,539
in Healthcare & Social Assistance (16,916 peers)
+4.9%
assets growth YoY
6.5×
vs typical plan assets (national mean)

Permanente Physicians Retirement Plan for Cpmg's outsized position by total assets

Permanente Physicians Retirement Plan for Cpmg vs every filed plan by assets

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

$649,541,398 Top 2% higher than 98% 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

Permanente Physicians Retirement Plan for Cpmg 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. Permanente Physicians Retirement Plan for Cpmg sits mid-pack in the medium band (826 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Permanente Physicians Retirement Plan for Cpmg reported net income fell from $40M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • Permanente Physicians Retirement Plan for Cpmg end-of-year assets rose from $619M in the plan year 2023 filing to $650M in the plan year 2024 filing.
  • Permanente Physicians Retirement Plan for Cpmg reported participants fell from 861 in the plan year 2023 filing to 826 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

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

Permanente Physicians Retirement Plan for Cpmg · $650M · 826 · 98th

  • SCH $650M
  • EBSA 826
  • PART 98th
  • TYPE Defined Benefit (Pension)
  • NET near Memorial Hermann Pension Plan
  • BOOK ind #16539

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 →

Permanente Physicians Retirement Plan for Cpmg in the asset neighbourhood

Electrical Construction Industry Pension PlanElectrical Construction Indu…$651MNewmarket Corporation and Affiliates Salaried Employees' Pension PlanNewmarket Corporation and Af…$651MBlue Cross Blue Shield of Michigan Represented Employees' Retirement Income PlanBlue Cross Blue Shield of Mi…$651MMemorial Hermann Pension Plan$650MPermanente Physicians Retirement Plan for CpmgPermanente Physicians Retire…$650M
End-of-year total assets ($M) among Permanente Physicians Retirement Plan for Cpmg and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$619M
Net Assets (End of Year)$647M
Net Income$29M
Employer EIN840832336
Plan Effective Date1985-01-01
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 California

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

Permanente Physicians Retirement Plan for Cpmg vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Permanente Physicians Retirement Plan for Cpmg, Total assets ($B): 0.649541398 · Participants: 826Permanente Physicians Retirement Plan for CpmgKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Permanente Physicians Retirement Plan for Cpmg vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Permanente Physicians Retirement Plan for Cpmg's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Memorial Hermann Pension Plan in TX ($650M); by covered participants it is Munson Retirement Plan in MI (826 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (826 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 Permanente Physicians Retirement Plan for Cpmg assets move in 2024? ▼
Permanente Physicians Retirement Plan for Cpmg edged up modestly - up 4.9% during 2024, from $619M to $650M. Reported net income was $29M.
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 Permanente Physicians Retirement Plan for Cpmg rank by assets among Form 5500 filers? ▼
Permanente Physicians Retirement Plan for Cpmg ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Permanente Physicians Retirement Plan for Cpmg? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Memorial Hermann Pension Plan in TX ($650M, 5,554 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Permanente Physicians Retirement Plan for Cpmg? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Munson Retirement Plan in MI (826 participants, $371M in assets).