PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. WASHINGTON PERMANENTE MEDICAL GROUP
Sponsor portfolio

WASHINGTON PERMANENTE MEDICAL GROUP

EIN 91-1841629-hospital & health care-Latest filing 2024
Plans
2
Retirement
2
$1.61B assets
Welfare
0
Participants
3,910
WPMG ADMINISTRATION, RCR-A3W-16, PO BOX 9010 - RENTON, WA 980579813206-630-4370wpmgcareers.orgLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$1.47B - 2,378 part#003CashBalance-$137.4M - 1,532 part

Retirement portfolio analytics

2 plans aggregated / $1.61B assets / 3,910 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • 401(K) RETIREMENT Savings (#001)91%
  • CASH BALANCE PENSION (#003)9%
Total $1.61BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • CHARLES SCHWAB & CO., INC.100%
Total $1.61BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT Savings (#001)2,378
  • CASH BALANCE PENSION (#003)1,532
Total 3,910Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WPMG 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$1.47B
Participants2,378
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

WASHINGTON PERMANENTE MEDICAL GROUP CASH BALANCE PENSION PLAN

CashBalance

Assets$137.4M
Participants1,532
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WPMG 401(K) RETIREMENT SAVINGS PLAN401k$1.47B2,3782024
003WASHINGTON PERMANENTE MEDICAL GROUP CASH BALANCE PENSION PLANCashBalance$137.4M1,5322024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica