Permanente Medical Group 401(k) and pension plans

The Permanente Medical Group, Inc., Oakland, CA. EIN 94-2728480. Annual reports 2009–2025.

The Permanente Medical Group, Inc. has 6 active retirement plans on file. The largest is the The Permanente Medical Group, Inc. Salary Deferral Retirement Plan, with 455 participants and $237 million in assets in 2025. Vanguard has been its recordkeeper since 2009.

Active plans: 6
Participants: 142,812
Plan assets: $35.2 billion
401(k) recordkeeper: Fidelity
Plans on file: 6
Industry: Health care

All 6 plans

Active plans first

The Permanente Medical Group, Inc. Salary Deferral Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 023Employer EIN 94-2728480
Participants (2025): 455
Net assets (2025): $237 million
Recordkeeper: Vanguard2009–2025
Plan administrator: Kaiser Foundation Health Plan, Inc.
One Kaiser Plaza, 20B
Oakland, CA 94612
(510) 271-5940As filed for 2025
In effect since: January 1, 1985

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	455	$237 million	Vanguard
2024	459	$205 million	Vanguard
2023	465	$189 million	Vanguard
2022	444	$155 million	Vanguard
2021	418	$186 million	Vanguard
2020	411	$161 million	Vanguard
2019	405	$135 million	Vanguard
2018	400	$110 million	Vanguard
2017	390	$109 million	Vanguard
2016	376	$89.5 million	Vanguard
2015	349	$85.0 million	Vanguard
2014	329	$82.7 million	Vanguard
2013	316	$75.0 million	Vanguard
2012	302	$61.5 million	Vanguard
2011	299	$53.6 million	Vanguard
2010	290	$50.2 million	Vanguard
2009	279	$42.4 million	Vanguard

Kaiser Permanente Employees Pension Plan

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 004Employer EIN 94-2728480
Participants (2024): 55,868
Net assets (2024): $5.6 billion
Plan administrator: Kaiser Foundation Health Plan, Inc.
One Kaiser Plaza, 20TH Floor, 20B
Oakland, CA 94612
(510) 271-5940As filed for 2024
In effect since: April 4, 1964

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	55,868	$5.6 billion	not listed
2023	53,764	$5.5 billion	not listed
2022	49,543	$5.1 billion	not listed
2021	47,562	$6.1 billion	not listed
2020	46,598	$5.2 billion	not listed
2019	45,596	$4.4 billion	not listed
2018	43,952	$3.5 billion	not listed
2017	41,738	$3.3 billion	not listed
2016	40,562	$2.8 billion	not listed
2015	38,439	$2.5 billion	not listed
2014	37,000	$2.4 billion	not listed
2013	36,749	$2.2 billion	not listed
2012	37,817	$1.8 billion	not listed
2011	35,639	$1.5 billion	not listed
2010	35,193	$1.3 billion	not listed
2009	34,496	$1.0 billion	not listed

Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 011Employer EIN 94-2728480
Participants (2024): 30,132
Net assets (2024): $11.4 billion
Plan administrator: The Permanente Medical Group, Inc.
5820 Owens Drive, Building E, Floor 2
Pleasanton, CA 94588
(925) 737-4699As filed for 2024
In effect since: January 2, 1982

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	30,132	$11.4 billion	not listed
2023	29,231	$10.8 billion	not listed
2022	29,496	$10.4 billion	not listed
2021	28,867	$11.9 billion	not listed
2020	28,207	$10.4 billion	not listed
2019	27,356	$9.3 billion	not listed
2018	26,573	$7.7 billion	not listed
2017	25,460	$7.9 billion	not listed
2016	24,041	$6.7 billion	not listed
2015	22,840	$6.2 billion	not listed
2014	21,913	$6.2 billion	not listed
2013	21,153	$5.5 billion	not listed
2012	20,697	$4.7 billion	not listed
2011	19,545	$4.0 billion	not listed
2010	18,904	$3.6 billion	not listed
2009	18,356	$2.9 billion	not listed

