Defined Benefit (Pension) · DOL Form 5500 · 2024
The Permanente Federation, LLC Pension Plan
Data updated 2026-08-25
- $60M
- Total assets Below avg plan size
- 127
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $472,029
- Avg per participant High balance/head
Official DOL plan name: Permanente Retirement Plan · Sponsored by The Permanente Federation, LLC · California · Healthcare & Social Assistance
$60M in assets, 127 participants
The Permanente Federation, LLC's Permanente Retirement Plan reported $60M in total assets and 127 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #14,904 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Permanente Retirement Plan covers 127 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $60M.
- #14,904
- in Healthcare & Social Assistance (16,916 peers)
- +6.3%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Permanente Retirement Plan's outsized position by total assets
Permanente Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$59,947,691 Top 14% higher than 86% 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
Permanente 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. Permanente Retirement Plan sits mid-pack in the medium band (127 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Permanente Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Permanente Retirement Plan end-of-year assets rose from $56M in the plan year 2023 filing to $60M in the plan year 2024 filing.
- Permanente Retirement Plan reported participants rose from 123 in the plan year 2023 filing to 127 in the plan year 2024 filing.
DOL schedule card
Filing strip 522017558 · The Permanente Federation, LLC PY 2024 · Defined Benefit (Pension)
Permanente Retirement Plan · $60M · 127 · 86th
- VS-ST $60M
- BOY 127
- SCH 86th
- EBSA Defined Benefit (Pension)
- PART near Wood County Hospital Retirement Plan
- TYPE ind #14904
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 Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $60M |
| Net Income | $4M |
| Employer EIN | 522017558 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Permanente Federation, LLC)
Sponsor-wide plan assets over time
All The Permanente Federation, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $140M 19.98587426231965% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 285 | $116M |
| 2023 | 2 | 275 | $130M |
| 2024 | 2 | 277 | $140M |
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
Permanente Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Wood County Hospital Retirement Plan in OH ($60M); by covered participants it is Sheet Metal Workers Local 218 (C) Pension Plan in MO (127 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($60M here).
- Wood County Hospital Retirement Plan (OH) $60M · 688
- Pension Plan for Employees of Sm Energy Company (CO) $60M · 205
- Newmarket Corporation Retirement Income Plan for Union Employees Located in Houston, Texas (VA) $60M · 66
- Coastal Federal Credit Union Cash Balance Defined Benefit Pension Plan and Trust (NC) $60M · 567
Similar participant headcount
Nearest other-state filings by covered participants (127 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.