Employer · plans filed under one EIN
Kaiser Foundation Health Plan, Inc.
Oakland, CA · Health care and social assistance
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
Kaiser Foundation Health Plan, Inc., based in Oakland, California, sponsors 7 retirement plans with 100 or more participants: 6 defined contribution and 1 defined benefit. Together they reported 569,476 participant records and $78.6B in net assets.
The largest is Kaiser Permanente Retirement Plan, a defined benefit pension plan with 205,262 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $1.28B and participant contributions $2.26B in the latest plan years; benefits paid were $3.96B. Schedule C compensation reported to service provider organisations totalled $18.9M.
Combined net assets moved from $8.30B in 2009 to $78.6B in 2024 (up 847%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Kaiser Permanente Retirement Plan | defined benefit pension plan | 2024 | 205,262 | $34.4B | $167,716 | $4,938 | $0 |
| Kaiser Permanente 401(k) Retirement Plan | 401(k) plan | 2024 | 179,236 | $22.5B | $125,762 | $1,380 | $10.9M |
| Kaiser Permanente Tax Sheltered Annuity Plan | 401(k) plan | 2024 | 105,882 | $13.8B | $130,803 | $897 | $5.3M |
| Kaiser Permanente Supplemental Savings and Retirement Plan | money purchase plan | 2024 | 51,649 | $5.67B | $109,733 | $6,059 | $2.0M |
| Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups | money purchase plan | 2024 | 15,526 | $833M | $53,676 | $5,148 | $337K |
| Kaiser Permanente Tax Sheltered Annuity Plan | 401(k) plan | 2024 | 11,400 | $1.24B | $108,679 | $296 | $407K |
| Kaiser Permanente Northwest Supplemental Retirement Plan | money purchase plan | 2024 | 521 | $61.4M | $117,806 | $6,575 | $18K |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 7 | 569,476 | $78.6B | $1.28B | $2.26B |
| 2023 | 6 | 554,341 | $71.3B | $1.38B | $1.58B |
| 2022 | 7 | 460,794 | $56.6B | $427M | $1.45B |
| 2021 | 6 | 430,729 | $65.7B | $410M | $1.38B |
| 2020 | 6 | 422,201 | $58.3B | $5.14B | $1.26B |
| 2019 | 6 | 415,443 | $47.8B | $5.77B | $1.17B |
| 2018 | 7 | 446,288 | $36.7B | $3.98B | $1.09B |
| 2017 | 6 | 398,032 | $32.1B | $2.29B | $820M |
| 2016 | 6 | 418,887 | $28.3B | $2.34B | $912M |
| 2015 | 6 | 405,861 | $25.1B | $2.01B | $851M |
| 2014 | 6 | 389,824 | $23.7B | $1.87B | $920M |
| 2013 | 3 | 112,659 | $6.57B | $178M | $393M |
| 2012 | 4 | 251,467 | $13.7B | $1.03B | $347M |
| 2011 | 3 | 93,369 | $4.72B | $163M | $318M |
| 2010 | 4 | 231,252 | $9.96B | $849M | $290M |
| 2009 | 4 | 224,324 | $8.30B | $627M | $278M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Vanguard Advisers Inc. | Investment advisory (participants) | 6 | $14,810,399 |
| The Vanguard Group, Inc. | Recordkeeping and information management; Trustee (directed); Participant loan processing; Participant communication | 6 | $4,009,966 |
| Charles Schwab & Co., Inc. | — | 2 | $72,206 |
| Qdro Consultants Co. LLC | Consulting (general) | 3 | $56,550 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Kaiser Foundation Health Plan, Inc. have?
7 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Kaiser Permanente Retirement Plan, Kaiser Permanente 401(k) Retirement Plan, Kaiser Permanente Tax Sheltered Annuity Plan and Kaiser Permanente Supplemental Savings and Retirement Plan and others. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Kaiser Foundation Health Plan, Inc. contribute to its plans?
$1,279,357,058 in employer contributions across these plans in their latest plan years, about $2,958 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Vanguard Advisers Inc., The Vanguard Group, Inc., Charles Schwab & Co., Inc. and Qdro Consultants Co. LLC. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.