Employer · plans filed under one EIN
Southern California Permanente Medical Group
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.
5 retirement plans with 100 or more participants file Form 5500 under Southern California Permanente Medical Group's employer identification number (Oakland, California). Their latest filings total 117,474 participant records and $24.1B in net assets.
The largest is Kaiser Permanente Retirement Plan for Scpmg, a defined benefit pension plan with 69,139 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 $799M and participant contributions $699M in the latest plan years; benefits paid were $1.04B. Schedule C compensation reported to service provider organisations totalled $9.1M.
Combined net assets moved from $3.81B in 2009 to $24.1B in 2024 (up 532%). 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 for Scpmg | defined benefit pension plan | 2024 | 69,139 | $8.38B | $121,192 | $13,924 | $0 |
| The 401(k) Plan for Permanente Medical Groups | 401(k) plan | 2024 | 23,286 | $6.54B | $280,678 | $1,054 | $2.3M |
| Scpmg Keogh Plan | profit-sharing plan | 2024 | 12,335 | $7.87B | $638,285 | — | $5.8M |
| Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg | money purchase plan | 2024 | 9,731 | $899M | $92,408 | $6,488 | $629K |
| Southern California Permanente Medical Group Tax Savings Retirement Plan | 401(k) plan | 2024 | 2,983 | $407M | $136,566 | $186 | $438K |
| 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 | 5 | 117,474 | $24.1B | $799M | $699M |
| 2023 | 4 | 110,007 | $20.9B | $57.8M | $601M |
| 2022 | 5 | 107,445 | $18.9B | $495M | $573M |
| 2021 | 4 | 100,630 | $21.7B | $520M | $454M |
| 2020 | 4 | 89,508 | $17.5B | $930M | $417M |
| 2019 | 4 | 88,477 | $14.6B | $788M | $383M |
| 2018 | 5 | 100,049 | $12.1B | $800M | $203M |
| 2017 | 5 | 95,882 | $12.2B | $785M | $184M |
| 2016 | 5 | 94,777 | $10.2B | $695M | $187M |
| 2015 | 5 | 89,868 | $9.24B | $340M | $340M |
| 2014 | 5 | 87,673 | $9.07B | $445M | $316M |
| 2013 | 5 | 77,520 | $8.15B | $465M | $296M |
| 2012 | 5 | 73,130 | $6.70B | $274M | $268M |
| 2011 | 5 | 69,675 | $5.73B | $229M | $251M |
| 2010 | 5 | 65,320 | $5.42B | $237M | $230M |
| 2009 | 4 | 56,265 | $3.81B | $279M | $147M |
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 |
|---|---|---|---|
| Financial Engines Inc. | Investment management | 3 | $4,598,375 |
| Ewg Elevate Inc. | Investment advisory (participants) | 2 | $799,054 |
| Vanguard Advisers Inc. | Investment advisory (participants) | 1 | $403,830 |
| Financial Engines Advisors LLC | Investment advisory (participants) | 2 | $266,516 |
| Signature Estate & Investment | Investment advisory (participants) | 1 | $187,699 |
| Stratos Wealth Partners Ltd. | Investment advisory (participants) | 1 | $185,329 |
| LMCG Investments LLC | Investment advisory (participants) | 1 | $139,352 |
| Great Gable Advisors LLC | Investment advisory (participants) | 1 | $137,340 |
| Envestnet Asset Management Inc. | Investment advisory (participants) | 2 | $136,814 |
| Fisher Investments | Investment advisory (participants) | 1 | $134,895 |
| Creative Planning LLC | Investment advisory (participants) | 1 | $133,132 |
| Schwab Retirement Plan Services,inc | Recordkeeping and information management; Investment advisory (participants) | 2 | $128,047 |
| Charles Schwab & Co., Inc. | Securities brokerage | 2 | $115,892 |
| Avantax Advisory Services Inc. | Investment advisory (participants) | 1 | $110,682 |
| Angeles Investment Advisors LL | Investment management; Legal | 2 | $52,147 |
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 Southern California Permanente Medical Group have?
5 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Kaiser Permanente Retirement Plan for Scpmg, The 401(k) Plan for Permanente Medical Groups, Scpmg Keogh Plan and Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg and others. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Southern California Permanente Medical Group contribute to its plans?
$798,994,313 in employer contributions across these plans in their latest plan years, about $8,754 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 Financial Engines Inc., Ewg Elevate Inc., Vanguard Advisers Inc. and Financial Engines Advisors LLC and others. 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.