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  2. The Permanente Federation, LLC
  • Retirement analytics
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  • Retirement plans

Filings through Oct 24, 2026.

Top hat

The Permanente Federation, LLC

EIN 52-2017558-medical practice-Latest filing 2025
Plans
2
Retirement
2
$157.0M assets
Health & Benefits
0
Participants
509
ONE KAISER PLAZA, 20TH FLOOR, 20B - OAKLAND, CA 94612510-271-5940LinkedIn10001+ employeesmedical practice
Plans on this EIN
2 filings
#003401(k)-$90.8M - 228 part#001Traditional DB-$66.2M - 281 part

Retirement portfolio analytics

2 plans aggregated / $157.0M assets / 509 participants

Assets by plan

Share of aggregate retirement assets

  • 401(K) RETIREMENT PLAN (#003)$90.8M
  • PERMANENTE RETIREMENT PLAN (#001)$66.2M
Total $157.0MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • THE VANGUARD GROUP, INC.$90.8M
  • (Not disclosed)$66.2M
Total $157.0MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PERMANENTE RETIREMENT PLAN (#001)281
  • 401(K) RETIREMENT PLAN (#003)228
Total 509Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#003

THE PERMANENTE 401(K) RETIREMENT PLAN

401(k)

Assets$90.8M
Participants228
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

PERMANENTE RETIREMENT PLAN

Traditional DB

Assets$66.2M
Participants281
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003THE PERMANENTE 401(K) RETIREMENT PLAN401(k)$90.8M2282025
#001PERMANENTE RETIREMENT PLANTraditional DB$66.2M2812025
  • THE PERMANENTE 401(K) RETIREMENT PLAN$90.8M
    #003 · 401(k) · 2025228
  • PERMANENTE RETIREMENT PLAN$66.2M
    #001 · Traditional DB · 2025281
Retirement plans
Health & Benefits plans

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  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
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