Defined Benefit (Pension) · DOL Form 5500 · 2024
The Southeast Permanente Medical Group Pension Plan
Data updated 2026-08-11
- $394M
- Total assets
- 1,229
- Participants
- 97th
- Percentile by assets
- $320,455
- Avg per participant
Official DOL plan name: Kaiser Permanente Physicians and Employees Retirement Plan · Sponsored by The Southeast Permanente Medical Group · California · Healthcare & Social Assistance
$394M in assets, 1,229 participants
The Southeast Permanente Medical Group's Kaiser Permanente Physicians and Employees Retirement Plan reported $394M in total assets and 1,229 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 123,622 plans)
- #16,358 in Healthcare & Social Assistance (16,916 peers)
Where Kaiser Permanente Physicians and Employees Retirement Plan sits by assets
Kaiser Permanente Physicians and Employees Retirement Plan sits in the top 5% of all filed plans by assets, $394M for 1,229 participants (~$320,455/participant), up 4.8% in 2024.
- $394M
- total plan assets (2024 EOY)
- 1,229
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $320,455
- avg assets per participant
Where Kaiser Permanente Physicians and Employees Retirement Plan sits by total assets
Kaiser Permanente Physicians and Employees Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$393,839,479 Top 3% higher than 97% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kaiser Permanente Physicians and Employees Retirement Plan reported net income fell from $42M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Kaiser Permanente Physicians and Employees Retirement Plan end-of-year assets rose from $376M in the plan year 2023 filing to $394M in the plan year 2024 filing.
- Kaiser Permanente Physicians and Employees Retirement Plan reported participants rose from 1,185 in the plan year 2023 filing to 1,229 in the plan year 2024 filing.
Kaiser Permanente Physicians and Employees Retirement Plan vs the 2024 asset distribution
By assets, Kaiser Permanente Physicians and Employees Retirement Plan outranks 97% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 4.0x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $376M |
|---|---|
| Net Assets (End of Year) | $390M |
| Net Income | $15M |
| Employer EIN | 581635081 |
| Plan Effective Date | 1989-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Southeast Permanente Medical Group)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,153 | $339M |
| 2023 | 1 | 1,185 | $376M |
| 2024 | 1 | 1,229 | $394M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Kaiser Permanente Physicians and Employees Retirement Plan 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
- Ilwu-Pma Pension Plan $10.8B · 15,833
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Kaiser Permanente Physicians and Employees Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Kaiser Permanente Physicians and Employees Retirement Plan assets move in 2024? ▼
How have The Southeast Permanente Medical Group plan assets changed over time? ▼
Where does Kaiser Permanente Physicians and Employees Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Kaiser Permanente Physicians and Employees Retirement Plan? ▼
Next read for Kaiser Permanente Physicians and Employe…
Scale reading
Ways to act on Kaiser Permanente Physicians and Employees Retirement Plan's numbers.
- By total assets, Kaiser Permanente Physicians and Employees Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- The Southeast Permanente Medical Group's sponsor-wide assets have grown 16.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans