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401(k) Retirement Plan · Active

KAISER PERMANENTE RETIREMENT PLAN

KAISER FOUNDATION HEALTH PLAN, INC.·EIN 941340523
ONE KAISER PLAZA, 20TH FLOOR · OAKLAND, CA 94612
Plan year
2024
Plan #
001
Industry
Filing ACK
202510141825…
Prospect flagsNo flags tripped

Summary metrics

Total assets (EOY)
$34452.2M
$0 per participant
Active participants
205,262
78.3% participation
Participation rate
78.3%
58th percentile
Annual return
4.17%
4th percentile
Admin expense
0.00%
% of assets
Flag timeline

Issue history by plan year

Tripped years: 0Watched years: 0
Section 02

How this plan compares

Peer groupIndustry62, Assets>$1B, Participants>=10,000, Snapshot2024
  • Participant contribution
    $844th pctile
  • Employer contribution
    $4,93878th pctile
  • Participation rate
    78.3%58th pctile
  • Assets per participant
    $00th pctile
  • Expense efficiency
    $00th pctile
  • Annual return
    4.17%4th 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
+$913.42M
Start of year to end of year
Section 04

Asset composition

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

Service providers

Providers data not reported
Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.
Section 05

Plan features & details

Show features, contributions, expenses, fidelity bond & compliance
Pension benefit codes1A
Plan features
  • 1A
    Benefits are primarily pay related
    Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
Contributions
Employer total$693,014,653
Participant total$11,845,201
Employer / P$4,938
Participant / P$84
Expenses
Admin expenses$0
Per participant$0.00
% of assets0.00%
Fidelity bond
Coverage amount$85,000,000
% of assets0.25%Below ERISA §412 10% minimum
Section 06

Other plans under this sponsor

Same EIN ·941340523
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Plan #003$5,667,619,665
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