Defined Benefit (Pension) · DOL Form 5500 · 2024
The Southeast Permanente Medical Group Pension Plan
Data updated 2026-08-25
- $394M
- Total assets Above avg plan size
- 1,229
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $320,455
- Avg per participant High balance/head
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.
- #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.
- #16,358
- in Healthcare & Social Assistance (16,916 peers)
- +4.8%
- assets growth YoY
- 4.0×
- vs typical plan assets (national mean)
Kaiser Permanente Physicians and Employees Retirement Plan's outsized position 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
Kaiser Permanente Physicians and Employees Retirement Plan's large-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 Physicians and Employees Retirement Plan lands in the large band (1,229 participants).
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.
Form 5500 schedule snapshot
Filing strip 581635081 · The Southeast Permanente Medical Group PY 2024 · Defined Benefit (Pension)
Kaiser Permanente Physicians and Employees Retirement Plan · $394M · 1,229 · 97th
- TYPE $394M
- TYPE 1,229
- TYPE 97th
- TYPE Defined Benefit (Pension)
- TYPE near Local Union 786 Building Material Pension Fund
- TYPE ind #16358
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 Physicians and Employees Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All The Southeast Permanente Medical Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $394M 16.307862558937487% vs 2022
- 2024 filing year
| 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 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
Kaiser Permanente Physicians and Employees Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Local Union 786 Building Material Pension Fund in IL ($394M); by covered participants it is Sdc-League Pension Fund in NY (1,229 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($394M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,229 participants); asset peers above are excluded.
- Sdc-League Pension Fund (NY) 1,229 · 0 off
- Cash Balance Retirement Plan for Non-Union Employees of Butler Memorial Hospital (PA) 1,227 · 2 off
- Greif Pension Plan (OH) 1,232 · 3 off
- American Cancer Society, Inc. Retirement Annuity Plan (GA) 1,226 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.