Kaiser Foundation Health Plan 401(k) and pension plans
Kaiser Foundation Health Plan, Inc., Oakland, CA. EIN 94-1340523. Annual reports 2009–2025. Also filed as Kaiser Foundation Health Plan of TH; Kaiser Foundation Health Plan of the Northwest; Health Care Mgmnt Solutions LLC; Health Care Management Solutions, LLC.
Kaiser Foundation Health Plan, Inc. has 9 active retirement plans on file. The largest is the Kaiser Permanente 401(k) Retirement Plan, with 182,954 participants and $26.6 billion in assets in 2025. Vanguard has been its recordkeeper since 2009.
Kaiser Foundation Health Plan, Inc. One Kaiser Plaza, Suite 2001 Oakland, CA 94612 (510) 271-5940As filed for 2024
In effect since
October 1, 1982
Year by year, 2009 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
12,277
$1.0 billion
Vanguard
2023
0
$0
Vanguard
2022
10,992
$978 million
Vanguard
2018
36,005
$935 million
Vanguard
2017
38,137
$1.0 billion
Vanguard
2016
68,374
$2.4 billion
Vanguard
2015
69,588
$2.2 billion
Vanguard
2014
70,579
$2.2 billion
Vanguard
2013
70,358
$4.2 billion
Vanguard
2012
55,940
$3.4 billion
Vanguard
2011
53,013
$2.9 billion
Vanguard
2010
50,322
$2.7 billion
Vanguard
2009
48,407
$2.3 billion
Vanguard
Kaiser Permanente Tax Sheltered Annuity Plan II
401(k)Merged
Merged. In 2023 its assets moved to the Kaiser Permanente Tax Sheltered Annuity Plan III, sponsored by Kaiser Foundation Health Plan, Inc. (EIN 94-1340523, plan 039). Accounts moved with them, so that plan is the one to contact.
Kaiser Foundation Health Plan, Inc. One Kaiser Plaza, 20B Oakland, CA 94612 (510) 271-5940As filed for 2023
In effect since
July 21, 2014
Year by year, 2014 to 2023
Plan year
Participants
Net assets
Recordkeeper
2023
0
$0
Vanguard
2022
52,255
$5.7 billion
Vanguard
2021
49,458
$6.7 billion
Vanguard
2020
48,385
$5.8 billion
Vanguard
2019
47,800
$4.7 billion
Vanguard
2018
48,076
$3.7 billion
Vanguard
2017
45,478
$3.7 billion
Vanguard
2016
42,465
$3.0 billion
Vanguard
2015
39,113
$2.7 billion
Vanguard
2014
35,757
$2.5 billion
Vanguard
Health Care Management Solutions, LLC 401(k) Plan
Profit-sharing planMerged
Merged. In 2019 its assets moved to the Kaiser Permanente Washington Options 401(k) Plan (EIN 91-1467158, plan 001). Accounts moved with them, so that plan is the one to contact.
Plan number
035Employer EIN 94-1340523
Participants (2018)
7
Net assets (2018)
$544,283
Plan administrator
Kaiser Foundation Health Plan, Inc. One Kaiser Plaza, 20TH Floor Oakland, CA 94612 (510) 271-5940As filed for 2019
In effect since
March 1, 2007
Earlier sponsors: Health Care Mgmnt Solutions LLC (2009–2013); Health Care Management Solutions, LLC (2012).
Earlier plan names: Health Care Management Solutions , LLC 401(k) Plan.
Year by year, 2009 to 2019
Plan year
Participants
Net assets
Recordkeeper
2019
0
$0
not listed
2018
7
$544,283
not listed
2017
9
$690,770
not listed
2016
10
$851,478
not listed
2015
10
$779,218
not listed
2014
11
$822,182
not listed
2013
15
$945,773
not listed
2012
15
$944,231
not listed
2011
23
$1.1 million
not listed
2010
22
$1.1 million
not listed
2009
18
$668,293
not listed
If you had money in one of these plans
Call Vanguard (investor.vanguard.com), which runs the Kaiser Permanente 401(k) Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((510) 271-5940). That number was filed for 2025; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.
What these numbers are
They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.