Southern California Permanente Medical Group 401(k) and pension plans

Southern California Permanente Medical Group, Oakland, CA. EIN 95-1750445. Annual reports 2009–2024. Also filed as Southern California Permenente Medical Group; Southern California Pemanente Medical Group; Southern California Permanente Medical Group, Jeffrey Weisz, M.D.

Southern California Permanente Medical Group has 5 active retirement plans on file. The largest is the Kaiser Permanente Retirement Plan for Scpmg, with 69,139 participants and $8.4 billion in assets in 2024.

Active plans: 5
Participants: 126,122
Plan assets: $24.7 billion
401(k) recordkeeper: Schwab
Plans on file: 5
Industry: Health care

All 5 plans

Active plans first

Kaiser Permanente Retirement Plan for Scpmg

Pension (defined benefit)Active

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

Plan number: 001Employer EIN 95-1750445
Participants (2024): 69,139
Net assets (2024): $8.4 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 1, 1958

Earlier plan names: Kaiser Permanente Retiremente Plan for Scpmg.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	69,139	$8.4 billion	not listed
2023	65,999	$7.7 billion	not listed
2022	62,432	$7.6 billion	not listed
2021	59,907	$8.6 billion	not listed
2020	57,711	$7.5 billion	not listed
2019	57,236	$6.2 billion	not listed
2018	55,733	$4.9 billion	not listed
2017	53,103	$4.7 billion	not listed
2016	53,179	$3.9 billion	not listed
2015	51,106	$3.6 billion	not listed
2014	48,406	$3.5 billion	not listed
2013	46,710	$3.1 billion	not listed
2012	46,003	$2.6 billion	not listed
2011	44,158	$2.1 billion	not listed
2010	41,717	$1.9 billion	not listed
2009	40,445	$1.6 billion	not listed

The 401(k) Plan for Permanente Medical Groups

401(k)Active

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

Plan number: 009Employer EIN 95-1750445
Participants (2024): 23,286
Net assets (2024): $6.5 billion
Recordkeeper: Schwab2009–2024
Plan administrator: Southern California Permanente Medical Group
393 E. Walnut Street 3RD Floor
Pasadena, CA 91188
(626) 405-2654As filed for 2024
In effect since: January 1, 1956

Plans merged into this one: The Southeast Permanente Medical Group of Georgia, Inc. Cash Or Deferred 401(k) Plan (2019); Hawaii Permanente Medical Group, Inc. Profit Sharing Plan (2021).

Earlier sponsor: Southern California Permanente Medical Group, Jeffrey Weisz, M.D. (2009).

Earlier plan names: Scpmg Physicians Tax Savings Retirement Plan; Scpmg Physicians' 401(k) Plan (Fka Scpmg Physicians' Tax Savings Retirement Plan); Scpmg Physicians' 401(k) (Fka Scpmg Physicians' Tax Savings Retirement Plan); Scpmg Physicians' 401(k) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	23,286	$6.5 billion	Schwab
2023	22,676	$5.6 billion	Schwab
2022	21,447	$4.7 billion	Schwab
2021	20,733	$5.5 billion	Schwab
2020	10,839	$3.5 billion	Schwab
2019	10,566	$2.9 billion	Schwab
2018	8,880	$2.2 billion	Schwab
2017	8,547	$2.2 billion	Schwab
2016	8,197	$1.9 billion	Schwab
2015	7,779	$1.6 billion	Schwab
2014	8,323	$1.6 billion	Schwab
2013	7,460	$1.4 billion	Schwab
2012	7,451	$1.2 billion	Schwab
2011	6,899	$970 million	Schwab
2010	6,202	$932 million	Schwab
2009	5,481	$777 million	Schwab

Scpmg Keogh Plan

Profit-sharing planActive

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

Plan number: 008Employer EIN 95-1750445
Participants (2024): 12,335
Net assets (2024): $7.9 billion
Recordkeeper: Schwab2009–2024
Plan administrator: Southern California Permanente Medical Group
393 E. Walnut Street 3RD Floor
Pasadena, CA 91188
(626) 405-2654As filed for 2024
In effect since: January 1, 1973

Earlier sponsors: Southern California Permenente Medical Group (2010–2021); Southern California Pemanente Medical Group (2019).

