Defined Benefit (Pension) · DOL Form 5500 · 2024
The Permanente Medical Group, Inc. Pension Plan
Data updated 2026-08-25
- $133M
- Total assets Near avg plan size
- 338
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $392,302
- Avg per participant High balance/head
Official DOL plan name: Kaiser Permanente Optometrists Retirement Plan · Sponsored by The Permanente Medical Group, Inc. · California · Healthcare & Social Assistance
$133M in assets, 338 participants
The Permanente Medical Group, Inc.'s Kaiser Permanente Optometrists Retirement Plan reported $133M in total assets and 338 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #15,776 in Healthcare & Social Assistance (16,916 peers)
Where Kaiser Permanente Optometrists Retirement Plan sits by assets
Kaiser Permanente Optometrists Retirement Plan sits in the top 10% of all filed plans by assets, $133M for 338 participants (~$392,302/participant), up 4.3% in 2024.
- #15,776
- in Healthcare & Social Assistance (16,916 peers)
- +4.3%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Kaiser Permanente Optometrists Retirement Plan's outsized position by total assets
Kaiser Permanente Optometrists Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$132,598,097 Top 8% higher than 92% 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 Optometrists Retirement Plan 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. Kaiser Permanente Optometrists Retirement Plan sits mid-pack in the medium band (338 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kaiser Permanente Optometrists Retirement Plan reported net income fell from $8M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Kaiser Permanente Optometrists Retirement Plan end-of-year assets rose from $127M in the plan year 2023 filing to $133M in the plan year 2024 filing.
- Kaiser Permanente Optometrists Retirement Plan reported participants rose from 325 in the plan year 2023 filing to 338 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 942728480 · The Permanente Medical Group, Inc. PY 2024 · Defined Benefit (Pension)
Kaiser Permanente Optometrists Retirement Plan · $133M · 338 · 92nd
- ASSETS $133M
- ASSETS 338
- ASSETS 92nd
- ASSETS Defined Benefit (Pension)
- ASSETS near Oapi Retirement Plan
- ASSETS ind #15776
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 Optometrists Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $127M |
|---|---|
| Net Assets (End of Year) | $133M |
| Net Income | $5M |
| Employer EIN | 942728480 |
| Plan Effective Date | 1970-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Permanente Medical Group, Inc.)
Sponsor-wide plan assets over time
All The Permanente Medical Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $35.2B 22.780701823225495% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 6 | 92,233 | $28.7B |
| 2023 | 6 | 96,363 | $32.1B |
| 2024 | 6 | 100,822 | $35.2B |
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 Optometrists Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Oapi Retirement Plan in NJ ($133M); by covered participants it is The Scott Fetzer Pension Plan in OH (338 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($133M here).
- Oapi Retirement Plan (NJ) $133M · 83
- Employees' Retirement Plan of Acf Industries, LLC (MO) $132M · N/A
- Northwest Bricklayers Pension Plan (OR) $132M · 795
- Buffalo Laborers Pension Fund (NY) $133M · 579
Similar participant headcount
Nearest other-state filings by covered participants (338 participants); asset peers above are excluded.
- The Scott Fetzer Pension Plan (OH) 338 · 0 off
- The French's Food Company LLC Retirement Plan for Union Employees (MD) 338 · 0 off
- United Steelworkers Local 14614 Pension Trust Fund (KY) 338 · 0 off
- Contitech USA, LLC Defined Benefit Plan (SC) 338 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.