Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

Permanente Physicians Retirement Plan for Cpmg

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Colorado Permanente Medical Group, P.C. ยท California ยท Healthcare & Social Assistance

What the 2023 filing shows

Permanente Physicians Retirement Plan for Cpmg holds $650M for 826 participants - about $786,370 per participant, up 4.9% over the 2024 plan year.

$650M
total plan assets (2024 EOY)
826
covered participants
$786,370
avg assets per participant
+4.9%
assets growth YoY
Total Assets (2023)
$650M
Participants
826
State
Industry
Healthcare & Social Assistance

What the Filing Says About Permanente Physicians Retirement Plan for Cpmg

Permanente Physicians Retirement Plan for Cpmg is a Defined Benefit (Pension) retirement plan sponsored by Colorado Permanente Medical Group, P.C., headquartered in California. As of the 2024 Form 5500 filing, the plan reports $650M in total end-of-year assets and covers 826 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 840832336, and the plan has been effective since 1985-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $619M at the beginning of 2024 to $650M at year-end โ€” a gain of 4.9%. Net assets (after liabilities) closed the year at $647M, with reported net income of $29M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$619M
Total Assets (End of Year)$650M
Net Assets (End of Year)$647M
Net Income$29M
Plan TypeDefined Benefit (Pension)
Employer EIN840832336
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

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

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 โ€” same state, same plan type โ€” ranked by total assets.

Frequently Asked Questions

How much money is in the Permanente Physicians Retirement Plan for Cpmg?
As of the 2024 Form 5500 filing, Permanente Physicians Retirement Plan for Cpmg holds $650M in total assets with 826 participants. It is sponsored by Colorado Permanente Medical Group, P.C..
What type of plan is Permanente Physicians Retirement Plan for Cpmg?
Permanente Physicians Retirement Plan for Cpmg is a Defined Benefit (Pension) plan. It has been effective since 1985-01-01. The plan is filed with the U.S. Department of Labor under EIN 840832336.
Who sponsors the Permanente Physicians Retirement Plan for Cpmg?
Permanente Physicians Retirement Plan for Cpmg is sponsored by Colorado Permanente Medical Group, P.C., located in California. The sponsor's EIN is 840832336 and the plan operates in the Healthcare & Social Assistance industry.
How did Permanente Physicians Retirement Plan for Cpmg perform in 2024?
Permanente Physicians Retirement Plan for Cpmg grew by 4.9% during 2024, moving from $619M to $650M in total assets. Net income was $29M.
Where can I find official filings for Permanente Physicians Retirement Plan for Cpmg?
Official Form 5500 filings for Permanente Physicians Retirement Plan for Cpmg are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 840832336 or plan name at efast.dol.gov.
How does Permanente Physicians Retirement Plan for Cpmg compare to other plans?
You can compare Permanente Physicians Retirement Plan for Cpmg against other Defined Benefit (Pension) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 840832336.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

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