The Permanente Medical Group, Inc. Salary Deferral Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 013Employer EIN 94-2728480
Participants (2024): 30,066
Net assets (2024): $9.9 billion
Recordkeeper: Fidelity2013–2024
Plan administrator: The Permanente Medical Group, Inc.
5820 Owens Drive, Building E, Floor 2
Pleasanton, CA 94588
(925) 737-4699As filed for 2024
In effect since: January 2, 1982

Earlier plan names: The Permanente Medical Group, Inc Salary Deferral Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	30,066	$9.9 billion	Fidelity
2023	29,643	$8.5 billion	Fidelity
2022	27,995	$7.0 billion	Fidelity
2021	26,210	$8.3 billion	Fidelity
2020	25,409	$7.2 billion	Fidelity
2019	24,882	$6.0 billion	Fidelity
2018	23,889	$4.8 billion	Fidelity
2017	23,141	$4.9 billion	Fidelity
2016	21,732	$4.1 billion	Fidelity
2015	21,145	$3.8 billion	Fidelity
2014	20,221	$3.7 billion	Fidelity
2013	19,785	$3.5 billion	Fidelity
2012	19,248	$2.9 billion	not listed
2011	19,547	$2.5 billion	not listed
2010	18,015	$2.5 billion	not listed
2009	17,503	$2.1 billion	not listed

The Permanente Contribution Plan of the Permanente Medical Group, Inc.

Money purchase pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 040Employer EIN 94-2728480
Participants (2024): 25,845
Net assets (2024): $7.9 billion
Recordkeeper: Fidelity2013–2024
Plan administrator: The Permanente Medical Group, Inc.
5820 Owens Drive, Building E, Floor 2
Pleasanton, CA 94588
(925) 737-4699As filed for 2024
In effect since: January 1, 1994

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	25,845	$7.9 billion	Fidelity
2023	25,397	$7.0 billion	Fidelity
2022	24,671	$5.9 billion	Fidelity
2021	23,258	$7.0 billion	Fidelity
2020	22,520	$6.0 billion	Fidelity
2019	21,737	$5.2 billion	not listed
2018	20,494	$4.2 billion	Fidelity
2017	19,817	$4.3 billion	Fidelity
2016	18,709	$3.6 billion	Fidelity
2015	18,776	$3.2 billion	Fidelity
2014	18,316	$3.2 billion	Fidelity
2013	17,797	$2.9 billion	Fidelity
2012	17,423	$2.4 billion	not listed
2011	17,020	$2.0 billion	not listed
2010	16,900	$1.9 billion	not listed
2009	16,485	$1.5 billion	not listed

Kaiser Permanente Optometrists Retirement Plan

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 012Employer EIN 94-2728480
Participants (2024): 446
Net assets (2024): $133 million
Plan administrator: Kaiser Foundation Health Plan, Inc.
One Kaiser Plaza, 20TH Floor, 20B
Oakland, CA 94612
(510) 271-5940As filed for 2024
In effect since: January 1, 1970

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	446	$133 million	not listed
2023	428	$127 million	not listed
2022	407	$119 million	not listed
2021	394	$139 million	not listed
2020	394	$120 million	not listed
2019	390	$109 million	not listed
2018	383	$89.7 million	not listed
2017	367	$90.0 million	not listed
2016	342	$75.1 million	not listed
2015	326	$67.8 million	not listed
2014	305	$67.0 million	not listed
2013	293	$60.1 million	not listed
2012	305	$52.3 million	not listed
2011	291	$44.0 million	not listed
2010	286	$40.4 million	not listed
2009	280	$32.9 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the The Permanente Medical Group, Inc. Salary Deferral 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.
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.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 6 plans

The Permanente Medical Group, Inc. Salary Deferral Retirement Plan

Kaiser Permanente Employees Pension Plan

Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.

The Permanente Medical Group, Inc. Salary Deferral Plan

The Permanente Contribution Plan of the Permanente Medical Group, Inc.

Kaiser Permanente Optometrists Retirement Plan

If you had money in one of these plans

What these numbers are

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