Earlier plan names: Southern California Permanente Medical Group Retirement Plan; Southern California Permanente Medical Group; Scpmg Keogh Plan (Fka Southern California Permanente Medical Group Retirement Plan).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	12,335	$7.9 billion	Schwab
2023	11,881	$6.8 billion	Schwab
2022	11,295	$5.6 billion	Schwab
2021	10,823	$6.7 billion	Schwab
2020	10,557	$5.7 billion	not listed
2019	10,443	$4.8 billion	Schwab
2018	10,097	$3.8 billion	Schwab
2017	9,703	$4.0 billion	Schwab
2016	9,420	$3.3 billion	Schwab
2015	7,319	$3.0 billion	Schwab
2014	7,634	$3.0 billion	Schwab
2013	6,752	$2.7 billion	Schwab
2012	6,447	$2.2 billion	Schwab
2011	6,069	$2.0 billion	Schwab
2010	5,683	$2.0 billion	Schwab
2009	4,510	$1.7 billion	Schwab

Southern California Permanente Medical Group Tax Savings Retirement Plan

401(k)Active

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

Plan number: 002Employer EIN 95-1750445
Participants (2024): 11,631
Net assets (2024): $965 million
Recordkeeper: Vanguard2009–2024
Plan administrator: Kaiser Foundation Health Plan, Inc.
One Kaiser Plaza, Suite 2001
Oakland, CA 94612
(510) 271-5940As filed for 2024
In effect since: June 1, 1983

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	11,631	$965 million	Vanguard
2023	0	$0	Vanguard
2022	3,118	$338 million	Vanguard
2018	15,307	$774 million	Vanguard
2017	14,846	$776 million	Vanguard
2016	14,560	$655 million	Vanguard
2015	14,478	$591 million	Vanguard
2014	14,317	$564 million	Vanguard
2013	7,990	$504 million	Vanguard
2012	5,487	$401 million	Vanguard
2011	5,149	$337 million	Vanguard
2010	4,744	$310 million	Vanguard
2009	4,591	$258 million	Vanguard

Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg

Money purchase pensionActive

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

Plan number: 030Employer EIN 95-1750445
Participants (2024): 9,731
Net assets (2024): $899 million
Recordkeeper: SchwabEarlier: Vanguard (2009–2021)
Plan administrator: Southern California Permanente Medical Group
393 E. Walnut Street, 3RD Floor
Pasadena, CA 91188
(626) 405-2654As filed for 2024
In effect since: January 1, 1968

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	9,731	$899 million	Schwab
2023	9,451	$803 million	Schwab
2022	9,153	$693 million	Schwab
2021	9,167	$842 million	Vanguard
2020	10,401	$767 million	Vanguard
2019	10,232	$644 million	Vanguard
2018	10,032	$533 million	Vanguard
2017	9,683	$551 million	Vanguard
2016	9,421	$480 million	Vanguard
2015	9,186	$452 million	Vanguard
2014	8,993	$452 million	Vanguard
2013	8,608	$425 million	Vanguard
2012	7,742	$357 million	Vanguard
2011	7,400	$310 million	Vanguard
2010	6,974	$288 million	Vanguard
2009	6,719	$251 million	Vanguard

If you had money in one of these plans

Call Schwab (schwab.com), which runs the The 401(k) Plan for Permanente Medical Groups. 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 2024; 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 5 plans

Kaiser Permanente Retirement Plan for Scpmg

The 401(k) Plan for Permanente Medical Groups

Scpmg Keogh Plan

Southern California Permanente Medical Group Tax Savings Retirement Plan

Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg

If you had money in one of these plans

What these numbers are

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