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401(k) Retirement Plan · Active

KAISER PERMANENTE 401(K) RETIREMENT PLAN

KAISER FOUNDATION HEALTH PLAN, INC.·EIN 941340523
ONE KAISER PLAZA · OAKLAND, CA 94612
Plan year
2024
Plan #
025
Industry
Filing ACK
202509011410…
Prospect flagsCorrective distributions

Summary metrics

Total assets (EOY)
$22541.1M
$127,520 per participant
Active participants
179,236
88.7% participation
Participation rate
88.7%
96th percentile
Annual return
13.13%
24th percentile
Admin expense
0.05%
% of assets
Flag timeline

Issue history by plan year

Tripped years: 4Watched years: 0
Section 02

How this plan compares

Peer groupIndustry62, Assets>$1B, Participants>=10,000, Snapshot2024
  • Participant contribution
    $8,56179th pctile
  • Employer contribution
    $1,38017th pctile
  • Participation rate
    88.7%96th pctile
  • Assets per participant
    $127,52077th pctile
  • Expense efficiency
    $6450th pctile
  • Annual return
    13.13%24th pctile
Overall peer rank

Averaged across 6 normalized metrics within the selected peer group.

Fee trend
Return trend
Section 03

10-year trajectory2021 - 2024

How plan year 2024 played out
Asset flow
+$2.83B
Start of year to end of year
Section 04

Asset composition

End-of-year allocation
Cash drag vs peers
Section 04

Service providers

Top 4 by compensation
ProviderService typeCompensation
VANGUARD ADVISERS INC.
Service code 26
Advisory (Participants)
$8,392,216
THE VANGUARD GROUP, INC.
Service code 15
Recordkeeping
$2,418,261
QDRO CONSULTANTS CO LLC
Service code 16
Consulting
$29,050
CHARLES SCHWAB & CO., INC.
Service code 99
Other Fees
$18,655
Section 05

Plan features & details

Show features, contributions, expenses, fidelity bond & compliance
Pension benefit codes2E2F2G2J2R2S2T3H
Plan features
  • 2E
    Profit-sharing
    Profit-sharing plan.
  • 2F
    ERISA section 404(c) plan
    This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
  • 2G
    Total participant-directed account plan
    Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 2J
    Code section 401(k) feature
    Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
  • 2R
    Participant-directed brokerage accounts
    Participant-directed brokerage accounts provided as an investment option under the plan.
  • 2S
    Automatic enrollment
    Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
  • 2T
    Default investment account
    Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
Contributions
Employer total$214,924,460
Participant total$1,332,760,276
Employer / P$1,380
Participant / P$8,561
Expenses
Admin expenses$10,024,226
Per participant$64.39
% of assets0.04%
Fidelity bond
Coverage amount$85,000,000
% of assets0.38%Below ERISA §412 10% minimum
Section 06

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Plan #003$5,667,619,665
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Plan #005$833,379,477
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Plan #017$61,377,047
KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN